Echelon Wealth Partners Employee Directory

Financial ServicesOntario, Canada201-500 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.

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Echelon Wealth Partners Global Highlights

North America
281

Canada
263
United States Of America
18

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
Belgium
1

Africa
1

Egypt
1

Asia
1

India
1

Echelon Wealth Partners's Leadership

D. C.
Chief Strategy Officer, Head Of Marketing, Head Of Talent
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D. G.
Chief Operating Officer & Chief Financial Officer
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D. M.
Chief Marketing Officer & Chief Client Officer
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L. C.
Chief Compliance Officer
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M. M.
Chief Financial Officer
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M. Z.
Vice President Portfolio Manager And Partner
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R. W.
Vice President - Western Canada
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J. H.
Head Of Wealth Management
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Echelon Wealth Partners Employee Metrics

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50%

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2024

2023

Finance
Analytics
Sales
Banking
Research
Other

Contact profiles from Echelon Wealth Partners

Name

Title

Contact Info

Location

Last Update

J. Y.
Managing Director, Investment Banking
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Email
Canada
J. M.
Director Of Maintenance
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Email
Oct 21, 2024
J. D.
Director & Senior Advisor
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Email
CanadaOntario
May 16, 2023
J. H.
Managing Director, Private Client
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CanadaBritish Columbia
Jul 19, 2023
J. T.
Managing Director, Institutional Trading
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CanadaOntario
Jul 19, 2023
M. P.
Director, Electronic Desk
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CanadaOntario
Jan 19, 2023
N. K.
Managing Director Institutional Sales
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Email
CanadaQuebec
Feb 03, 2023
P. G.
Managing Director Investment Banking
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Email
CanadaOntario
Oct 16, 2024
P. C.
Directeur Général / Managing Director Investment Banking (québec)
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Email
Jun 20, 2024
P. T.
Managing Director Institutional Sales
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Mobile Phone
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Email
CanadaQuebec
Oct 18, 2024

Frequently Asked Questions

What is Echelon Wealth Partners known for?

Echelon Wealth Partners operates in the Financial Services industry. The company's main headquarters is located in 1 Adelaide St E Suite 2000 Toronto, Ontario M5C 2V9 CA; 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 201 employees as of July 2024. These team members are located across 4 continents, including North AmericaEuropeAfrica.

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

As of July 2024, Echelon Wealth Partners's key employees include:

Chief Strategy Officer, Head Of Marketing, Head Of Talent: D. C.
Chief Operating Officer & Chief Financial Officer: D. G.
Chief Marketing Officer & Chief Client Officer: D. M.
Chief Compliance Officer: L. C.
Chief Financial Officer: M. M.

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