Echelon Wealth Partners Inc. Seems like an OK company. They have to make money for their clients will benefit us.
THE ECHELON DIFFERENCE
We build meaningful, life-long relationships with our clients and work in partnership with them to build and preserve their wealth.
INDEPENDENCE
Our aim is to become Canada’s leading independent investment firm. We will do this by building lifetime relationships with our clients and delivering superior service. We give our financial professionals the freedom to offer truly independent investment advice, always putting their clients’ needs first. Our entrepreneurial approach and client-first attitude helps us deliver high-quality wealth management solutions that exceed our clients’ expectations.
We are also a growing firm, with more than $6 billion in assets under administration and management and approximately 60 Advisor teams. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, Montreal, Calgary, Vancouver, Victoria, Saskatoon, London and Edmonton.
SUPERIOR SERVICE
We have a diverse group of approximately 60 Advisor teams offering high-quality service for individuals, households, institutions and corporations. Our goal is to work in partnership with our clients, and help them preserve and increase their wealth through flexible, customized investment solutions. Our bench strength also includes capital markets professionals with deep expertise in investment banking, research, corporate finance and institutional trading. Our executive team is led by independent brokerage industry veterans who provide Echelon with a strong vision and leadership.