Echelon Wealth Partners

Echelon Wealth Partners is a wealth management financial services company located in Toronto. Our successful track record of performance lies in full-service investment banking that is focused on growing mid-cap growth companies, in key sectors where our investment banking team has specialized knowledge and strong corporate and “buy-side” relationships. Our dedicated team of investment bankers provides access to Strategic Advisory, Mergers and acquisitions, Analysis and Valuation Services, and Creative Equity and Debt Solutions. Echelon clients trust us to lead due diligence and successfully execute public and private equity investment opportunities, and corporate development projects, perform general market research to identify attractive investment themes, source investment opportunities that meet portfolio objectives, as well as analyze investment opportunities and prepare proposals, including financial modeling, valuation, and comparable company analysis.