Richard Moore

Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm.

ReSolve Asset Management SEZC is a Caymanian company that provides investment advice. The private company is based in George Town, Cayman Islands. Michael Leighton Philbrick has been the CEO of the company since 2019.

ReSolve Asset Management, Inc. (ReSolve) is the alternative asset management subsidiary of Ontario Ltd. in Canada. The firm was founded in 2014 by Adam Butler, Rodrigo Gordillo, and Michael Philbrick. Headquartered in Toronto, ReSolve manages private and public funds as well as bespoke separately managed accounts for various investors.

Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities.

BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada.

Founded in 1989, ScotiaMcLeod, Inc. is a broker/dealer headquartered in Montreal, Quebec. The firm is a subsidiary of Bank of Nova Scotia (NYSE, TOR: BNS). Scotia McLeod offers a full array of investment services bond including stock and money market trading, corporate and government finance, mergers and acquisitions, commodities and futures, personal investment services and mutual funds.

TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors.

Summit Ventures NE, Inc. provides private equity and venture capital services. The private company is based in Warren, VT.

Merrill Lynch International, Inc. provides investment and financial services. The company was founded in 1976 and is headquartered in New York, NY.

Summit Ventures NE LLC owns and operates resorts. The firm offers skiing, biking & hiking trails, golf courses, zip lines and disc golf services. The company was founded by Damon Gadd, Sara Gadd and Jack Murphy on December 25, 1958 and is headquartered in Warren, VT.