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.
Company Details
- Employees
- 68
- Address
- 1 Adelaide St E, Suite 2000,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- echelonpartners.com
- Keywords
- Wealth Management, Capital Markets, Wealth Preservation, Investment Banking, Financial Planning, Private Placement.
- HQ
- Toronto, Ontario
Echelon Wealth Partners Questions
Echelon Wealth Partners's website is echelonpartners.com
Echelon Wealth Partners's LinkedIn profile is https://ca.linkedin.com/company/echelonwealth
Echelon Wealth Partners has
68 employees.
View email and phone details for 68
employees at Echelon Wealth Partners.
Echelon Wealth Partners's industry is
Financial Services
Echelon Wealth Partners's top competitors are
Haywood Securities Inc.,
Pi Financial Corp.,
Paradigm Capital,
Ventum Financial,
Novacap,
Origin Merchant Partners,
Firepower Capital,
Cormark Securities Inc.,
Eight Capital,
Canaccord Genuity Group Inc..
Echelon Wealth Partners's categories are Financial Services
