HR
Heather Renzella
Senior Associate at Echelon Wealth Partners
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Work Experience
Apr 2016 - Present · 8 years and 8 months
Senior Associate
Oct 2016 - Present · 8 years and 2 months
Specialist, Separately Managed Accounts
Apr 2016 - Present · 8 years and 8 months
Specialist, Seperately Managed Accounts
Mar 2015 - Apr 2016 · 1 years and 1 months
Company Details
201-500 Employees
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 approximately $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, London, Montreal, Vancouver, Calgary, Victoria Saskatoon, and Edmonton.
Year Founded
2010
Social Media
Linkedin
Industry
Financial Services
HQ Location
1 Adelaide St E Suite 2000 Toronto, Ontario M5C 2V9, CA
Keywords
Wealth ManagementCapital MarketsWealth PreservationInvestment BankingFinancial Planningand Private Placement
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