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Echelon Wealth Partners financial advisors now benefit from Croesus solutions

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Croesus has announced that Echelon Wealth Partners (Echelon) financial advisors are now managing their clients' portfolios with Croesus solutions. Some 85 financial advisors across its Canadian offices, managing nearly $8 billion in assets for investor clients, have adopted the Croesus Advisor solution to meet their portfolio management needs. The advisors…

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