Echelon Wealth Partners is an independently owned and operated wealth management and capital markets investment firm known for its client-centered approach and entrepreneurial spirit.

Finance

Echelon Wealth Partners

David Cusson

Christine Young

Erin M.

Charles Hébert-Seynett

Doug Glover

Robert Lee

Jason M.

Shaun Datt Cpa, Ca

P.eng Simon Akit

The Leadership Team at Echelon Wealth Partners is responsible for setting strategic direction, driving investment initiatives, and overseeing the operational and financial health of the company. This team comprises senior executives from various divisions, including equity capital markets, electronic trading, institutional sales, and investment banking, all working together to ensure the firm delivers exceptional client service and maintains its entrepreneurial spirit. Collectively, they make key decisions that shape the firm's growth and market presence.

Leadership Team

This department provides expert guidance and strategies for clients' investment portfolios.

Investment Advisory

The Sales and Trading Team at Echelon Wealth Partners focuses on facilitating client transactions in capital markets, providing comprehensive sales services to institutional investors, and executing trades efficiently. This team ensures that both institutional and retail clients receive expert advice, timely market insights, and seamless trading experiences tailored to their investment strategies.

Sales and Trading Team

The Managing Directors at Echelon Wealth Partners are responsible for overseeing specialized departments such as electronic trading, origination, institutional sales, and research in telecom and new media. They ensure strategic alignment with the firm's client-centered approach and entrepreneurial values, driving business development and fostering relationships with key stakeholders.

Managing Directors

This department manages administrative functions and supports organizational operations.

Administration

This department manages administrative functions and oversees the architectural design of systems.

Echelon Wealth Partners

Org chart

Teams

Leadership Team

Investment Advisory

Sales and Trading Team

Managing Directors

Administration

Administration and Systems

Offices

Echelon Wealth Partners

Org chart

Teams

Leadership Team

Investment Advisory

Sales and Trading Team

Managing Directors

Administration

Administration and Systems

Offices

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