Company Overview
Team Members
Technologies
Email Formats
Competitors
Faqs

10 free leads on us

Use our Chrome Extension & instantly connect with prospects

Download Free
Use Google
crystals

Find Contacts

Homepage  >  Finance  > 

Echelon

Company Name

Echelon

Main Industry

Investment Banking, Finance

Website

www.echelonpartners.com

Contact Information

Toronto, Ontario Office

1 Adelaide Street East Fl 21, Toronto, Ontario, M5C 2V9, Canada

Montreal, Quebec Office

1000 De La Gauchetière Street West Ste 1100, Montreal, Quebec, H3B 4W5, Canada

(888) 232-1733

Montreal, Quebec Office

1000 De La Gauchetière Street West Ste 1130, Montreal, Quebec, H3B 4W5, Canada

(416) 572-5523

Echelon Profile and History

Founded in 2010, Echelon Wealth Partners is a Canadian independent wealth management and capital markets firm. Services they provide include portfolio management, financial planning, investment banking, and more. With multiple branches, Echelon Wealth Partners is based out of Toronto, Ontario.

Echelon Wealth Partners

echelon wealth partners Inc

Echelon Wealth Partners| Inc

Echelon Partners LLC

Echelon Partners

Revenue

$123.7 M

Employees

242

Founded

2010

Primary Industries

Funding History

Echelon raised a total of $27 M in funding over 1 rounds.

Echelon Executive Team & Key Decision Makers

Name & TitleContact Info
Louis Cavalaris
Louis Cavalaris

Chief Compliance Officer

❅❅❅❅@echelonpartners.com

(416) ❅❅❅-❅❅❅❅

Visit Profile

Rob Furse
Rob Furse

President

❅❅❅❅@echelonpartners.com

(416) ❅❅❅-❅❅❅❅

Visit Profile

Doug Glover
Doug Glover

Chief Operating Officer & Chief Financial Officer

❅❅❅❅@echelonpartners.com

(416) ❅❅❅-❅❅❅❅

Visit Profile

Patricia Best
Patricia Best

Chief Communications Officer

(416) ❅❅❅-❅❅❅❅

Visit Profile

Dominic Chow
Dominic Chow

Chief Strategy Officer

❅❅❅❅@echelonpartners.com

(416) ❅❅❅-❅❅❅❅

Visit Profile

Cory Castellarin
Cory Castellarin

Director & Controller

(416) ❅❅❅-❅❅❅❅

Visit Profile

David Campbell
David Campbell

Head Executive VP, Institutional Trading

(416) ❅❅❅-❅❅❅❅

Visit Profile

Robert Lee
Robert Lee

Managing Director, Institutional Sales

❅❅❅❅@echelonpartners.com

(647) ❅❅❅-❅❅❅❅

Visit Profile

Sherman Les
Sherman Les

Senior Vice President

❅❅❅❅@echelonpartners.com

(416) ❅❅❅-❅❅❅❅

Visit Profile

Michael Lorimer
Michael Lorimer

Managing Director

❅❅❅❅@echelonpartners.com

(416) ❅❅❅-❅❅❅❅

Visit Profile

Todd Johnson
Todd Johnson

Managing Director, Institutional Sales

❅❅❅❅@echelonpartners.com

(416) ❅❅❅-❅❅❅❅

Visit Profile

Ian Kilimnik
Ian Kilimnik

Managing Director, Investment Banking (Mergers & Acquisitions)

❅❅❅❅@echelonpartners.com

(416) ❅❅❅-❅❅❅❅

Visit Profile

Recently Updated Team Members

Name & TitleContact Info
Jonathan Thompson
Jonathan Thompson

Managing Director, Institutional Trading

❅❅❅❅@echelonpartners.com

(416) ❅❅❅-❅❅❅❅

Visit Profile

John Chapman
John Chapman

Investment Advisor

Visit Profile

Marianna Glazounova

❅❅❅❅@echelonpartners.com

(416) ❅❅❅-❅❅❅❅

Visit Profile

Bessie Tabarrok

❅❅❅❅@echelonpartners.com

(647) ❅❅❅-❅❅❅❅

Visit Profile

Jim Armiento
Jim Armiento

Senior Portfolio Manager

❅❅❅❅@echelonpartners.com

Visit Profile

Matthew Morra
Matthew Morra

Investment Banking Associate

❅❅❅❅@echelonpartners.com

(647) ❅❅❅-❅❅❅❅

Visit Profile

Randy Douglas
Randy Douglas

Senior Portfolio Manager

❅❅❅❅@echelonpartners.com

(613) ❅❅❅-❅❅❅❅

Visit Profile

Patrick Ferguson
Patrick Ferguson

Investment Advisor

❅❅❅❅@echelonpartners.com

(613) ❅❅❅-❅❅❅❅

Visit Profile

Khushbu Jain
Khushbu Jain

Investment Associate & Advisor

❅❅❅❅@echelonpartners.com

(613) ❅❅❅-❅❅❅❅

Visit Profile

Kim Forma
Kim Forma

Accounts & Transfers Associate

❅❅❅❅@echelonpartners.com

(416) ❅❅❅-❅❅❅❅

Visit Profile

Anastasia Koreck
Anastasia Koreck

Investment Advisor & Assistant

❅❅❅❅@echelonpartners.com

(613) ❅❅❅-❅❅❅❅

Visit Profile

Catherine Schonfeldt
Catherine Schonfeldt

Investment Advisor & Assistant

❅❅❅❅@echelonpartners.com

(613) ❅❅❅-❅❅❅❅

Visit Profile

Maureen Crook
Maureen Crook

Branch Administrator

❅❅❅❅@echelonpartners.com

(613) ❅❅❅-❅❅❅❅

Visit Profile

Jennifer Swedberg
Jennifer Swedberg

Investment Advisor

❅❅❅❅@echelonpartners.com

(604) ❅❅❅-❅❅❅❅

Visit Profile

Top Echelon Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Echelon.

Web Analytics

(4 Technologies)

Applicant Tracking Systems

(3 Technologies)

Programming Languages

(3 Technologies)

Content Delivery Networks

(2 Technologies)

Social Login

(2 Technologies)

Echelon Email Formats

ParameterSample EmailPercentage

Echelon Top Competitors

CompanyEmployeesRevenueTop technologies
RBC Dominion Securities Inc

RBC Dominion Securities Inc

333$140.2 M
Canaccord Genuity Corp

Canaccord Genuity Corp

83$12 M
Dundee Wealth Management Inc

Dundee Wealth Management Inc

550$203.7 M
Guardian Capital Group Ltd

Guardian Capital Group Ltd

252$229 M
Gluskin Sheff + Associates Inc

Gluskin Sheff + Associates Inc

135$115.8 M

Your Questions, Our Answers

Get Free Access to Echelon Contacts Info

What is Echelon revenue?

Echelon revenue is $123.7 M

How many employees does Echelon have?

Echelon has 242 employees

What are Echelon’s primary industries?

Echelon’s main industries are: Finance, Investment Banking

Who is Echelon’s CEO?

Echelon’s CEO is David Cusson

What are some additional names or alternative spellings that users use while searching for Echelon?

Echelon appears in search results as Echelon Wealth Partners, echelon wealth partners Inc, Echelon Wealth Partners| IncEchelon Partners LLC, Echelon Partners...See More