THE ECHELON STORY

We are an independent wealth management and capital markets firm known for our client-centred approach and entrepreneurial spirit.


People


The greatest strength of our firm is our people. We have approximately 60 Advisor teams across Canada, and a total employee count of more than 240. They work in an independent, collaborative environment, providing clients with the superior advice and results with oversight from some of the most experienced professionals in the industry. Our team has the freedom to offer truly independent investment advice, while ensuring our clients’ expectations are not only met, but surpassed.

Personal Attention


Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. We first opened our doors in 2010 as Euro Pacific Canada, and since then we have been consistently growing. With our acquisition of Dundee Goodman Private Wealth in early 2016, we tripled in size, broadening our service offering, deepening our expertise, and extending our geographic reach. We are more ambitious than ever, and have great confidence in our future. We proudly offer a wide range of services for individuals, households, institutions and corporate clients.

Principles


We believe the highest level of integrity and operational expertise are crucial to building lasting relationships with our clients. Our mission is to offer superior financial advice and quality financial solutions in a dynamic and flexible environment that enables clients to achieve their goals. Our team is guided by values of trust, respect, commitment and honesty in everything we do. Our clients invest with the peace of mind that Echelon is a member of the Investment Industry Regulatory Association (IIROC) and all funds invested with us are covered by Canadian Investor Protection Fund (CIFP).

THE ECHELON DIFFERENCE

We build meaningful, life-long relationships with our clients and work in partnership with them to build and preserve their wealth.

Independence


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 $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, London and Edmonton.

Superior Service


We have a diverse group of approximately 60 Advisor teams 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.

Operational Excellence


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 our trustee, TSX Trust, are subject to regular independently-conducted audits.

Safety of Assets


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 provide coverage to eligible customers of up to $1 million for general accounts combined, in the unlikely event of a firm insolvency. They also provide a separate $1 million for combined 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 cash balances are held by our trustee TSX Trust.

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