WEALTH MANAGEMENT 

EMPOWER YOUR POSSIBLE


Flexible, customized investment solutions for individuals, households, institutions, and corporations.

Echelon was formed on the belief that putting you at the center of everything we do and having a people-first mindset will help us earn a long-term, trusted relationship with you. We strive to create relationships that are built on trust, partnership and respect. We believe that every client should have a truly personalized experience and set of solutions. Echelon is structured in a way that enables us to tailor our service completely around you. Our Investment Advisors and Portfolio Managers have the freedom to offer clients individualized approaches to managing wealth, with comprehensive financial planning strategies, forward-thinking retirement planning advice, and access to specialized wealth services and products.


Our purpose is to be your most trusted partner. Fulfilling that purpose means putting your goals, needs, and dreams first - let us help you empower your possible.

Portfolio Management

Your reliable partner for dynamic, adaptive and safe investment planning.

Portfolio Managers

Our Portfolio Managers are experts in asset and portfolio management, and are known for delivering in-depth analysis, strategic thinking, and meticulous execution. Your Portfolio Manager will work closely with you to map out solutions for managing your financial objectives that reflect the unique characteristics of your personal circumstances and needs. They will select the investments that will help you reach your goals, while always respecting your risk tolerance, and define and monitor the milestones where portfolio progress can be measured, assessed, and re-evaluated.


Our Portfolio Managers have the freedom, flexibility, and industry access to offer you the very best options for your portfolio’s success. Your Portfolio Manager will handle monitoring capital markets activity and your individual investments in order to       maximize investment opportunities and mitigate risk.


In a relationship where trust and respect are vital, they work with you, one-on-one, to determine the appropriate asset mix to meet the needs of your current lifestyle and future financial goals. As your partner in financial success, they create, structure, monitor, and make calculated improvements to your portfolio. 

Separately Managed Account (SMA)

Echelon’s SMA Platform gives you access to Canada’s leading money managers which provides you with access to proprietary Institutional mandates that are usually reserved for ultra-high net worth investors.

An Echelon SMA account grants client’s 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.

Advisory Services

Experience and expertise to build and preserve your investments.

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.


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 on unique 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.

Transaction-Based Accounts

Echelon’s Transaction-based Account option offers our clients the simplicity and transparency of transaction-based pricing: You pay for trades on a per transaction basis. Our clients benefit from expert access to Echelon’s trusted expertise, comprehensive research and analysis, and realize their net returns after fees.

Wealth Planning


Pairing wealth management with an effective plan enables you to accumulate and preserve your wealth. To compliment the investment advice offered by your Echelon Advisor, a personalized plan is available for all clients as a valued-added service. This will help identify your goals and ensure that an effective strategy is in place to achieve them.


Insurance Services


Through our affiliate, Chevron Wealth Preservation, we offer a comprehensive insurance needs analysis for your family or business to support you to achieve your retirement, tax, and estate planning needs.


Chevron offers Life, Disability, Critical Illness, and Long-term Care Insurance to minimize tax and maximize savings.

LEARN MORE →

*Insurance products and services are offered by life insurance licensed advisors through Chevron Wealth Preservation Inc., a wholly owned subsidiary of Echelon Wealth Partners Inc. This material is provided for general information and is not to be construed as an offer or solicitation for the sale or purchase of life insurance products or securities mentioned herein. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please seek individual financial advice based on your personal circumstances. Please note that only Echelon Wealth Partners is a member of CIPF and regulated by IIROC; Chevron Wealth Preservation is a member of Assuris - click here to learn more.

Tax and Estate Planning


Building wealth is important, but so is preserving it through effective legacy and estate planning. Strategic tax and estate planning are significant factors in financial security. Our Advisors work with you to ensure this is a key part of your overall investment portfolio. We look at ways to minimize taxable investment income and take advantage of tax-deferred savings. We can also guide you through the process of trusts, insurance, and other important estate-planning tools. Being informed about these financial strategies can help you prepare for life’s challenges and preserve your hard-earned wealth.


Download the 2021 Tax Guide:

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At Echelon, we believe that there is true strength with independence. We are our clients’ most trusted advisors, and we work hard to earn that trust every day.  – James Hunter, Head of Wealth Management


Protect and grow your capital, while diversifying your portfolio.


