What departments does Echelon Wealth Partners have?

Echelon Wealth Partners has employees across 14 departments including Finance, Sales, Banking, Quality Assurance, Retail.

What is the largest department at Echelon Wealth Partners?

The largest department at Echelon Wealth Partners is Finance with 12 employees.

Where are Echelon Wealth Partners employees located globally?

Echelon Wealth Partners has employees across 3 continents and 6 countries including United Arab Emirates, Belarus, Belgium, United Kingdom Of Great Britain And Northern Ireland, Canada.

How has Echelon Wealth Partners's team size changed over time?

Echelon Wealth Partners's team has decreased from approximately 266 to 61 employees based on available data.

Echelon Wealth Partners Employee Directory

Financial ServicesOntario, Canada51-200 Employees

Echelon Wealth Partners is a Canadian-owned and operated financial services firm offering wealth management and capital markets services. It emphasizes independent investment advice, professional management, and client-centered service to establish long-term relationships with clients. The firm reports assets under administration and management of about $6 billion and revenue in the range of $10 million to $25 million, and operates from offices across Canada, including Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria, Saskatoon, and Edmonton. Headquartered at 1 Adelaide Street East in Toronto, Ontario, the company employs between 51 and 200 people. In March 2024, CIRO issued allegations against Echelon Wealth Partners Inc. and a representative alleging violations of CIRO rules.

Echelon Wealth Partners Global Highlights

North America
92

Canada
81
United States Of America
11

Europe
3

Belarus
1
Belgium
1
United Kingdom Of Great Britain And Northern Ireland
1

Asia
2

United Arab Emirates
2

Echelon Wealth Partners's Leadership

D. G.
Chief Operating Officer & Chief Financial Officer
Mobile Phone
Email
E. M.
President, Insurance And Vice President Of Wealth Services
Mobile Phone
Email
A. C.
Svp, Investment Advisor
Mobile Phone
Email
M. W.
Vice President, Investment Advisor
Mobile Phone
Email
B. H.
Vice President. Portfolio Mgr And Branch Mgr
Mobile Phone
Email
T. G.
Branch Manager, Vice President, Portfolio Manager, Investment Advisor
Mobile Phone
Email
B. M.
Vice President, Portfolio Management
Mobile Phone
Email
E. T.
Vice President, Senior Investment Advisor
Mobile Phone
Email

Echelon Wealth Partners Employee Metrics

100%

50%

0%

2026

2025

Finance
Analytics
Sales
Banking
Research
Other
Operations
Consultant
Community & Social Services
Legal
Accounting

Contact profiles from Echelon Wealth Partners

Name

Title

Contact Info

Location

Last Update

S. D.
Associate Director, Investment Banking
Mobile Phone
Email
CanadaOntario
Jun 27, 2026
J. T.
Managing Director, Institutional Trading
Mobile Phone
Email
CanadaOntario
Apr 13, 2026
J. M.
Director Of Maintenance
Mobile Phone
Email
Oct 21, 2024
R. L.
Managing Director, Lnstutional Sales - Echelon Partners
Mobile Phone
Email
CanadaOntario
Aug 19, 2025
D. O.
Senior Portfolio Manager And Investment Advisor
Mobile Phone
Email
CanadaOntario
Jun 24, 2026
R. L.
Senior Investment Advisor And Portfolio Manager
Mobile Phone
Email
CanadaOntario
May 29, 2026
N. E.
Manager, National Branch Administration, Retail
Mobile Phone
Email
CanadaOntario
Apr 15, 2026
D. S.
Portfolio Manager/Investment Advisor
Mobile Phone
Email
CanadaAlberta
Jul 09, 2026
J. D.
Portfolio Manager
Mobile Phone
Email
Canada
Jul 08, 2026
D. C.
Senior Compliance Manager
Mobile Phone
Email
CanadaOntario
Jun 10, 2024

Frequently Asked Questions

What is Echelon Wealth Partners known for?

Echelon Wealth Partners operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-855-598-****

. Explore Echelon Wealth Partners's company overview page for more information.

What is Echelon Wealth Partners's most common email format?

Echelon Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Echelon Wealth Partners email formats with LeadIQ.

How many employees does Echelon Wealth Partners have currently?

Echelon Wealth Partners has approximately 57 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Echelon Wealth Partners's key employees and leadership?

As of July 2026, Echelon Wealth Partners's key employees include:

Chief Operating Officer & Chief Financial Officer: D. G.
President, Insurance And Vice President Of Wealth Services: E. M.
Svp, Investment Advisor: A. C.
Vice President, Investment Advisor: M. W.
Vice President. Portfolio Mgr And Branch Mgr: B. H.

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Echelon Wealth Partners Employee Directory

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