Multithread effectively and personalize outreach to convert deals faster
Elevate social presence and drive business growth from social media
Identify and prioritize high-intent leads, and improve sales effectiveness
Find and connect with ICP attendees, and improve event outcomes
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.
Serves as the central hub for Echelon's national operations, including executive leadership, wealth management, investment banking, capital markets, and corporate support services.
Located in Brookfield Place, a prominent office complex in Toronto's financial district known for its modern architecture and the iconic Allen Lambert Galleria.
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.
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.
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.
Brookfield Place, 181 Bay Street, Suite 350
Toronto
Ontario
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.
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.
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.
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.
As of April 2025, Echelon Wealth Partners' leadership includes:
Echelon Wealth Partners has been backed by several prominent investors over the years, including:
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.
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 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
The Globe and Mail / Financial Post • November 20, 2023
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 Executive • June 14, 2023
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
See where a company’s workforce is located, by country or region.
View past and recent funding rounds with amounts and investors.
Understand company revenue estimates and financial scale.
Track active roles and hiring trends to spot growth signals.
Discover what a company offers—products, platforms, and solutions.
Get the company’s official SIC and NAICS classifications.
Analyze visitor volume, engagement, and top traffic sources.
Explore LinkedIn, Twitter, and other active social profiles.
Identify top competitors based on similar business traits.
Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.
Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.
Thousands of companies, including Echelon Wealth Partners, are just a search away.