Our Fixed Income Desk provides Echelon clients with the keys to a well-balanced and well-diversified portfolio. Echelon Advisors offer live fixed income trading across the independent networks with excellent fixed income investment management and products, such as government, corporate, convertible bonds and preferred shares at competitive pricing.


Echelon’s Structured Product Specialists provide our clients with an exceptional number of traditional investments, such as equities, currencies, bonds, commodities, or funds, but also creative customized investment instruments tailored to individual risk profiles and specific market conditions that can enhance returns and increase the diversification of client portfolios. We offer a variety of innovative solutions to meet the different investment needs of our clients, such as Principal-protected Notes, Non-principal-protected Notes, Custom Notes, Equity-linked GICs, Closed-end Funds, Structured Fixed Income, Flow-through Limited Partnerships, and Monetization.


What Makes Echelon Different

Access to Alternative Investments


Alternative investments are broadly defined as financial assets that do not fall into one of the conventional investment categories (stocks, bonds or cash). Adding alternative investments into your portfolio can reduce risk and volatility while simultaneously generating greater risk-adjusted returns. Your Investment Advisor has access to a wide variety of investments, and they will work with you to build a portfolio customized to your unique needs. 



Wealth Management Insights


In addition to our Capital Markets research, Echelon also provides our clients with access to our Wealth Management Insights. We curate weekly and monthly market commentary to keep clients up to date on the latest industry trends. Clients can also opt into The Monitor, our quarterly newsletter, where we share more specified investment insights and advice. 


EXPLORE OUR INSIGHTS →

Partnership with Capital Markets


Partnering with an Echelon Investment Advisor will provide you with a strong connection to our Capital Markets team. This relationship offers opportunities for timely access to compelling new IPOs, M&A, business succession and debt consulting services. Clients will also have access to our Research Portal, where you can benefit from our in-depth analysis and thought leadership. 


The Echelon Donor Advised Foundation


The Echelon Donor Advised Foundation (EDAF) was created to serve as a low-cost, tax-efficient way for our philanthropic-minded clients to establish a legacy of giving. Our team will handle all the behind-the-scenes details for you, allowing you to focus on the most important part – supporting the causes that matter most to you. 

MORE ABOUT EDAF →

Safety of Assets


Echelon Wealth Partners has been specifically structured to maximize the safety of client 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 Company.


The custody of all client cash and securities is entrusted to Fidelity Clearing Canada ULC (“Fidelity Clearing”) meaning that client assets are not commingled with Echelon’s firm cash or capital.


All cheques, wires, electronic funds transfers, or online banking transfers go directly to the Fidelity Clearing bank accounts. Similarly, all client securities are held by Fidelity Clearing and are never registered to Echelon. The same applies for all registered accounts, except the custodian of registered plans is Royal Trust Company (a subsidiary of the Royal Bank of Canada), with Fidelity Clearing acting as agent for Royal Trust Company.

Our Custodians


Fidelity Clearing is jointly owned by Fidelity Canada Investors LLC (“Fidelity Canada”) and Fidelity International Limited. Fidelity Canada and FMR LLC, which operates in the United States under the Fidelity Investments brand name, have significant common ownership at the shareholder level and have substantial bilateral business relationships, including in the clearing and brokerage area.


Fidelity Clearing leverages services and expertise from National Financial Services LLC, Fidelity Investments’ U.S. clearing broker-dealer, which has over 3100 clearing and custody firm clients and is the largest brokerage platform in the United States, with $5.1 trillion in assets under administration.


Echelon Wealth Partners has its registered accounts shielded by The Royal Trust Co. The assets held at Echelon in RRSPRRIF RESP, or TFSA accounts are in the safe custody of The Royal Trust Co., trustee for our registered plans and part of a $1.2 trillion banking group. Registered accounts are separately eligible for CIPF coverage.

WANT TO LEARN MORE? CONTACT ONE OF OUR ADVISOR TEAMS TODAY →

Resources


RRSPs

The foundation of your long-term investment strategy.

RESPs

An investment in your child’s future.

RRIFs

Make your retirement dreams a reality.

TFSAs

Tax savings for what matters to you.

RRSPs vs TFSAs

Two tax-free savings vehicles are better than one. 


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