Echelon Wealth Partners Inc. is a leading independent, Canadian-owned and operated, wealth management and capital markets firm. Founded on the principle of a client-centric approach, the firm offers a comprehensive suite of financial services. Its history includes significant growth through strategic acquisitions, notably the purchase of Dundee Goodman Private Wealth. Echelon operates two primary divisions: a Private Client group that provides financial planning and investment management services to individuals and families, and a Capital Markets division that serves institutional and corporate clients with research, investment banking, and trading services.

Founded in

United States