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.
View Top Employees from Echelon Wealth Partners| Website | http://www.echelonpartners.com |
| Revenue | $110 million |
| Funding | $27 million |
| Employees | 210 (210 on RocketReach) |
| Founded | 2010 |
| Address | 1 Adelaide St E, Suite 2000, Toronto, Ontario M5C 2V9, CA |
| Phone | (416) 572-5523 |
| Fax | (416) 350-3234 |
| Technologies |
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| Industry | Financial Services, Wealth Management, Investment Banking, Finance, FinTech, Capital Markets, Wealth Preservation |
| Web Rank | 2 Million |
| Keywords | Wealth Management Australia, Independent Investment Advice, Canadian Wealth Management, Financial Planning, Investment Solutions, Money Management, Professional Asset Management, Financial Advisory |
| SIC | SIC Code 62 Companies, SIC Code 621 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523920 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52392 Companies, NAICS Code 5231 Companies |
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Echelon Wealth Partners Questions
The Echelon Wealth Partners annual revenue was $110 million in 2024.
Doug Glover is the Chief Operating Officer and Chief Financial Officer of Echelon Wealth Partners.
210 people are employed at Echelon Wealth Partners.
Echelon Wealth Partners is based in Toronto, Ontario.
The NAICS codes for Echelon Wealth Partners are [5239, 523920, 523, 52, 52392, 5231].
The SIC codes for Echelon Wealth Partners are [62, 621].
Top Echelon Wealth Partners Employees
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ViewChristine Young
Managing Director, Head of Origination at Echelon Wealth Partners
Mississauga, ON, CA2 -
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