HR Execs on the Move

Echelon Wealth Partners

www.echelonpartners.com

 
We`re a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We aim to build lifetime relationships and deliver superior service. Our financial professionals have the freedom to offer truly independent investment advice, always putting their clients` needs first. We are also a growing firm, with more than $4 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, Montreal, Calgary, Vancouver, Victoria and Tokyo.
  • Number of Employees: 0-25
  • Annual Revenue: $0-1 Million

Executives

Name Title Contact Details

Similar Companies

Truxton Trust

Truxton Trust Company is a provider of private banking, wealth management, trust, and family office services for wealthy individuals, their families and their business interests. Serving clients across the world, Truxton`s vastly experienced team of professionals provides customized solutions to its clients` complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton Trust upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX).

Studley, Inc.

Studley, Inc. is one of the leading providers in Financial Services. It is based in Beach Haven, NJ. To find more information about Studley, Inc., please visit www.studley.com

Advisors Asset Management

Established in 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals and their clients. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business. For nearly 40 years, AAM has been a trusted resource for financial advisors and broker/dealers. We offer access to UITs, open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics and now exchange-traded funds (ETFs). Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC.

Globalwise Investments

GlobalWise Investments, Inc., via its wholly owned subsidiary Intellinetics, Inc., is a Columbus, Ohio based Enterprise Content Management (ECM) pioneer with industry-leading software that delivers cloud ECM based solutions on-demand. The Company’s flagship platform, Intellicloud™, represents a new industry benchmark and game-changing solution by enabling clients to access and manage the content of every scanned document, file, spreadsheet, email, photo, audio file or video tape – virtually anything that can be digitized – in their enterprise from any PC, laptop, tablet or smartphone from anywhere in the world.

Fundbox

Our mission at Fundbox is to help democratize access to business credit. We use technology, data science, and common sense to connect small businesses with previously unattainable financial options. With simple registration and a fast, automated application process, Fundbox offers credit limits up to $100,000 and can transfer funds as soon as the next business day. We help thousands of small business owners across the U.S. gain more control over their finances so they can succeed and grow. Fundbox is located in San Francisco, CA and Tel Aviv, Israel.