Echelon Wealth Partners Inc. is a Canadian independent wealth management and capital markets firm known for its client-centred approach and innovative, entrepreneurial spirit. The company has 60 Advisor teams and approximately $6 billion in assets under administration and management. Echelon offers a wide range of financial services for individuals, households, institutions and corporate clients from its offices in Toronto, Oakville, Ottawa, London, Montreal, Saskatoon, Calgary, Edmonton, Vancouver and Victoria. Echelon Wealth Partners is a member firm of the Investment Industry Regulatory Organization of Canada (IIROC) and a member of the Canadian Investor Protection Fund (CIPF).
Michael White - Portfolio Manager, Picton Mahoney (Wealth Management Podcast Ep. 4)
Mike White is responsible for Picton Mahoney's multi-asset strategies, which include the Picton Mahoney Diversified Strategies Fund, the Picton Mahoney Fortified Multi-Strategy Alternative Fund and the Picton Mahoney Fortified Multi-Asset Fund. Mike has several years of experience in capital markets, active management, and investment counselling. He is a CFA charterholder and holds a Bachelor of Arts, History with a Finance and Economics Stream from Western University.
Connect with Mike here: https://tinyurl.com/y7pdxr3d.
8 Dec 2020
Mark Rosen - Head of Research, ARC(Wealth Management Podcast Ep. 3)
Mark is the Head of Research at ARC, which he founded over 20 years ago to provide advisors with independent and forensic accounting-based investment research. He’s authored two investment books and hundreds of articles focused on portfolio risk analysis, financial statement red flags, governance issues, equity valuation, and discretionary portfolio management. He began his career as a forensic investigator and was previously Chairman of Investorside Research Association Canada, an industry group dedicated to eliminating conflicts of interest in investment research. He was also the publisher of Boardroom, a corporate governance publication for officers and directors. He’s a Chartered Financial Analyst (CFA) charter holder and has his Certified Fraud Examiner (CFE) designation. He received his MBA from the Schulich School of Business in Toronto and his undergraduate degree from Western University.
1 Dec 2020
Raj Lala - President & CEO of Evolve ETFs (Wealth Management Podcast Ep. 2)
Prior to founding Evolve ETFs, Mr. Lala served as Head of WisdomTree Canada – a division of WisdomTree Investments Inc., one of the world’s largest ETF issuers. Prior to this, Mr. Lala was Executive Vice President and Head of Retail Markets for Fiera Capital Corporation, a prominent Canadian investment management firm with over $100 billion in assets under management. Mr. Lala co-founded and served as President and CEO of Propel Capital Corporation (which was acquired by Fiera Capital Corporation in September 2014). Propel raised approximately $1 Billion in structured products in its five years of operation. Prior to Propel, Mr. Lala worked with Jovian Capital. Mr. Lala held several roles at Jovian including President of JovFunds Inc., an asset management division of Jovian Capital. Mr. Lala holds a Bachelor’s degree in Economics from the University of Toronto (1994).
Craig heads up the asset management service of Connected Wealth. Beginning his investment career in 1995, Craig combines an educational foundation in economics & psychology with years of experience in both fundamental and quantitative research. A long-term student of the markets, Craig believes investment management should be transparent and shares his team's thoughts and insights in Market Ethos, and is a regular contributor on BNN.
31 Aug 2020
Alison Abraham Simpkins - SVP of Valtech (Episode #8 - Why Not Now)
Speaking with Allison Abraham, Senior Vice President, Valtech talks about inclusion, diversity, and mentorship in the tech industry.
Sharing with us how to embrace young minds to begin a TechGirl journey.
Valtech: https://www.valtech.com/en-ca/
A senior technology executive with over two decades of global experience.
Passionate about supporting the growth of more successful Women in Technology and our next generation of female leaders #techgirl. Champion of #movethedial, a global movement committed to advancing the participation and leadership of all #womenintech.
Successful in growing businesses with annual and profitable growth year after year through digital marketing and business transformation initiatives across multiple verticals.
20 Aug 2020
Liz Berholz - Liz B. Parenting(Episode #7: Why Not Now)
Liz Berholz (B.A./B.Sc.) is a Certified Parent Educator, an Adler Institute-Trained Life & Professional Coach, a speaker, and a mother.
She earned her BA/BSc in Biology and History at Dalhousie University, worked in HR and Marketing on Wall Street and Bay Street—but the move to motherhood proved a transformative one. This shift morphed into a mission: to help families move beyond the yelling, nagging and frustrations often associated with everyday parenting.
Since COVID, her coaching on corporate resiliency training has seen a boom in clientele.
- Adler International, Adler-Trained Life & Professional Coach (A.T.C.)
- International Coaching Federation, ACC Certified Coach, ICF Member
- Ontario Society of Adlerian Psychology, ONSAP Member
- Parent Education Network, Facilitator & Parent Educator
Website https://lizbparenting.com/
Contact Echelon Wealth Partners
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Echelon Wealth Partners?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
