Echelon Wealth Partners
www.echelonpartners.comWe’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.
Read moreWe’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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City (Headquarters)
Toronto
Industry
Founded
2010
Estimated Revenue
$10,000,000 to $50,000,000
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Employees statistics
View all employeesPotential Decision Makers
Vice President. Portfolio Mgr and Branch Mgr
Email ****** @****.comPhone (***) ****-****Vice President , Wealth Planning Services and Insurance
Email ****** @****.comPhone (***) ****-****Human Resources Business Partner
Email ****** @****.comPhone (***) ****-****Vice Chairman
Email ****** @****.comPhone (***) ****-****
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