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 Ratings3.5

    Locations

    Echelon Wealth Partners is headquartered in
    Toronto, Canada

    Location Map

    Latest Updates

    Employees (est.) (May 2020)194

    Key People/Management at Echelon Wealth Partners

    Karanjit Bhugra

    Karanjit Bhugra

    Managing Director
    Brandon Ash

    Brandon Ash

    Vice President
    Lui Barbati

    Lui Barbati

    Vice President
    Dominic Chow

    Dominic Chow

    Chief Strategy Officer
    Carmen Diges

    Carmen Diges

    Director
    Steve Burns

    Steve Burns

    Managing Director
    Show more

    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
    Show all (11)

    Echelon Wealth Partners Financials and Metrics

    Summary Metrics

    Founding Date

    2010

    Echelon Wealth Partners Online and Social Media Presence

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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, Brandon Ash and Lui Barbati.

    • How many employees does Echelon Wealth Partners have?

      Echelon Wealth Partners has 193 employees.

    • Who are Echelon Wealth Partners competitors?

      Competitors of Echelon Wealth Partners include Boston Analytics, TABB Group 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.