Echelon Wealth Partners

Echelon Wealth Partners offers our clients these incredibly rich choices. Our Wealth Management, Wealth Preservation, and Capital Markets businesses were initially built with the goal of being the most comprehensive and are continuously improved. They are designed to offer the widest possible array of choices. These options are powered by the best of people who are invested in your success. They ensure that these choices are provided to you. The primary purpose of the Echelon Foundation is to establish and guide such connections among the community of people who exist within Echelon. This ensures the necessary support for the Echelon’s most vulnerable populations. The Echelon Foundation consists of a team of outstanding people who are dedicated to helping others. This commitment to their fellow citizens enables these individuals to thrive. This shared culture of support remains crucial to the Echelon Foundation. It fosters a culture of support where people in the Echelon community can leverage their talents and resources for a better tomorrow and today. Together, these people can live more fulfilled lives while making a positive contribution to their communities. The programs provide a base of financial support to the people in Echelon. In-kind donations to match funds for national, regional, and local fundraising efforts may be available. Echelon is a company where clients come first. Canadian-owned and operated, Echelon is a leader in wealth management and capital market services. Our business is about being client-focused and entrepreneurial. The Echelon mission is to offer clients: a unique option for unbiased investment options, exceptional management, and unsurpassed services. We strive to create lasting relationships and provide unparalleled service to our clients. Our financial professionals are available to give independent advice on investment. This ensures that the client's needs are always prioritized. The Echelon client is in control and can make decisions with confidence. With around $6 billion in assets under management and administration, we are a rapidly growing firm. Our 10 branches serve clients all across Canada.