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Dorothy-Anna Orser
Portfolio Manager-Equities at Echelon Partners USA, Inc.
Network origin in Dorothy-Anna Orser first degree
Entity | Entity type | Industry | |
---|---|---|---|
Echelon Partners USA, Inc.
![]() Echelon Partners USA, Inc. Investment ManagersFinance Part of Echelon Wealth Holdings, Inc., Echelon Partners USA, Inc. provides investment advice. The company is based in Toronto, Canada. The Canadian company was founded in 2018. David Floyd Cusson has been the CEO of the company since 2018.
6
| Subsidiary | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dorothy-Anna Orser via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Toronto | College/University | Undergraduate Degree Undergraduate Degree | |
Integral Wealth Securities Ltd.
![]() Integral Wealth Securities Ltd. Investment Banks/BrokersFinance Integral Wealth Securities Ltd. is an independent Canadian securities dealer headquartered in Toronto, Ontario. The firm was founded by John Gibson in 2004 and provides a full array of trading and execution services to emerging companies in three principal sectors: oil + gas, metals + mining and diversified industries. They also work closely with institutional and ultra-high-net-worth investors who seek attractive risk adjusted returns through participation in these sectors via new issues or the secondary markets. | Investment Banks/Brokers | Chief Operating Officer | |
Echelon Wealth Partners, Inc.
![]() Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance 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. | Investment Banks/Brokers | Chief Executive Officer | |
University of Victoria | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Masters Business Admin | |
University of Alberta | College/University | Undergraduate Degree |
Statistics
International
Canada | 8 |
Sectoral
Consumer Services | 5 |
Finance | 4 |
Operational
Portfolio Manager-Equities | 5 |
Undergraduate Degree | 4 |
Chief Executive Officer | 3 |
Founder | 2 |
Chief Operating Officer | 1 |
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