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.

Doug Glover

Robert Lee

Jason M.

Shaun Datt Cpa, Ca

P.eng Simon Akit

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

Investment Advisory

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.

Administration and Systems

This department manages investment portfolios and advises on financial strategies.

Portfolio Management

The Compliance Team at Echelon Wealth Partners ensures adherence to regulatory requirements and internal policies, mitigating risks and promoting ethical practices. Led by the Director of Compliance, the team oversees compliance monitoring, conducts audits, provides training, and works to safeguard the firm's integrity and the interests of its clients.

Echelon Wealth Partners

Org chart

Teams

Investment Advisory

Managing Directors

Administration

Administration and Systems

Portfolio Management

Compliance Team

Offices

Echelon Wealth Partners

Org chart

Teams

Investment Advisory

Managing Directors

Administration

Administration and Systems

Portfolio Management

Compliance Team

Offices

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