Echelon Wealth Partners

Founded in 2010, Echelon Wealth Partners Inc. is a leading Canadian-owned and operated financial services firm. The company provides client-centric solutions across two main divisions: Wealth Management and Capital Markets. The Wealth Management division offers comprehensive advisory services to high-net-worth individuals and families, while the Capital Markets division provides services such as investment banking, equity research, and sales & trading to corporate and institutional clients. The firm is a member of the Canadian Investor Protection Fund (CIPF) and is regulated by the Canadian Investment Regulatory Organization (CIRO).