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Echelon Wealth Partners

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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HeadquartersToronto, CanadaEmployees61(201 to 500)Annual revenue$10M to <$50MWebsiteechelonpartners.comLinkedIn profileLinkedIn

Verified contacts

63

available on Kipplo

LinkedIn employees

61

201 to 500 range

Open roles

2

across 1 depts

Distinct roles

51

indexed titles

Tech stack

2

tools in use

Monthly traffic

362

organic / mo

Hiring · 2 open positions across 1 departments

Sales2

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63 contacts with verified email or phone · masked until revealed.

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Top roles at Echelon Wealth Partners

51 distinct titles indexed · top 10 shown.

  • 6investment advisor
  • 4administrative assistant
  • 3associate
  • 2payroll and benefits associate
  • 2portfolio manager investment advisor
  • 1--
  • 1associate director, investment banking
  • 1associate investment advisor
  • 1branch administrator and investment associate
  • 1chief financial officer & chief operating officer
  • +41more titles

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