Echelon Wealth Partners Joins The Paperless Movement

To Our Echelon Clients,

Reducing our environmental impact is important. As Canadians we know our 3Rs, reduce, reuse, recycle, as well as our ABCs.  Recycling and reduction within our homes and offices has been our second nature for decades however, we can do more. Echelon Wealth Partners would like to reduce our footprint and contribute to the reduction solution

HOW CAN ECHELON HELP?

Annually Echelon uses 520,000 sheets of paper to produce our client statements in print. We would like to reduce this number and are asking for your help by signing up for our paperless program. 

INTRODUCTION OF ELECTRONIC STATEMENTS

We are proud to share that Echelon Wealth Partners is supporting Canada’s forests and wildlife by reducing waste and use of our natural resources. In spirit of reducing paper usage, we are offering our clients the convenience of receiving your account statements electronically. 

THE BENEFITS

We like right now timing, we assume you do too. Your quarterly statements will be received in right-now time, as electronic distribution will save delivery time.

Convenience of mobile. The electronic statements are mobile-friendly so you can review, forward or discard from the ease of your phone.

Safety of Information. Maintaining privacy of financial information is critical and we are confident that electronic statements reduce the probability of identity theft and mail fraud.

Need to see it in print to read it? The statements will be received as a pdf which is easy to print by your home or office printer.

Giving Back. With a reduction in purchasing of paper, print and delivery, Echelon Wealth Partners’ operating costs will be reduced and we’d like to share the savings. A portion of our costs saving will be donated to our charitable network of environmental, healthcare and education programs.

HOW TO SUBSCRIBE TO ELECTRONIC STATEMENTS

Please click on the button below and fill out the form to indicate if you’d like to join us on our paperless journey or continue to receive printed statements. 

WIN A $500 VISA GIFT CARD!

For everyone who fills out the paperless form above, you will be entered into a draw to win a grand prize $500 Visa Gift card or one of five additional prizes of $100 Visa Gift cards.

Thank you for your support and we look forward to making a difference together.



David Cusson
CEO, Echelon Wealth Partners