Over $20B Raised Since January 2014

Servicing individuals and families across 11 locations.

Let us help you empower your possible.

that you should be at the center of everything we do. This belief helps us to build long-term, trusting relationships with you.

Echelon has been specifically structured to maximize the safety of your assets. 

All non-registered securities and cash balances are held secure with Fidelity Clearing Canada.


We are proud to announce that we and our affiliates, have agreed to combine in a merger of equals with PI Financial Corp. to create a leading investment advisory, wealth management, and capital markets firm.

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 $8 billion in assets under administration and management and approximately 85 Investment Advisors and Portfolio Managers. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, Montreal, Calgary, Vancouver, Victoria, London and Edmonton.


Our Wealth Management, Wealth Preservation, and Capital Markets businesses were built, and are continuously improved, to provide you with the widest possible set of choices, with people who are invested in your success guiding you forward.

Interested in Learning About Us?

This short video gives you a broad overview of what we do and who we are.

“Our advisors have the freedom to offer truly independent investment advice, always putting their client’s needs first.”

David Cusson, CEO 

“At Echelon, we believe that there is true strength with independence. We are our clients’ most trusted advisors, and we work hard to earn that trust every day.” 

James Hunter, Head of Wealth Management

“We are proud to offer a full-service financial services solution to Canada’s middle market. Our sector expertise coupled with our superior end-to-end execution capabilities allow us to foster key strategic relationships with our clients.”

Karanjit Bhugra, Co-Head of Capital Markets

“What I love most about Echelon is getting to work with great, smart and hardworking people every single day.” 

Crissa Pakkidis, Vice President, Corporate Initiatives

“We are about putting people at the center of everything we do.”

Dominic Chow, Chief Strategy Officer

Echelon has been re-certified as a Great Place to Work® for 2022-23


How We Add Value

We are a Premium Full-Service Investment Bank for Canada’s Middle Market. Our Capital Markets Team has raised over $20B since January 2014.

How We Lead the Way

From our white papers to our videos, Echelon strives to keep you up to date on the latest trends.

LEARN MORE HERE →

How We Partner With Advisors

At Echelon, partnership is at the center of everything we do. Empower your career; achieve your possible.

LEARN MORE HERE →

The Echelon Foundation

The Echelon Foundation was established with the intent of giving us the ability to provide support to those in need through a collectively focused effort. The Foundation bolsters a culture that supports our people and their efforts in contributing to their communities for a better today and a greater tomorrow. With matching capability we support National, Regional and Local efforts in fundraising.

LEARN MORE HERE →
Share by: