Echelon Wealth is a leading independent Canadian-owned and operated wealth management and capital markets firm. With a client-centered approach and entrepreneurial spirit, we offer unbiased investment solutions, professional management, and unparalleled service to investors. Our goal is to build long-term, trusting relationships with our clients and provide them with superior service.

We have over $8 billion in assets under administration and management, and we have a team of approximately 85 Investment Advisors and Portfolio Managers. Our services include Capital Markets, Investment Banking, Research, Sales, Trading, Wealth Management, Portfolio Management, Advisory Services, Financial Planning, Tax and Estate Planning, Fixed Income, Structured Solutions, Safety of Assets, Insurance, and Foreign Exchange. We have offices in Toronto, Oakville, Ottawa, Montreal, Calgary, Vancouver, Victoria, London, and Edmonton, serving clients nationwide.

At Echelon Wealth, we believe in independence and putting people at the center of everything we do