Echelon's new Podcast Channel is LIVE!
Our current series “Why Not Now” highlights
influential businesswomen and their innovative ideas.
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.
ECHELON and Canadian Lenders Association (CLA) announce strategic relationship; Echelon named preferred financial advisor by CLA
TORONTO, AUG. 11, 2020 - As part of a strategic relationship signed between Echelon Capital Markets (Echelon) and the Canadian Lenders Association (CLA), Echelon has officially been named as the Preferred Financial Advisor to the CLA, effective immediately.
New Co-Heads of Echelon Capital Markets Launch Re-Brand of Full-Service Investment Banking Platform focused on Canada’s Middle Market
TORONTO, MAY 26, 2020 - As part of its commitment to the corporate community, Echelon Wealth Partners has created a distinct brand for its capital markets division, now known as Echelon Capital 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.”