Echelon Wealth Partners

www.echelonpartners.com

We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We are also a growing firm, with approximately $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton.

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We’re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients’ needs first. We are also a growing firm, with approximately $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton.

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Country

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City (Headquarters)

Toronto

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Founded

2010

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Estimated Revenue

$10,000,000 to $50,000,000

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Potential Decision Makers

  • Vice President. Portfolio Mgr and Branch Mgr

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President , Wealth Planning Services and Insurance

    Email ****** @****.com
    Phone (***) ****-****
  • Human Resources Business Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Vice Chairman

    Email ****** @****.com
    Phone (***) ****-****

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