What Does Echelon Wealth Partners Do?

Total employees77
HeadquartersToronto
FoundedN/A

Echelon Wealth Partners Inc. is a Canadian independent, full-service investment dealer offering a comprehensive range of financial services to individuals, families, and institutional clients. Their services encompass wealth management, investment banking, and capital markets. Echelon focuses on providing personalized advice, innovative investment solutions, and access to unique market opportunities. They pride themselves on an entrepreneurial culture and a client-centric approach, aiming to build long-term relationships based on trust and performance. Following a sale in November 2023, the firm is now owned by a partnership of its employees and Stone Asset Management Limited.

Where Is Echelon Wealth Partners's Headquarters?

HQ Function

Serves as the central hub for Echelon's national operations, including executive leadership, wealth management, investment banking, capital markets, and corporate support services.

Notable Features:

Located in Brookfield Place, a prominent office complex in Toronto's financial district known for its modern architecture and the iconic Allen Lambert Galleria.

Work Culture:

Characterized by an entrepreneurial spirit, a collaborative environment, and a strong focus on client service and integrity. Employees are encouraged to be innovative and proactive in delivering financial solutions.

HQ Significance:

Its location in Toronto, Canada's financial capital, provides strategic access to key market players, institutional investors, and a deep talent pool, reinforcing its position as a significant independent dealer.

Values Reflected in HQ: The choice of a prestigious and central location like Brookfield Place reflects Echelon's commitment to professionalism, excellence, and its standing in the Canadian financial services industry.

Location:

While Echelon Wealth Partners primarily operates within Canada with numerous offices across the country, its capital markets division and wealth management services connect clients with global investment opportunities. They facilitate access to international markets for their Canadian clientele and participate in cross-border transactions. However, their physical office presence is concentrated in Canada.

Street Address:

Brookfield Place, 181 Bay Street, Suite 350

City:

Toronto

State/Province:

Ontario

Country:

Canada

Where Else Does Echelon Wealth Partners Operate Around the World?

Vancouver, BC/Canada

Address: 1055 Dunsmuir Street, Suite 1628, Vancouver, BC V7X 1K8

Serves as a key hub for Western Canada, connecting clients with Echelon's national platform and expertise, particularly in resource-based industries and growing tech sector.

Montreal, QC/Canada

Address: 1000 De La Gauchetière Street West, Suite 2620, Montréal, QC H3B 4W5

Acts as Echelon's primary presence in Quebec, facilitating access to local investment opportunities and providing tailored financial solutions for the distinct Quebec market.

Calgary, AB/Canada

Address: 888 3rd Street SW, 10th Floor, Bankers Hall, West Tower, Calgary, AB T2P 5C5

Strategically positioned in Canada's energy capital to serve high-net-worth individuals and corporations in the oil and gas industry, as well as other growing sectors in Alberta.

Buying Intent Signals for Echelon Wealth Partners

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Echelon Wealth Partners? Meet the Executive Team

As of April 2025, Echelon Wealth Partners' leadership includes:

Constantine (Costa) Kostarakis - Chief Executive Officer
David Cusson - Vice-Chairman
Konnin Tam - Chief Financial Officer
Stuart W.C. Lister - General Counsel & Corporate Secretary
Rob Goff - Head of Research, Managing Director
Adam Brown - Head of Operations

Who's Investing in Echelon Wealth Partners?

Echelon Wealth Partners has been backed by several prominent investors over the years, including:

Echelon Wealth Partners Employee Group (Management-led partnership)
Stone Asset Management Limited

What Leadership Changes Has Echelon Wealth Partners Seen Recently?

Hire1
Exits0

In November 2023, Echelon Wealth Partners experienced a significant leadership transition with the appointment of Constantine (Costa) Kostarakis as the new Chief Executive Officer. This followed the acquisition of the firm by an employee-led group and Stone Asset Management Limited. The former CEO, David Cusson, transitioned to the role of Vice-Chairman.

New Appointments:

Constantine (Costa) Kostarakis, Constantine (Costa) Kostarakis was appointed Chief Executive Officer.
David Cusson, David Cusson transitioned to the role of Vice-Chairman, having previously served as CEO.

What Technology (Tech Stack) Is Used byEchelon Wealth Partners?

Discover the tools Echelon Wealth Partners uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Echelon Wealth Partners Email Formats and Examples

Echelon Wealth Partners commonly utilizes the email format [first_initial][last]@[echelonwealth.com], for example, 'jdoe@echelonwealth.com'. This is a frequently observed pattern for professional communication within the company.

flast@echelonwealth.com

Format

slister@echelonwealth.com

Example

90%

Success rate

What's the Latest News About Echelon Wealth Partners?

The Globe and Mail / Financial PostNovember 20, 2023

Echelon Wealth Partners names new CEO Constantine Kostarakis following sale by Canaccord Genuity

Echelon Wealth Partners appointed Constantine (Costa) Kostarakis as its new Chief Executive Officer. This leadership change followed the completion of Echelon's sale by Canaccord Genuity Group Inc. to a partnership led by Echelon’s employees and Stone Asset Management Limited. Former CEO David Cusson transitioned to the role of Vice-Chairman....more

Investment ExecutiveJune 14, 2023

Echelon partners with Purpose Unlimited to offer advisor solution

Echelon Wealth Partners announced a partnership with Purpose Unlimited to launch 'Longevity,' a comprehensive retirement income solution for its advisors and their clients, aiming to address the complexities of decumulation planning....more

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