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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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
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Decision-makers and verified team members
63 contacts with verified email or phone · masked until revealed.
- RL
Richard Lax
Senior Investment Advisor and Portfolio Manager · Finance & Accounting
EmailPhone - HK
Husein Kaba
Senior Technical Analyst · Information Technology
EmailPhone - DG
Doug Glover
Chief Operating Officer & Chief Financial Officer · Other
EmailPhone - AR
Alan Richardson
Senior Investment Advisor · Finance & Accounting
EmailPhone - SD
Shaun Datt
Associate Director, Investment Banking · Finance & Accounting
EmailPhone - TG
Tom Gougeon
Director · General Business & Management
EmailPhone - AC
Al Cheatley
SVP, Investment Advisor · Finance & Accounting
EmailPhone - BH
Bernie Hensel
Vice President Portfolio Mgr and Branch Mgr · Other
EmailPhone - BM
Brian Mercer
Vice President, Portfolio Management · Finance & Accounting
EmailPhone
Showing 9 of 63 verified contacts
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
Sign up to unlock all 63 contacts at Echelon Wealth Partners
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 63 verified contacts at Echelon Wealth Partners
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