The Advisors

We have approximately 80 experienced advisors across Canada, providing clients with unparalleled service and independent investment advice.

Our advisors have the experience and expertise to serve a wide variety of needs, interests and investment requirements. Being independent, they also have the freedom to offer unbiased investment and planning advice, always putting the best interests of clients first. Our advisors take seriously their responsibility to build and preserve their clients’ investment portfolios. Investors come to Echelon for our expertise, integrity and focus on their individual and financial and goals.

View the IIROC AdvisorReport for more information.

YASMIN KANJI

Senior Vice President, Investment Advisor

403-693-1704

ykanji@echelonpartners.com

Bashar Kamel

Vice President, Investment Advisor & Branch Manager

403-232-2366

bkamel@echelonpartners.com

Neil Fritz

Investment Advisor

780-466-8797

nfritz@echelonpartners.com

BRIAN MERCER

Investment Advisor

519-858-2112

bmercer@echelonpartners.com

TONY DEL BALSO

Investment Advisor

514-396-0302

tdelbalso@echelonpartners.com

GABRIEL BENHAMRON

Vice President, Senior Investment Advisor

514-396-0305

gbenhamron@echelonpartners.com

NICHOLAS BUDNIK

Vice President, Senior Investment Advisor

514-396-3611

nicholas.budnik@echelonpartners.com

MARC J. DORÉ

Investment Advisor

514-396-0349

mdore@echelonpartners.com

CLAUDIO DURANTE

Investment Advisor

514-396-3615

cdurante@echelonpartners.com

ANDREW GIRVAN

Investment Advisor

514-396-0376

agirvan@echelonpartners.com

NORMAN HEIMLICH

Senior Vice-President & Senior Investment Advisor

514-396-0310

nheimlich@echelonpartners.com

Pierre Lamy

Branch Manager

514-983-1401

plamy@echelonpartners.com

I. NICK PFEFER

Investment Advisor

514-396-3621

npfefer@echelonpartners.com

CHRISTOPHER ROCHE

Investment Advisor

514-925-2894

croche@echelonpartners.com

NICHOLAS SHINDER, C.I.M

Vice President, Portfolio Manager

514-905-3619

nshinder@echelonpartners.com

EVAN TINIAKOS

Vice President, Senior Investment Advisor

514-396-3613

etiniakos@echelonpartners.com

THIERRY TREMBLAY, C.I.M

Vice President, Portfolio Manager

514-905-3620

ttremblay@echelonpartners.com

MARCO ZAINO

Vice President, Portfolio Manager

514-396-0306

mzaino@echelonpartners.com

DOUG ELEY

Portfolio Manager

289-348-5938

doug.eley@echelonpartners.com

James Hunter

Vice President, BRANCH MANAGER

416-365-6484

jhunter@echelonpartners.com

KONRAD KOPACZ

Portfolio Manager & Investment Advisor

289-348-5940

konrad.kopacz@echelonpartners.com

JUSTIN LIM

Portfolio Manager

289-348-5941

justin.lim@echelonpartners.com

NICHOLAS TEO

Investment Advisor

289-348-5943

nicholas.teo@echelonpartners.com

JIM ARMIENTO

Investment Advisor

613-907-0723

jarmiento@echelonpartners.com

RANDY DOUGLAS

Investment Advisor

613-907-0718

rdouglas@echelonpartners.com

PATRICK FERGUSON

Investment Advisor

613-907-0712

pferguson@echelonpartners.com

TOM GOUGEON

Vice-President, Portfolio Manager and Co-Branch Manager

613-907-0714

tgougeon@echelonpartners.com

SHELLY LAIRAR

Investment Advisor, Co-Branch Manager

613-907-0715

slairar@echelonpartners.com

MICHAEL WHITE

Vice President, Investment Advisor

613-907-0709

mwhite@echelonpartners.com

GERARD GARDINER

Investment Advisor

306-667-2282

SCOTT BARKER

Investment Advisor

647-253-1344

sbarker@echelonpartners.com

ROBERT H. BIRD

Portfolio Manager

416-350-3203

