Help Echelon save 520,000 sheets of paper annually!
In the spirit of reducing paper usage, we are offering our clients the convenience of receiving your account statements electronically.
ECHELON named on the 2019 List of Best Workplaces™ in Financial Services and Insurance
TORONTO, August 21, 2019 - Echelon Wealth Partners Inc. (Echelon) is proud to announce that our organization has been named on the 2019 list of Best Workplaces™ in Financial Services and Insurance, in Canada.
Echelon Partners USA Inc. launches as a Registered Investment Advisor
TORONTO, June 30, 2019 - Echelon Partners USA Inc. (Echelon USA) is an affiliate of Echelon Wealth Partners Inc. (Echelon) of Toronto, Canada. Echelon USA will offer wealth management services in the U.S. in 10 states.
Cannabis in America: Investment Opportunities in the World’s Largest Cannabis Market
Our thematic provides an analysis of the investment opportunity presented by the US cannabis industry and builds a case for its attractiveness both in absolute terms and relative to other cannabis investment opportunities in Canadian and international markets.
“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 $6 billion in assets under administration and management and approximately 60 Advisor teams. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, Montreal, Calgary, Vancouver, Victoria, Saskatoon, London and Edmonton.