The Echelon Story

We are independent wealth management and capital markets advisors known for our client-centered approach and entrepreneurial spirit.

People

The greatest strength of our firm is our people. We have more than 100 investment advisors and portfolio managers across Canada, and a total employee count of more than 215. They work in an independent, collaborative environment, providing clients with the superior advice and results with oversight from some of the most experienced professionals in the industry. Our team has the freedom to offer truly independent investment advice, while ensuring our clients’ expectations are not only met, but surpassed.

Personal Attention

Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We first opened our doors in 2010 as Euro Pacific Canada, and since then we have been consistently growing. With our acquisition of Dundee Goodman Private Wealth in early 2016, we tripled in size, broadening our service offering, deepening our expertise, and extending our geographic reach. We are more ambitious than ever, and have great confidence in our future. We proudly offer a wide range of services for individuals, households, institutions and corporate clients.

Principles

We believe the highest level of integrity and operational expertise are crucial to building lasting relationships with our clients. Our mission is to offer superior financial advice and quality financial solutions in a dynamic and flexible environment that enables clients to achieve their goals. Our team is guided by values of trust, respect, commitment and honesty in everything we do. Our clients invest with the peace of mind that Echelon is a member of the Investment Industry Regulatory Association (IIROC) and all funds invested with us are covered by Canadian Investor Protection Fund (CIFP).