We know that sometimes life can get challenging and we are here to ease the load off your shoulders and put you on track to achieve and excel. It is our goal to see you at the top.
Call today, whether you need guidance or have any concerns about your savings and investments. We are your go-to source for any investment and planning decisions you have to make.
We realize that no one person can be all things and thus we have committed a team of professional specialists in the Financial Planning, Wealth and Estate Management arena to help navigate you through the process.
Echelon Wealth Partners is committed to placing clients’ needs first. Clients have trusted us for over three decades and we have earned their confidence by developing a number of safeguards to ensure the protection of client assets held at our firm.
You can rest assured your accounts are being portected on multilevels (internal an external):
Echelon's Compliance Team
Fidelity Clearing Canada and The Canada Trust Company
The Canadian Investor Protection Fund (CIPF provides coverage of upto $1 million)
The Investment Industry Regulatory Organization of Canada (IIROC)
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Echelon Wealth Partners Inc., its subsidiaries, affiliates, or divisions, including, but not limited to, Chevron Wealth Preservation*. This website is not deemed to be used as a solicitation in a jurisdiction where this Echelon representative is not registered.