Insights

Strong Market Presence Euro Pacific Canada, operating under Echelon Wealth Partners, manages approximately six billion dollars in assets across multiple Canadian locations, indicating a well-established market footprint and high client trust which can be leveraged for new investment product offerings.

Growth and Expansion Recent acquisitions such as Volatus Aerospace and the launch of innovative initiatives like Top Picks list demonstrate Echelon's commitment to growth and diversification, presenting opportunities for tailored financial solutions and strategic partnerships.

Technology Integration With a technology stack including Snowplow, Google Analytics, and Bootstrap, Echelon emphasizes data-driven decision making and digital engagement, making it a prime candidate for advanced financial technology solutions and analytics services.

Regulatory Challenges Notable recent regulatory issues involving CIRO allegations suggest an open dialogue around compliance and risk management solutions, which could be valuable for firms providing legal, compliance, or governance services.

Reputation and Recognition Echelon’s recognition as a top wealth management team and strategic partnerships with organizations like Women’s College Hospital indicate a positive reputation and community engagement that can drive collaborative marketing efforts and socially responsible investment opportunities.

Echelon Wealth Partners Tech Stack

Echelon Wealth Partners uses 8 technology products and services including cdnjs, Coaster CMS, Open Graph, and more. Explore Echelon Wealth Partners's tech stack below.

  • cdnjs
    Content Delivery Network
  • Coaster CMS
    Content Management System
  • Open Graph
    Content Management System
  • MobX
    Javascript Libraries
  • Capital IQ
    Marketing Analytics
  • MyWebsite Creator
    Page Builders
  • reCAPTCHA
    Security
  • AddThis
    Widgets

Media & News

Echelon Wealth Partners's Email Address Formats

Echelon Wealth Partners uses at least 1 format(s):
Echelon Wealth Partners Email FormatsExamplePercentage
FLast@echelonpartners.comJDoe@echelonpartners.com
86%
First.Last@echelonpartners.comJohn.Doe@echelonpartners.com
12%
FMLast@echelonpartners.comJMDoe@echelonpartners.com
1%
Last@echelonpartners.comDoe@echelonpartners.com
1%

Frequently Asked Questions

What is Echelon Wealth Partners's phone number?

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You can contact Echelon Wealth Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Echelon Wealth Partners's official website and social media links?

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Echelon Wealth Partners's official website is echelonpartners.com and has social profiles on LinkedIn.

What is Echelon Wealth Partners's SIC code NAICS code?

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Echelon Wealth Partners's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Echelon Wealth Partners have currently?

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As of January 2026, Echelon Wealth Partners has approximately 61 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Operating Officer & Chief Financial Officer: D. G.Chief Financial Officer: M. M.Svp, Investment Advisor: A. C.. Explore Echelon Wealth Partners's employee directory with LeadIQ.

What industry does Echelon Wealth Partners belong to?

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Echelon Wealth Partners operates in the Financial Services industry.

What technology does Echelon Wealth Partners use?

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Echelon Wealth Partners's tech stack includes cdnjsCoaster CMSOpen GraphMobXCapital IQMyWebsite CreatorreCAPTCHAAddThis.

What is Echelon Wealth Partners's email format?

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Echelon Wealth Partners's email format typically follows the pattern of FLast@echelonpartners.com. Find more Echelon Wealth Partners email formats with LeadIQ.

Echelon Wealth Partners

Financial ServicesOntario, Canada51-200 Employees

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.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Echelon Wealth Partners's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Echelon Wealth Partners's revenue is estimated to be in the range of $25M$50M

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