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

Joseph Gunnar

Joseph Gunnar & Co., LLC was founded in 1997 is a full service broker-dealer dedicated to assisting investors achieve their financial goals by providing a full array of investment products & vehicles to private and corporate clients. Our firm`s capabilities include a full suite of investment banking, corporate finance, institutional & retail sales and trading and equity research services. We are committed to assisting our valued private clients achieve their financial goals ranging from generating wealth accumulation, funding a college education, planning for retirement, and creating shareholder value. Our product and service offerings provide our private and corporate clients a competitive advantage. As a result of years of relationship building, our private clients have access to investment opportunities not readily available at our larger competitors. Our boutique approach to our corporate clients provides for a value-added component to basic financings not typically experienced at bigger firms. Our Investment Banking division can address a broad spectrum of corporate strategy needs such as mergers & acquisitions and business development initiatives. Our Equity Capital Markets team is dedicated to equity transactions including Initial Public Offerings (IPOs), Follow-On Offerings (FPO`s), Private Investment in Public Equities (PIPEs) and Special Purpose Acquisition Companies (SPACs). Our team has access to over 10,000 institutions of all sizes throughout the U.S., Europe, Israel, Asia and South America. Our affiliate, Buttonwood Group Advisors, manages a family of Private Investment Funds that provide retail and institutional investors access to investments in rapid-growth, pre-IPO companies. Joseph Gunnar & Co., LLC is a registered broker-dealer and member of Financial Industry Regulatory Authority (FINRA) and Securities Insurance Protection Corporation (SIPC).

Financial Group, Inc.

Financial Group, Inc. is one of the leading companies in the Financial Services sector.

Tri Telic Business

Tri Telic Business is a Santa Rosa, CA-based company in the Financial Services sector.

Hutchinson Enterprises

Hutchinson Enterprises is a Huntsville, AL-based company in the Financial Services sector.

Wind River Holdings

Wind River Holdings is one of the leading providers in Financial Services. It is based in Hartford, CT. To find more information about Wind River Holdings, please visit www.windriverholdings.com