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

P.eng. Ryan Mooney

Shaun Datt Cpa, Ca

Robert Lee

Doug Glover

Jason M.

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

The Investment Banking team at Echelon Wealth Partners focuses on providing comprehensive financial advisory services, including mergers and acquisitions, capital raising, and strategic advisory. The team works closely with clients to develop tailored solutions for equity and debt financing, manage public offerings, and optimize their capital structure, leveraging their broad industry expertise and market insights to help clients achieve their financial objectives.

Investment Banking

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

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.

Compliance Team

The Financial Services Team at Echelon Wealth Partners focuses on providing comprehensive financial planning and wealth management solutions. Led by experienced professionals, including a Certified Financial Planner and Senior Portfolio Manager, the team offers tailored insurance, credit risk management, and investment strategies to help clients achieve their financial goals.

Echelon Wealth Partners

Org chart

Teams

Leadership Team

Investment Banking

Sales and Trading Team

Managing Directors

Compliance Team

Financial Services Team

Offices

Echelon Wealth Partners

Org chart

Teams

Leadership Team

Investment Banking

Sales and Trading Team

Managing Directors

Compliance Team

Financial Services Team

Offices

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