Our aim is to become Canada’s leading independent investment firm. We will do this by building lifetime relationships with our clients and delivering superior service. We give our financial professionals the freedom to offer truly independent investment advice, always putting their clients’ needs first. Our entrepreneurial approach and client-first attitude helps us deliver high-quality wealth management solutions that exceed our clients’ expectations. We are also a growing firm, with more than $4 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, Montreal, Calgary, Vancouver, Victoria, Saskatoon, London, Edmonton and Tokyo.
We have a diverse group of approximately 100 investment advisors and portfolio managers offering high-quality service for individuals, households, institutions and corporations. Our goal is to work in partnership with our clients, and help them preserve and increase their wealth through flexible, customized investment solutions. Our bench strength also includes capital markets professionals with deep expertise in investment banking, research, corporate finance and institutional trading. Our executive team is led by independent brokerage industry veterans who provide Echelon with a strong vision and leadership.
At Echelon, we know that confidentiality, security of information and account accessibility are important to investors. Our clients can rest assured that when they use our state-of-the art platform, they will benefit from responsive, user-friendly technology and that their information is secured by a robust technical infrastructure. And of course your advisor is always available to discuss your investment holdings and answer any questions you may have. Each transaction is cleared through Fidelity Clearing Canada which along with Computershare Trust Company of Canada serve as our custodians, and are subject to regular independently-conducted audits.
Echelon Wealth Partners is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). CIPF offers the clients of member firms added peace of mind as they guarantee each client account up to $1 million in the unlikely event of a firm insolvency. They also provide a separate $1 million for registered retirement accounts (RRSP, RRIF, LIRA and LIF). All non-registered securities and cash balances are held secure at our custodian Fidelity Clearing Canada ULC (Fidelity has over $5.1 trillion in custody globally) while registered account securities and cash balances are held by our custodian Computershare Trust Company of Canada.