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Echelon Wealth Partners

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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 more than $4 billion in assets under administration and management. we service clients across canada from our offices in toronto, oakville, ottawa, london, montreal, saskatoon, calgary, vancouver, victoria and tokyo.

Headquarters:
1 Adelaide Street East, Suite 2000, Toronto, Ontario, Canada, M5c 2v9
Industry:
Financial Services
Founded:
2010
Employees:
215
Annual Revenue:
-

Type: Private
Ticker: -
Canada 206United States 7Belgium 1
Capital MarketsInvestment BankingWealth PreservationPrivate PlacementWealth ManagementFinancial Planning
SIC Code: 6211Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Security Brokers, Dealers, and FlotationIndustry Sector: Security Brokers, Dealers, and Flotation Companies
NAICS Code: 523110Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Investment Banking and Securities DealingNational Industry: Investment Banking and Securities Dealing

Frequently asked questions about Echelon Wealth Partners

Let us help answer the most common questions you might have.

Where is Echelon Wealth Partners located?

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Echelon Wealth Partners' headquarters is located at 1 Adelaide Street East, Suite 2000, Toronto, Ontario, Canada, M5c 2v9

What is Echelon Wealth Partners' official website?

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Echelon Wealth Partners' official website is echelonpartners.com

What is Echelon Wealth Partners' SIC code?

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SIC Code: 6211Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Security Brokers, Dealers, and FlotationIndustry Sector: Security Brokers, Dealers, and Flotation Companies

What is Echelon Wealth Partners' NAICS code?

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NAICS Code: 523110Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Securities and Commodity Contracts Intermediation and BrokerageNAICS Industry: Investment Banking and Securities DealingNational Industry: Investment Banking and Securities Dealing

How many employees does Echelon Wealth Partners have?

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Echelon Wealth Partners has 215 employees

What industry does Echelon Wealth Partners belong to?

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Echelon Wealth Partners is in the industry of: Financial Services

What are Echelon Wealth Partners' social media links?

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Echelon Wealth Partners Facebook page
Echelon Wealth Partners Twitter page
Echelon Wealth Partners Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
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Paul Marai

VP Digital Marketing

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