CTOs on the Move

Echelon Wealth Partners

www.echelonpartners.com

 
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, Montreal, Calgary, Vancouver, Victoria and Tokyo.
  • Number of Employees: 0-25
  • Annual Revenue: $0-1 Million

Executives

Name Title Contact Details

Funding

Echelon Wealth Partners raised $27M on 08/09/2016

Similar Companies

Step

Step is the next generation financial services company building the best banking experience to help teens and young adults achieve financial independence and knowledge at an earlier age.

Franklin-Somerset Federal Credit Union

Franklin-Somerset Federal Credit Union is a Farmington, ME-based company in the Financial Services sector.

Clearview Federal Credit Union

Clearview Federal Credit Union is a Coraopolis, PA-based company in the Financial Services sector.

Upsurge

Investing Made Simple

Neat Capital

Founded in 2015, Neat Capital is streamlining home lending with an online application and real-time loan approval. The result is financing that is as reliable as an all-cash offer.