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.
Beng Lai
Managing Director Investment B...
Cim Pfp Bernie Hense...
Vice President. Portfolio Mgr ...
Debbie Fung
Vice President - Equity Capita...
Julio Balkowski
Investment Banking Analyst
Marco Zaino
Vice President Portfolio Manag...
Matt Morra
Investment Banking Associate
Melissa Tan
Managing Director & Head, Equi...
P.eng. Ryan Mooney
Managing Director, Investment ...
Philippe Castonguay
Directeur Général / Managing D...
Shaun Datt Cpa, Ca
Investment Banking Associate
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