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  1. CA
  2. QC
  3. Montreal
Echelon Wealth Partners

Echelon Wealth Partners

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1000 Rue De La Gauchetière O #1130, Montreal, QC H3B 4W5, Canada Get Directions
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ABOUT   Services Excellence Summary

Echelon Wealth Partners is a client-focused and unbiased investment solutions provider. We thrive on professional management and unparalleled customer experience. Our competitive services began in 2010 as Euro Pacific Canada and have since grown steadily. After a robust acquisition of Dundee Goodman Private Wealth in 2016, our company has tripled in size. This helped us diversify and allocate our assets, enhance our capabilities, and expand our service geography. Our future has never been brighter, and our resolve has never been stronger. Our services are available to individuals, families, corporations, and institutions. Our team is our most valuable asset. We operate approximately 60 advisor teams and have over 240 employees in Canada. Our Advisor teams collaborate in an independent environment and receive the most competent supervision, advice, and performance from skilled industry professionals. Independent advice is available on investments, and our dedicated team can exceed clients' expectations. Our clients are only successful if they have a lasting relationship with us. We believe that integrity and operation expertise build trust. Our mission is to offer a foundation that can make the best financial advice possible, provide quality solutions, and create an adaptable setting to assist clients in achieving their financial objectives. Trust, honesty, integrity, and respect are our team's key operating principles. Echelon members give clients peace of mind. When clients invest in Echelon, they are ensured that all funds are covered by the Canadian Investor Protection Fund.

 

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Echelon Wealth Partners Reviews: 3. Average Rating: 2.3
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