Beng Lai
Managing Director Investment Banking at Echelon Wealth Partners | Vancouver, British Columbia, Canada
Beng Lai’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Managing Director Investment Banking at Echelon Wealth Partners in March 2021 - Present
Managing Director, Investment Banking at Haywood Securities Inc. in October 2016 - February 2021
President at Intrynsyc Capital Corporation in February 2009 - October 2016
University of Manchester - Manchester Business School, MBA
Brighton College
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.
Discover more about Echelon Wealth PartnersEquity Research Analyst at Echelon Wealth Partners
Equity Research Analyst at Echelon Wealth Partners
(February 2021 – Present)
Senior Portfolio Manager & Branch Manager
Vice President. Portfolio Mgr and Branch Mgr at Echelon Wealth Partners
(June 1998 – Present)
Portfolio Manager at Echelon Wealth Partners
Portfolio Manager/Investment Advisor at Echelon Wealth Partners
(January 2016 – Present)
Institutional Sales Trader at Echelon Wealth Partners
Managing Director at Echelon Wealth Partners
(May 2023 – Present)
Internal Investments at Echelon Partners
Internal Investments at Echelon Wealth Partners
(August 2023 – Present)
SVP, Investment Advisor at Echelon Wealth Partners
SVP, Investment Advisor at Echelon Wealth Partners
(May 2016 – Present)
What is Beng Lai email address?
Email Beng Lai at [email protected] and [email protected]. This email is the most updated Beng Lai's email found in 2026.
How to contact Beng Lai?
To contact Beng Lai send an email to [email protected] or [email protected].
What company does Beng Lai work for?
Beng Lai works for Echelon Wealth Partners.
What is Beng Lai's role at Echelon Wealth Partners?
Beng Lai is Managing Director Investment Banking
What industry does Beng Lai work in?
Beng Lai works in the Financial Services industry.