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

    Latest Updates

    Employees (est.) (Apr 2021)197(+2%)
    Cybersecurity ratingCMore

    Key People/Management at Echelon Wealth Partners

    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
    Steve Burns

    Steve Burns

    Managing Director
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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

    76/100

    SecurityScorecard logo

    Echelon Wealth Partners Online and Social Media Presence

    Embed Graph

    Echelon Wealth Partners News and Updates

    Clear Blue Technologies Announces Closing of Upsized and Oversubscribed Brokered Offering Led by Echelon Wealth Partners Inc.

    NOT FOR DISTRIBUTION TO UNITED STATES NEWS WIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES

    Echelon Wealth Partners Blogs

    MAY 2021 Investor Strategy: Time for real assets?

    The ‘Biden Bust’ that Trump warned us about has turned into the ‘Biden Boom’. April 28th marked President Biden’s 100th day in office. In that time, the S&P 500 is up 8.6%. That mark’s the strongest market performance during a new president's first 100 days since JFK in 1961. Higher taxes you sa…

    Weekly Insights: Market’s mood and flow

    Sometimes we can get a little overboard with our use of market personification. Though abstract and ethereal, the market can be thought of as a projection of human emotion, though it is obviously incapable of human behaviour. Keeping a pulse on the market’s mood is a rather elusive, but important pa…

    Weekly Insights: Bull market year 2 or 12?

    The market moves in cycles with the two key phases being a bull market (good times) and a bear market (bad times). Determining at which point a bull market begins or ends is never evident at the key turning points. It sometimes takes many quarters or even years before all are convinced ‘that was the…

    Weekly Insights: Path to normal

    Over the past number of years there has been a deluge of new data sources. Investors no longer have to wait for company earnings or government statistics to get a sense as to what the economy is doing. This higher frequency data can help in providing an  informational edge and generating portfolio i…

    APRIL 2021 Investor Strategy: Another great quarter to be an investor

    For the first half of the quarter, market participants facilitated a run of risk-on activity. The final month, however, was characterized by a pumping of the brakes on high-flying names. While the majority of markets still performed well, there has undoubtedly been a continued divergence in equities…

    Weekly Insights: Value continues its comeback

    Tune in weekly to read market insights brought to you by the Echelon Wealth Partners Insight Team. Simply download the PDF file below and enjoy great content. Sincerely, Echelon Insights Team The post Weekly Insights: Value continues its comeback 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 Karanjit Bhugra, Rob Furse and Dominic Chow.

    • How many employees does Echelon Wealth Partners have?

      Echelon Wealth Partners has 197 employees.

    • Who are Echelon Wealth Partners competitors?

      Competitors of Echelon Wealth Partners include d-fine, Kasasa and DynaFin Consulting.

    • 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.