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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 independently 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' 2016 Top Stock Picks show 'exceptional performance'

Hear from each of our analysts on how well these small caps have done - and what is expected of them for the second half of 2016

Echelon Wealth Partners’ Head of Research, Rob Goff, talks top stock picks on BNN - Looking to small caps for big returns

Toronto, July 21, 2016 – Echelon Wealth Partners is releasing its mid-2016 top stock picks which includes 4 new additions to the list. Managing Director Rob Goff joins BNN to discuss what they look for when investing in companies and the potential small caps hold.