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Echelon Wealth Partners File Number Date Commenced: March 8, 2024 Date Concluded: June 25, 2025 Status Concluded Outcome Fine $500,000; Disgorgement $1,700,000; Costs $100,000; Conditions Relevant documents: File Re Echelon & Burns 2025 CIRO 38 File Echelon Wealth Partners Inc. and Stephen Burns – Settlement Agreement File Echelon Wealth Partners Inc. and Stephen Burns - Notice of Motion (June 13, 2025) File Re Echelon and Burns 2024 CIRO 94 File Echelon Wealth Partners Inc. and Stephen Burns - Order (December 2, 2024) File Echelon Wealth Partners Inc. and Stephen Burns – Notice of Motion (December 13, 2024) File Echelon Wealth Partners Inc. and Stephen Burns - Order (November 1, 2024) File Echelon Wealth Partners Inc. and Stephen Burns – Notice of Hearing and Statement of Allegations Notices about this Proceeding: 03/27/24 CIRO to Hold a Disciplinary Hearing in the matter of Echelon Wealth Partners and Stephen Burns Type: Hearing Notice 06/05/24 CIRO to Hold a Liability Hearing for Echelon Wealth Partners and Stephen Burns Type: Hearing Notice 10/04/24 IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – Motion Hearing Type: Hearing Notice 11/18/24 CIRO to Hold an Interim Appearance in the matter of Echelon Wealth Partners and Stephen Burns Type: Hearing Notice 11/19/24 IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – Motion Decision Type: Decision Notice 12/13/24 IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – Motion Hearing Type: Hearing Notice 12/30/24 IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – Motion Decision Type: Decision Notice 12/31/24 IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – Motion Hearing Type: Hearing Notice 01/13/25 IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – Motion Decision Type: Decision Notice 01/16/25 IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – Adjournment Type: Hearing Notice 06/13/25 CIRO to Hold a Settlement Hearing for Echelon Wealth Partners and Stephen Burns Type: Hearing Notice 07/02/25 CIRO Sanctions Echelon Wealth Partners and Stephen Burns Type: Decision Notice 08/06/25 CIRO Hearing Panel issues Reasons for Decision in the matter of Echelon Wealth Partners and Stephen Burns Type: Decision Notice
03/27/24 CIRO to Hold a Disciplinary Hearing in the matter of Echelon Wealth Partners and Stephen Burns Type: Hearing Notice
06/05/24 CIRO to Hold a Liability Hearing for Echelon Wealth Partners and Stephen Burns Type: Hearing Notice
10/04/24 IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – Motion Hearing Type: Hearing Notice
11/18/24 CIRO to Hold an Interim Appearance in the matter of Echelon Wealth Partners and Stephen Burns Type: Hearing Notice
11/19/24 IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – Motion Decision Type: Decision Notice
12/13/24 IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – Motion Hearing Type: Hearing Notice
12/30/24 IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – Motion Decision Type: Decision Notice
12/31/24 IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – Motion Hearing Type: Hearing Notice
01/13/25 IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – Motion Decision Type: Decision Notice
01/16/25 IN THE MATTER OF Echelon Wealth Partners and Stephen Burns – Adjournment Type: Hearing Notice
06/13/25 CIRO to Hold a Settlement Hearing for Echelon Wealth Partners and Stephen Burns Type: Hearing Notice
08/06/25 CIRO Hearing Panel issues Reasons for Decision in the matter of Echelon Wealth Partners and Stephen Burns Type: Decision Notice