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)

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 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

Leadership Team

Investment Banking

Sales and Trading Team

About

Team members

Other teams at Echelon Wealth Partners

Leadership Team

Investment Banking