Echelon Wealth Partners Annual Revenue, Number of Employees, Growth and Funding

Overview

Location:
Toronto, ON Canada
Total Funding:N/A
Industry:Finance
Founded:2010
Lead Investor(s):N/A
Press

State Ranking

Estimated Revenue & Financials

  • Echelon Wealth Partners's estimated annual revenue is currently $39.5M per year.
  • Echelon Wealth Partners's estimated revenue per employee is $196,418

Employee Data

  • Echelon Wealth Partners has 201 Employees.
  • Echelon Wealth Partners grew their employee count by 8% last year.
  • Echelon Wealth Partners currently has 1 job openings.

Executive Contacts

NameTitle
Deborah HarrisChief Marketing Officer & Chief Client Officer
Al CheatleySVP, Investment Advisor
Mike WhiteVice President, Investment Advisor
Thierry TremblayVice President, Portfolio Manager
Ross HendersonV.P. Sr Investment Advisor
Tom GougeonBranch Manager, Vice President, Portfolio Manager, Investment Advisor
Sarah CarterMarketing & Creative Director
Bob MagtanongVP, Equity Trading
Tom PanouliasManaging Director Investment Banking
Peter GrahamManaging Director Investment Banking

Were 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, London, Montreal, Saskatoon, Calgary, Edmonton, Vancouver, Victoria and Tokyo.

keywords:N/A

201

Number of Employees

$39.5M

Revenue (est)

1

Current Jobs

8%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
Financial Horiz...
$65.7M3353%N/A
BeachHead Incor...
$6.3M3223%N/A
Libro Credit Un...
$100M5095%N/A
SAFEBRIDGE Fina...
$8M410%N/A
Aligned Capital...
$35.5M18118%N/A
RBC Wealth Mana...
$60.9M31012%N/A
The CFO Centre ...
$11.6M5918%N/A
Investment Mana...
$28.4M14422%N/A
Haventree Bank
$30M15314%N/A
Lending Loop
$8.2M425%N/A

Echelon Wealth Partners News

09/03/2019 - First Trust China AlphaDEX Fund (NASDAQ:FCA) Stock ...

First Trust China AlphaDEX Fund (NASDAQ:FCA)'s stock had its “buy” rating reiterated by stock analysts at Echelon Wealth Partners in a ...

09/08/2019 - TMAC Resources (TSE:TMR) Receives “Speculative Buy” Rating from Echelon Wealth Partners

Echelon Wealth Partners reiterated their speculative buy rating on shares of TMAC Resources (TSE:TMR) in a research report sent to investors ...

09/03/2019 - Sienna Senior Living (TSE:SIA) Downgraded by Echelon ...

Echelon Wealth Partners downgraded shares of Sienna Senior Living (TSE:SIA) from a buy rating to a hold rating in a research report report ...