stuart rolfe
director, institutional sales
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Professional Email
****@****.com
Personal Email
****@****.com
Work Phone
(***) ***-***
Mobile
(***) ***-***
Local Location
toronto, ontario, canada
HQ Location
toronto, ontario, canada
Industry
financial services, sales
Designation
director, institutional sales
Birthday
-
Gender
male
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.
HQ Location
toronto, ontario, canada
Industry
financial services
Employees
77
Founded
2010
Specialties
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