Wealth Management

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

We build trusted and mutually respectful lifelong relationships with our clients by delivering individual wealth management solutions defined by exceptional service and shaped in a collaborative and dynamic environment. As an independent private wealth management firm, our 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. Take advantage of our exclusive relationships with some of Canada’s fund managers and network for private equity opportunities.

An Echelon wealth management professional will work collaboratively with you through one of our customized wealth management platforms: Discretionary Portfolio Management, Transactional and Fee-for-Service Advisory Portfolio Management, Separately Managed Accounts (SMAs), Independent Financial Planning.