Echelon Wealth Partners

    OverviewSuggest Edit

    Echelon Wealth Partners is a wealth management and capital markets firm. It offers financial planning strategies, retirement planning advice, portfolio management, analysis and valuation, and other services using its online platform.
    TypePrivate
    Founded2010
    HQToronto, CA
    Websiteechelonpartners.com
    Employee Ratings3.4

    Recent NewsAll News

    Latest Updates

    Employees (est.) (Nov 2020)187(-1%)
    Cybersecurity ratingCMore

    Key People/Management at Echelon Wealth Partners

    Brandon Ash

    Brandon Ash

    Vice President
    Karanjit Bhugra

    Karanjit Bhugra

    Managing Director
    Rob Furse

    Rob Furse

    Chairman & President
    Dominic Chow

    Dominic Chow

    Chief Strategy Officer
    Lui Barbati

    Lui Barbati

    Vice President
    David Doritty

    David Doritty

    Vice-Chairman
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    Echelon Wealth Partners Office Locations

    Echelon Wealth Partners has offices in Toronto, Calgary, Edmonton, London and in 6 other locations
    Toronto, CA (HQ)
    1 Adelaide St E #2100
    Calgary, CA
    123 9a St NE
    Calgary, CA
    525 8 Ave SW #400
    Edmonton, CA
    8603 104 St NW
    London, CA
    235 N Centre Rd #302
    Montréal, CA
    1000 De La Gauchetière, 1000 Rue de la Gauchetière O #1130
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    Echelon Wealth Partners Financials and Metrics

    Summary Metrics

    Founding Date

    2010

    Echelon Wealth Partners Cybersecurity Score

    Cybersecurity ratingPremium dataset

    C

    72/100

    SecurityScorecard logo

    Echelon Wealth Partners Online and Social Media Presence

    Embed Graph

    Echelon Wealth Partners Blogs

    Weekly Insights: Golden Pause

    Investing in gold, either gold producers or bullion, has never been easy. Of course we are not counting the “gold bugs” who believe anytime is a good time to buy gold. Gold investing isn’t easy because it changes so much from one period to the next. There are periods that gold is a hedge against inf…

    Weekly Insights: Who Will Pick Up The Tab?

    COVID-19 has caused a global recession, reducing government receipts while triggering a policy response that is unprecedented in size and scope. There is no question this has blown a huge hole through most countries’ budget and finances. According to the IMF, the fiscal policy response to COVID-19 h…

    Weekly Insights, The Great Rotation

    This year has seen an historic divergence between the economy and the stock market, and also within equity markets themselves. There is no question that the COVID-19 pandemic and the response in fighting it has unfairly impacted many industries while many others remain unscathed or have even benefit…

    Weekly Insights, 2020 Election: Sweet Gridlock?

    At this point it would appear, based on the odds and the views of political “experts”, that Joe Biden will be the winner. The Senate will remain under Republican control and the House will be under Democratic control, albeit less so than before. So here are our thoughts on the market/economic implic…

    November 2020 Investor Strategy: Pandemic, Polls, & Positioning

    The relationship between politics and finance is closely intertwined. Every four years, we have a major convergence when Americans head to the polls and investors try to figure out what it means for their portfolios. Canadians have a vested interest as Canada’s economy and a large portion of diversi…

    Market Monthly: October’s Monthly Market Returns

    Tune in monthly to get monthly market returns brought to you by the Echelon Wealth Partners' Insight Team. Simply download the PDF file below and enjoy great content. The post Market Monthly: October’s Monthly Market Returns appeared first on Echelon Wealth Partners Inc.
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    Echelon Wealth Partners Frequently Asked Questions

    • When was Echelon Wealth Partners founded?

      Echelon Wealth Partners was founded in 2010.

    • Who are Echelon Wealth Partners key executives?

      Echelon Wealth Partners's key executives are Brandon Ash, Karanjit Bhugra and Rob Furse.

    • How many employees does Echelon Wealth Partners have?

      Echelon Wealth Partners has 187 employees.

    • Who are Echelon Wealth Partners competitors?

      Competitors of Echelon Wealth Partners include TABB Group, Actifi and MBS Capital Markets.

    • Where is Echelon Wealth Partners headquarters?

      Echelon Wealth Partners headquarters is located at 1 Adelaide St E #2100, Toronto.

    • Where are Echelon Wealth Partners offices?

      Echelon Wealth Partners has offices in Toronto, Calgary, Edmonton, London and in 6 other locations.

    • How many offices does Echelon Wealth Partners have?

      Echelon Wealth Partners has 11 offices.