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 $6 billion in assets under administration and management and approximately 60 Advisor teams.
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 $6 billion in assets under administration and management and approximately 60 Advisor teams.
Services
We build trusted and mutually respectful lifelong relationships with our clients by delivering individual wealth management solutions defined by exceptional service and shaped in a collaborative and dynamic environment.
As an independent private wealth management firm, our portfolio managers have the freedom to offer clients individualized approaches to managing wealth, with comprehensive financial planning strategies, forward-thinking retirement planning advice, and access to specialized wealth services and products.Take advantage of our exclusive relationships with some of Canada's fund managers and network for private equity opportunities.
As an independent private wealth management firm, our portfolio managers have the freedom to offer clients individualized approaches to managing wealth, with comprehensive financial planning strategies, forward-thinking retirement planning advice, and access to specialized wealth services and products.Take advantage of our exclusive relationships with some of Canada's fund managers and network for private equity opportunities.
Our Portfolio Managers are skilled in asset and portfolio management, and are known for delivering in-depth analysis, strategic thinking, and meticulous execution. Your Echelon Advisor will work closely with you to map out solutions for managing your financial objectives that reflect the unique characteristics of your personal circumstances and needs.
With a Wealth Management Advisory account, you receive the benefit of our research, experience, and skill to build a personalized portfolio, while directly choosing the investment path that is focused on your needs, risk tolerance, and financial goals. For clients who want to be an active participant in the choices and options available for their financial portfolios, we offer an Advisory Portfolio Management Account.
Let us make your short- and long-term goals reachable with an effective and successful financial plan. Through our affiliate, Chevron Wealth Preservation, we offer access to life-licensed Advisors who are experts in delivering comprehensive financial planning and providing solutions that consider your retirement, tax, and estate planning needs.
Get more for your money with our Foreign Currency Exchange Desk; Echelon offers superior currency exchange rates. Access to better rates is a key way that our Advisors can help our clients save money. With FX services across a variety of complex products and direct access to low rates, convenience, and quantifiable savings, our clients are receiving best-in-class financial support.
Reviews (1)
Brenda Lemco
Nov 11, 2021
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