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

Csc® Divya Walia Cph®

Saad Khan

Gina-Lee Gatto (GL)

Shanti Narain

Charles Hébert-Seynett

Doug Glover

Dominic Chow

Robert Lee

Nicholas Kaulbach

Jason M.

Rob Goff

P.eng. Ryan Mooney

Philippe Castonguay

Beng Lai

Christine Young

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.

Financial Services Team

Leadership Team

Investment Banking

Sales and Trading Team

Financial Services Team

About

Team members

Other teams at Echelon Wealth Partners

Leadership Team

Investment Banking

Sales and Trading Team