David Somerville, Portfolio Manager/Investment Advisor at Echelon Wealth Partners

David Somerville

Portfolio Manager/Investment Advisor at Echelon Wealth Partners | Calgary, Alberta, Canada

Profile last verified July 2026
Financial Services Verified Profile Calgary, Alberta, Canada St. Andrew's College, Canadian Junior College (Lausanne), University of Toronto
Verified

Work Email

***@shaw.ca

Last verified August 2026

Phone Number

(416) ***-*688

Canada • Phone

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David Somerville Socials
David Somerville Work Experience

Portfolio Manager/Investment Advisor at Echelon Wealth Partners in January 2016 - Present

David Somerville Education

St. Andrew's College, Canadian Junior College (Lausanne), University of Toronto, Bachelor of Arts (B.A.)

University of Toronto, Canadian Junior College (Lausanne), St. Andrew's College (Aurora)

David Somerville Skills
Chartered Investment Manager Professional Financial Planner Portfolio Management Investments Global Macro Strategy Asset Management Hedge Funds Strategy Business Strategy Risk Management Wealth Management Equities Fundraising Strategic Planning Leadership Financial Analysis Negotiation Asset Managment Finance Sales Economics Insurance Budgets Public Speaking
About David Somerville’s Current Company
Echelon Wealth Partners

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 Partners
David Somerville’s Colleagues
Beng Lai

Beng Lai

Vancouver, British Columbia, Canada

Managing Director Investment Banking at Echelon Wealth Partners

Managing Director Investment Banking at Echelon Wealth Partners
(March 2021 – Present)

David Chrystal

David Chrystal

Ottawa, Ontario, Canada

Equity Research Analyst at Echelon Wealth Partners

Equity Research Analyst at Echelon Wealth Partners
(February 2021 – Present)

Bernie Hensel

Bernie Hensel

Vancouver, British Columbia, Canada

Senior Portfolio Manager & Branch Manager

Vice President. Portfolio Mgr and Branch Mgr at Echelon Wealth Partners
(June 1998 – Present)

CH

Charles Hebertseynett

Montreal, Quebec, Canada

Institutional Sales Trader at Echelon Wealth Partners

Managing Director at Echelon Wealth Partners
(May 2023 – Present)

BF

Brian Ferguson

Toronto, Ontario, Canada

Internal Investments at Echelon Partners

Internal Investments at Echelon Wealth Partners
(August 2023 – Present)

Al Cheatley

Al Cheatley

Toronto, Ontario, Canada

SVP, Investment Advisor at Echelon Wealth Partners

SVP, Investment Advisor at Echelon Wealth Partners
(May 2016 – Present)

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Frequently asked questions about David Somerville

What is David Somerville email address?

Email David Somerville at [email protected] and [email protected]. This email is the most updated David Somerville's email found in 2026.

How to contact David Somerville?

To contact David Somerville send an email to [email protected] or [email protected].

What company does David Somerville work for?

David Somerville works for Echelon Wealth Partners.

What is David Somerville's role at Echelon Wealth Partners?

David Somerville is Portfolio Manager/Investment Advisor

What industry does David Somerville work in?

David Somerville works in the Financial Services industry.

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