Echelon Wealth Partners Revenue and Competitors

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Toronto, ON CAN



Total Funding



Estimated Revenue & Valuation

  • Echelon Wealth Partners's estimated annual revenue is currently $55M per year.(i)
  • Echelon Wealth Partners's estimated revenue per employee is $231,000

Employee Data

  • Echelon Wealth Partners has 238 Employees.(i)
  • Echelon Wealth Partners grew their employee count by 3% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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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.



Total Funding


Number of Employees


Revenue (est)


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Echelon Wealth Partners News

2022-04-17 - Evogene (TSE:EVGN) Receives Buy Rating from Echelon ...

Evogene (TSE:EVGN – Get Rating)'s stock had its “buy” rating reaffirmed by equities research analysts at Echelon Wealth Partners in a...

2022-04-17 - Echelon Wealth Partners Research Analysts Increase ...

Echelon Wealth Partners Research Analysts Increase Earnings Estimates for Ascend Wellness Holdings, Inc. (OTC:AAWH).

2022-04-17 - Echelon Wealth Partners Comments on WELL Health ...

Echelon Wealth Partners Comments on WELL Health Technologies Corp.'s Q1 2022 Earnings (TSE:WEL). Posted by admin on Apr 27th, 2022.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding

Echelon Wealth Partners Executives

Deborah HarrisChief Marketing Officer & Chief Client Officer
Louis CavalarisChief Compliance Officer
David CussonCEO
Dominic ChowChief Strategy Officer
Doug GloverChief Financial Officer & Chief Operating Officer
Rebecca GondosExecutive Assistant to the CEO
Doug GloverChief Operating Officer & Chief Financial Officer
Toral PatelVice President, Equity Capital Markets
Kevin CampbellVice President & Branch Manager
Charles Hébert-SeynettVice-President Institutional Sales Trader at Echelon Capital Markets
Al CheatleySVP, Investment Advisor
Mike WhiteVice President, Investment Advisor
Ross HendersonV.P. Sr Investment Advisor
Tom GougeonBranch Manager, Vice President, Portfolio Manager, Investment Advisor
Rob FursePresident
Bernie HenselVice President. Portfolio Mgr and Branch Mgr
Richard OuelletteVP Institutional Sales and Trading
Steven SirbovanVice President, Investment Banking
Crissa PakkidisVice President, Corporate Initiatives
Debbie FungVice President - Equity Capital Markets
Michael JudgeSenior Vice-President & Portfolio Manager
Brian MercerVice President, Portfolio Management
Ron WalchukVice President - Western Canada
Scott StrappVP, Portfolio Manager & Branch Manager
Debbie FungVice President - Equity Capital Markets
Erin M.Vice President, Wealth Planning Services and Insurance