Separately Managed Account (SMA)

Our SMA Platform gives direct ownership, personalized direction, and choice, along with plenty of tax efficiencies. Access Canada’s money managers, our exclusive relationships, and private equity deals ordinarily reserved for large-cap, high profile companies and investors that bank-owned firms are unable to provide.

We offer a small account balance separately managed account (SMA) program exclusive to our firm.

As an independent wealth management company, Echelon has the ability to offer our clients access to unique products that are not available to them anywhere else, including the advantages of access to some of Canada’s most respected fund managers and exclusive private equity opportunities.

Echelon’s superior SMA Platform gives our clients direct ownership, personalized direction, and choice, along with plenty of tax efficiencies. It also gives us the flexibility to ensure that all wealth, tax, and estate planning needs are being appropriately addressed.

Our relationships with Canada’s leading money managers, like the one we have with Shaunessy Investment Counsel (SIC), mean you can have access to proprietary Institutional mandates that are usually reserved for ultra-high net worth investors.