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

H. I. M. T.
Norman Heimlich - Senior Investment Advisor
Mobile Phone
Email
CanadaQuebec
Jun 27, 2026
S. S.
Senior Systems Architect
Mobile Phone
Email
CanadaOntario
Jul 01, 2026
H. K.
Senior Technical Analyst
Mobile Phone
Email
CanadaBritish Columbia
Jul 18, 2025
R. D.
Senior Sales Associate
Mobile Phone
Email
CanadaOntario
Jun 02, 2026
R. H.
V.P. Sr Investment Advisor
Mobile Phone
Email
CanadaBritish Columbia
Jul 28, 2023
F. P.
Investment Advisor
Mobile Phone
Email
CanadaOntario
Jun 28, 2026
M. C.
Freelance Editor/Publisher
Mobile Phone
Email
CanadaOntario
Apr 16, 2026
J. S.
Investment Advisor
Mobile Phone
Email
CanadaBritish Columbia
May 30, 2026
J. R.
Systems Analyst / Consultant
Mobile Phone
Email
CanadaOntario
Jun 29, 2026
T. L.
Marketing Specialist
Mobile Phone
Email
CanadaBritish Columbia
Nov 20, 2025

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Echelon Wealth Partners Employee Directory

Find Echelon Wealth Partners employees' phone numbers or email addresses

Name search is limited — try advanced search instead