What departments does Echelon Wealth Partners have?

Echelon Wealth Partners has employees across 13 departments including Finance, Sales, Banking, Retail, Program & Project Management.

What is the largest department at Echelon Wealth Partners?

The largest department at Echelon Wealth Partners is Finance with 13 employees.

Where are Echelon Wealth Partners employees located globally?

Echelon Wealth Partners has employees across 3 continents and 5 countries including United Arab Emirates, Belarus, United Kingdom Of Great Britain And Northern Ireland, Canada, United States Of America.

How has Echelon Wealth Partners's team size changed over time?

Echelon Wealth Partners's team has decreased from approximately 266 to 61 employees based on available data.

Echelon Wealth Partners Employee Directory

Financial ServicesOntario, Canada51-200 Employees

Echelon Wealth Partners is a Canadian-owned and operated financial services firm offering wealth management and capital markets services. It emphasizes independent investment advice, professional management, and client-centered service to establish long-term relationships with clients. The firm reports assets under administration and management of about $6 billion and revenue in the range of $10 million to $25 million, and operates from offices across Canada, including Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria, Saskatoon, and Edmonton. Headquartered at 1 Adelaide Street East in Toronto, Ontario, the company employs between 51 and 200 people. In March 2024, CIRO issued allegations against Echelon Wealth Partners Inc. and a representative alleging violations of CIRO rules.

Echelon Wealth Partners Global Highlights

North America
80

Canada
70
United States Of America
10

Asia
2

United Arab Emirates
2

Europe
2

Belarus
1
United Kingdom Of Great Britain And Northern Ireland
1

Echelon Wealth Partners's Leadership

D. G.
Chief Operating Officer & Chief Financial Officer
Mobile Phone
Email
A. C.
Svp, Investment Advisor
Mobile Phone
Email
M. W.
Vice President, Investment Advisor
Mobile Phone
Email
B. H.
Vice President. Portfolio Mgr And Branch Mgr
Mobile Phone
Email
T. G.
Branch Manager, Vice President, Portfolio Manager, Investment Advisor
Mobile Phone
Email
B. M.
Vice President, Portfolio Management
Mobile Phone
Email
E. T.
Vice President, Senior Investment Advisor
Mobile Phone
Email
M. J.
Senior Vice-President & Portfolio Manager
Mobile Phone
Email

Echelon Wealth Partners Employee Metrics

100%

50%

0%

2026

2025

Finance
Analytics
Sales
Banking
Research
Other
Operations
Consultant
Community & Social Services
Legal
Accounting

Contact profiles from Echelon Wealth Partners

Name

Title

Contact

Location

Last Update

D. G.
Chief Operating Officer & Chief Financial Officer
Mobile Phone
Email
Canada, Ontario
Jun 25, 2026
A. C.
Svp, Investment Advisor
Mobile Phone
Email
Canada, Ontario
Jul 07, 2026
M. W.
Vice President, Investment Advisor
Mobile Phone
Email
Canada, Ontario
Aug 30, 2026
B. H.
Vice President. Portfolio Mgr And Branch Mgr
Mobile Phone
Email
Canada, British Columbia
Apr 15, 2026
T. G.
Branch Manager, Vice President, Portfolio Manager, Investment Advisor
Mobile Phone
Email
Canada, Ontario
Apr 17, 2026
B. M.
Vice President, Portfolio Management
Mobile Phone
Email
Canada, Ontario
Aug 03, 2026
E. T.
Vice President, Senior Investment Advisor
Mobile Phone
Email
Oct 22, 2024
M. J.
Senior Vice-President & Portfolio Manager
Mobile Phone
Email
Canada, Ontario
May 27, 2025
N. K.
Managing Director Institutional Sales
Mobile Phone
Email
Canada, Quebec
Aug 28, 2026
S. D.
Associate Director, Investment Banking
Mobile Phone
Email
Canada, Ontario
Jun 27, 2026

Frequently Asked Questions

What is Echelon Wealth Partners known for?

Echelon Wealth Partners operates in the Financial Services industry. You can contact Echelon Wealth Partners's main corporate office by phone at

+1-855-598-****

. Explore Echelon Wealth Partners's company overview page for more information.

What is Echelon Wealth Partners's most common email format?

Echelon Wealth Partners employees' email format typically follows the pattern of FLast@echelonpartners.com. Trying to find reliable and up-to-date employee contact data? Find more Echelon Wealth Partners email formats with LeadIQ.

How many employees does Echelon Wealth Partners have currently?

Echelon Wealth Partners has approximately 57 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Echelon Wealth Partners's key employees and leadership?

As of August 2026, Echelon Wealth Partners's key employees include:

Chief Operating Officer & Chief Financial Officer: D. G.
Svp, Investment Advisor: A. C.
Vice President, Investment Advisor: M. W.
Vice President. Portfolio Mgr And Branch Mgr: B. H.
Branch Manager, Vice President, Portfolio Manager, Investment Advisor: T. G.

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Echelon Wealth Partners Employee Directory

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