rbird@echelonpartners.com

JOSEPH BROOK

Investment Advisor & Portfolio Manager

416-350-3084

jbrook@echelonpartners.com

ALAN CHEATLEY

Investment Advisor

416-572-5484

acheatley@echelonpartners.com

JOSEPH DEBUS

Portfolio Manager, Investment Advisor

647-253-1169

jdebus@echelonpartners.com

JOHN B. FOX

Investment Advisor

416-350-3321

jfox@echelonpartners.com

DANA P. GILMAN

Investment Advisor

416-864-3644

dgilman@echelonpartners.com

GEOFFREY GOAD

Managing Director, Private Client

416-479-8987

geoffrey.goad@echelonpartners.com

THOMAS R. HULL

Portfolio Manager, Investment Advisor

416-849-7741

thull@echelonpartners.com

James Hunter

Vice President, BRANCH MANAGER

416-365-6484

jhunter@echelonpartners.com

NADIA ISKANDER

VP - Investment Advisor

647-253-1166

niskander@echelonpartners.com

PAMELA JOHNSTON

Investment Advisor, Portfolio Manager

647-253-1129

pjohnston@echelonpartners.com

T. MICHAEL JUDGE

Senior Vice President, Portfolio Manager

416-350-3260

mjudge@echelonpartners.com

HARRISON KEENAN

Senior Vice President, Portfolio Manager

416-572-5404

hkeenan@echelonpartners.com

PETER LANGHAM

Senior Vice President, Portfolio Manager

416-350-3235

plangham@echelonpartners.com

RICHARD E. LAX

Senior Investment Advisor, Portfolio Manager

416-350-5094

relax@echelonpartners.com

VASKO MAFILOVICH

Senior Investment Advisor, Portfolio Manager

416-350-3264

vmafilovich@echelonpartners.com

STEVE MCBRIDE

Investment Advisor

416-864-3629

smcbride@echelonpartners.com

DIETMAR NEUHAUS

Senior Investment Advisor

416-572-5521

dneuhaus@echelonpartners.com

DOROTHY-ANNA ORSER

Senior Investment Advisor & Portfolio Manager

416-572-5520

daorser@echelonpartners.com

FRANCIS POPE

Senior Vice President

416-649-4272

francis.pope@echelonpartners.com

OMAR SHAIKH

Investment Advisor & Portfolio Manager

416-572-5485

oshaikh@echelonpartners.com

DAN SIMON

Investment Advisor

416-479-8996

dan.simon@echelonpartners.com

DON TSUNG

Investment Advisor & Portfolio Manager

416-572-5486

dtsung@echelonpartners.com

JEFF WAGMAN

Vice President, Investment Advisor

416-350-3367

jwagman@echelonpartners.com

CHRIS DABBS

Senior Vice President, Investment Advisor

604-647-2858

cdabbs@echelonpartners.com

MICHAEL FORGE, CFA

Associate Investment Advisor

604-647-2873

mforge@echelonpartners.com

LEONARD GAREAU

Investment Advisor

604-640-0205

lgareau@echelonpartners.com

JOHN HART

Managing Director, Private Client

778-331-5048

john.hart@echelonpartners.com

ROSS HENDERSON

Senior Investment Advisor

604-640-0414

rhenderson@echelonpartners.com

BERNHARD HENSEL

Vice President, Portfolio Manager & Branch Manager

604-647-2861

bhensel@echelonpartners.com

PAUL MITCHISON

Investment Advisor

604-647-2880

pmitchison@echelonpartners.com

KENNETH MUIR

Investment Advisor

604-640-0535

kmuir@echelonpartners.com

JAMES J. NAGY

Investment Advisor

604-647-4370

jnagy@echelonpartners.com

LOWELL SCHMIDT

Investment Advisor

604-640-0339

lschmidt@echelonpartners.com

JACK SERLIN

Investment Advisor

604-647-2881

jserlin@echelonpartners.com

VICKI COOK

Portfolio Manager & Investment Advisor

250-412-3406

vcook@echelonpartners.com

RUSS LAZARUK

Investment Advisor & Portfolio Manager

250-412-3402

rlazaruk@echelonpartners.com

Ron Walchuk

Vice President - Western Canada

250-412-3405

rwalchuk@echelonpartners.com

RON ZWICKER

Portfolio Manager & Investment Advisor

250-412-3410

rzwicker@echelonpartners.com