We're a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit.

Knowing we are Trusted
is the Greatest Compliment!

Based on results from our 2018 ACHIEVE Client Satisfaction Survey.

“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.