Echelon Wealth Partners Revenue and Competitors
Estimated Revenue & Valuation
- Echelon Wealth Partners's estimated annual revenue is currently $55M per year.
- Echelon Wealth Partners's estimated revenue per employee is $231,000
Employee Data
- Echelon Wealth Partners has 238 Employees.
- Echelon Wealth Partners grew their employee count by 3% last year.
Echelon Wealth Partners Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $0.8M | 16 | -24% | N/A | N/A |
#2 | $37.2M | 165 | 19% | $45M | N/A |
#3 | $7.1M | 42 | 0% | N/A | N/A |
#4 | $13.6M | 72 | 47% | N/A | N/A |
#5 | $215.5M | 733 | 12% | N/A | N/A |
#6 | $19.7M | 94 | 24% | N/A | N/A |
#7 | $20.6M | 98 | -10% | N/A | N/A |
#8 | $55.4M | 240 | 4% | N/A | N/A |
#9 | $173.3M | 660 | N/A | N/A | N/A |
#10 | $2.1M | 17 | 6% | N/A | N/A |
What Is Echelon Wealth Partners?
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.
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Total Funding
238
Number of Employees
$55M
Revenue (est)
3%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Echelon Wealth Partners News
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Other Companies in Toronto
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $38M | 238 | 2% | N/A |
#2 | $55M | 238 | 13% | N/A |
#3 | $66.5M | 238 | 48% | N/A |
#4 | $15M | 239 | N/A | N/A |
#5 | $55.2M | 239 | -28% | N/A |
Echelon Wealth Partners Executives
| Name | Title |
|---|---|
| Deborah Harris | Chief Marketing Officer & Chief Client Officer |
| Louis Cavalaris | Chief Compliance Officer |
| David Cusson | CEO |
| Dominic Chow | Chief Strategy Officer |
| Doug Glover | Chief Financial Officer & Chief Operating Officer |
| Rebecca Gondos | Executive Assistant to the CEO |
| Doug Glover | Chief Operating Officer & Chief Financial Officer |
| Toral Patel | Vice President, Equity Capital Markets |
| Kevin Campbell | Vice President & Branch Manager |
| Charles Hébert-Seynett | Vice-President Institutional Sales Trader at Echelon Capital Markets |
| Al Cheatley | SVP, Investment Advisor |
| Mike White | Vice President, Investment Advisor |
| Ross Henderson | V.P. Sr Investment Advisor |
| Tom Gougeon | Branch Manager, Vice President, Portfolio Manager, Investment Advisor |
| Rob Furse | President |
| Bernie Hensel | Vice President. Portfolio Mgr and Branch Mgr |
| Richard Ouellette | VP Institutional Sales and Trading |
| Steven Sirbovan | Vice President, Investment Banking |
| Crissa Pakkidis | Vice President, Corporate Initiatives |
| Debbie Fung | Vice President - Equity Capital Markets |
| Michael Judge | Senior Vice-President & Portfolio Manager |
| Brian Mercer | Vice President, Portfolio Management |
| Ron Walchuk | Vice President - Western Canada |
| Scott Strapp | VP, Portfolio Manager & Branch Manager |
| Debbie Fung | Vice President - Equity Capital Markets |
| Erin M. | Vice President, Wealth Planning Services and Insurance |