Echelon Wealth Partners
Julio Balkowski is an experienced investment banking analyst currently working at Ventum Financial, following a position at M Partners Inc. and previous roles at FirePower Capital and TD. Notable experience includes serving as an analyst in origination and personal banking, as well as a junior analyst position at mettleAI, where contributions helped raise $2 million for a digital health start-up. Julio holds a Bachelor of Arts in Economics (Honours) from Brock University and is a Level I Candidate at the CFA Institute. Education background includes secondary school diploma from St. Aloysius Gonzaga Catholic Secondary School.
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Echelon Wealth Partners
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.