Want to Learn About Echelon Wealth Partners?

Whether you are looking for an Investment Advisor, wealth management and financial planning partner, insurance products, cross-border investment counsel or investment banking advisory and finance solutions, Echelon Wealth Partners (Echelon) is well-suited to meet your needs as a full-service independent brokerage company.

What Defines Us?

How Echelon defines itself in just one word: TRUST.

While in our short corporate history we have considered other mission statements, such as partnership, reliability and service excellence, the company, early on developed resources and processes that truly supported just one element that drives our success; trust.

Trust is at the heart of every positive human interaction, and we have made that core tenet a focus of our employee culture. We feel this trust culture will spread outward to our clients and propel our business success.

It seems to be working as Great Place to WorkĀ® Canada just named Echelon to the Best Workplacesā„¢ list for Financial Services companies in 2019 and Macleanā€™s named Echelon to the Growth 500 Fastest-Growing companies ranking for 2019.

How Are We Different?

Besides being driven by trust in all our interactions, Echelon has built a platform that offers Investment Advisors the chance to be independent in their advice to clients while providing them and their clients access to a wide array of best-in-class investment tools and options, including:

  • Independent Equity and Fund advice.
  • A Chief Client Officer that focuses on your positive experience at Echelon.
  • Award-winning Research, Starmine Analyst Awards by Refinitiv.
  • Award-winning & Nominated Investment Advisors: Wealth Professionalā€™s Top 50 Ranking 2019, Wealth Professional Awards 2019, Investment Industry Association of Canadaā€™s (IIAC) Top Under 40 Award.
  • 19 currencies available for foreign exchange.
  • Accredited Investors have access to Investment Bankingā€™s private placements.

How Can You Connect with Us?

We have developed a number of ways to communicate with us at your convenience to learn even more about us:

  1. Visit our Website and connect with:
    1. Over 60 Advisor Teams directly
    2. Any of our 11 national branches
    3. 35 Capital Marketsā€™ Professionals
  2. Reach out to us on Social Media and follow our progress:
    1. LinkedIn
    2. Facebook
    3. Instagram
    4. Twitter
    5. Youtube
  3. Talk to Your Echelon Advisor about our unique client events, such as:
    1. Invesco Series Tennis Championship (sponsor)
    2. Why Not Now Summer Financial Series Seminars
    3. The 2019 Canadian Entrepreneur Report Conference for Small & Medium Business Owners

Watch our ā€˜Meet Echelonā€™ video or look over our ā€˜Meet Echelon Infographicā€™ below for a quick introduction.

Echelon’s Insight Team

Echelonā€™s Insight Team includes members in various departments such as Wealth Management, Capital Markets, Marketing, Talent, and Compliance who have subject matter expertise and collaborate together to build quality content to help our clients. This team approach helps us ensure content is produced that is meaningful, accurate and timely.

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