Echelon Wealth Partners
Financial Services
Ca
68 employees
- Employees
- 68
- Contacts
- 2
- Emails
- 2
Echelon Wealth Partners Overview
- Headquarters
- Ca
- Website
- echelonpartners.com
- Industry
- Financial Services
- Employees
- 68
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About 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.
Echelon Wealth Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Echelon Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Robert Northcoat. | Specialist Self Managed Superannuation |
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| Jonathan Thompson | Toronto, Ontario, Canada |
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| David Somerville | Portfolio Manager at Echelon Wealth | Calgary, Alberta, Canada |
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| Francis Pope | Investment Advisor |
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Employees by Management Level
Individual contributor
11 profiles
Senior / Lead
5 profiles
Associate / junior
3 profiles
Executive
2 profiles
Manager
2 profiles
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 8 | 8 | 1 |
| Sales | 4 | 4 | 0 |
| IT | 2 | 2 | 0 |
| Operations | 1 | 1 | 1 |
| Finance | 1 | 1 | 0 |
| Executive | 1 | 1 | 0 |
Echelon Wealth Partners Tech Stack
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