This is Our Story

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"We believe that the highest level of integrity and operational expertise are crucial to building lasting relationships with our clients."

"Our advisors have the freedom to offer truly independent investment advice, always putting their clients’ needs first"

Our Difference

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 more than $4 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, Montreal, Calgary, Vancouver, Victoria and Tokyo.

"At Echelon, we encourage independent thinking. We foster an entrepreneurial environment that is nimble and client-focused."

Join The Echelon Team

At Echelon, we encourage independent thinking. This is a firm where financial professionals have the resources to serve clients and the flexibility to recommend solutions they believe in. Since we opened our doors in 2010, our strategy has been to offer a unique, collaborative environment for financial professionals in a dynamic culture. As our team expands, our commitment to these principles doesn't waver. We continue to foster an entrepreneurial environment that is nimble and client-focused. We're always on the lookout for like-minded individuals to join our team.

News

Echelon Wealth Partners Inc. Announces Completion of Equity Financing with Miles Nadal and Peerage Capital

August 09, 2016

Echelon Wealth Partners Inc. (“Echelon”) announces it has completed an initial $27 million financing with Miles Nadal and Peerage Capital Canada Limited (“Peerage Capital”). Echelon’s current shareholders also include the company’s senior management and employees.