Echelon Wealth Partners Employee Directory

Q: How many employees does Echelon Wealth Partners have currently?

Echelon Wealth Partners has approximately 61 employees.

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.

Find Echelon Wealth Partners employees' phone numbers or email addresses

Echelon Wealth Partners Global Highlights

North America
106

Canada
95
United States Of America
11

Europe
3

Belgium
1
Belarus
1
United Kingdom Of Great Britain And Northern Ireland
1

Asia
1

United Arab Emirates
1

Echelon Wealth Partners's Leadership

D. G.
Chief Operating Officer & Chief Financial Officer
Mobile Phone
Email
M. M.
Chief Financial Officer
Mobile Phone
Email
A. C.
Svp, Investment Advisor
Mobile Phone
Email
S. K.
Vice President
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

Echelon Wealth Partners Employee Metrics

100%

50%

0%

2026

2025

2024

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

Contact profiles from Echelon Wealth Partners

Name

Title

Contact Info

Location

Last Update

H. K.
Senior Technical Analyst
Mobile Phone
Email
CanadaBritish Columbia
Jul 18, 2025
R. D.
Senior Sales Associate
Mobile Phone
Email
CanadaOntario
Nov 10, 2025
G. F. M.
Senior Corporate Accountant (transferred Over From Dundee Capital Markets)
Mobile Phone
Email
CanadaOntario
Oct 12, 2025
R. H.
V.P. Sr Investment Advisor
Mobile Phone
Email
CanadaBritish Columbia
Jul 28, 2023
S. S.
Senior Systems Architect
Mobile Phone
Email
CanadaOntario
Mar 18, 2024
D. D.
Vice Chair
Mobile Phone
Email
Canada
Aug 10, 2025
F. P.
Investment Advisor
Mobile Phone
Email
CanadaOntario
Jan 23, 2026
S. B.
Investment Advisor
Mobile Phone
Email
CanadaOntario
Nov 26, 2025
N. R.
Branch Administrator
Mobile Phone
Email
CanadaBritish Columbia
Nov 19, 2025
J. S.
Investment Advisor
Mobile Phone
Email
CanadaBritish Columbia
Jan 29, 2026

Frequently Asked Questions

What is Echelon Wealth Partners known for?

Echelon Wealth Partners operates in the Financial Services industry; you can contact the 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 . 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 61 employees as of January 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

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

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

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

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