Fee-for-Service Accounts

Echelon’s Fee-for-Service Account is the preferred investment account for clients who want the benefit of direct access to our Wealth Management Team and high-quality resources to optimize their portfolio performance without having to consider every transaction cost. With a Fee-for-Service Account, your fees are a transparent percentage of your portfolio value.

Optimize your portfolio performance without having to consider every transaction cost using Echelon’s Fee-for-Service Advisory Investment Account options.

Echelon’s Fee-for-Service Account is the preferred investment account for clients who want the benefit of direct access to our Wealth Management Team and high-quality resources to optimize their portfolio performance without having to consider every transaction cost. With a Fee-for-Service Account, your fees are a transparent percentage of your portfolio value.

Echelon’s options for Advisory accounts provide clients with access to:

  • Highly personalized and customized investment strategy plans that accurately reflect your complete financial landscape, including your risk tolerance and financial objectives;
  • A comprehensive range of investments, such as equities, fixed-income securities, mutual funds, and hedge funds;
  • All account types, so you can build wealth in your RRSP, TFSA, RRIF, LIF, and non-registered accounts;
  • Expert-led research to prime investment opportunities identified by Echelon’s network of global analysts.

We provide independent coverage of the market with support from in-house research and access to a wide range of third-party information. We publish a variety of periodic and stand-alone equity and industry analyses, White Papers, and technical analyses reports giving you access to a wholly informed approach to your financial investment decisions.