Home Broker Reviews Echelon Wealth Partners Inc. Review, www.echelonpartners.com

Echelon Wealth Partners Inc. Review, www.echelonpartners.com

by J3n
Echelon Wealth Partners Inc. Review

About Echelon Wealth Partners

Echelon Wealth Partners Inc. is a leading independent, Canadian-owned and operated wealth management and capital markets firm. The Company operates as an asset management company and offers capital markets, wealth management, and preservation services and provides solutions for individuals, households, institutions, and corporations. Echelon Wealth Partners serves clients in Canada and is known for its client-centered approach and entrepreneurial spirit. It is based in Canada, on 181 Bay Street, Suite 2500, Toronto, ON M5J 2T9.

Echelon Wealth Partners Inc. Review

www.echelonpartners.com

Contact Details

web: www.echelonpartners.com
phone: 1-416-572-5523

Echelon Accounts

According to your needs, Echelon advisors will help you choose the account that will enable you to actively manage your portfolio and optimize your saving capacity.  There are three types of accounts:

  • Advisory Account – This account gives you control over your investment decisions while providing real benefits from the expertise, research, technology, and planning skills of an Echelon Advisor;
  • Fee-For-Service Accounts – It is the preferred investment account for clients who want to optimize their portfolio performance without having to consider every transaction cost. With a Fee-for-Service Account, your fees are a transparent percentage of your portfolio value;
  • Transaction-Based Accounts – this account offers direct ownership, personalized direction, and choice, along with plenty of tax efficiencies.

An Echelon Wealth Management professional will work together 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. He can offer a variety of innovative solutions to meet the different investment needs, such as Principal-protected Notes, Non-principal-protected Notes, Custom Notes, Equity-linked GICs, Closed-end Funds, Structured Fixed Income, Flow-through Limited Partnerships, and Monetization.

As we could see the company Echelon Wealth Management provides different services for their clients. On top of that, we would like to see alternative opinions from users that work with them. As a result, we hope to make it easier for other people to make the right choice. In other words, express your vision about Echelon Wealth Management.

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3 comments

Hökler Patrick May 11, 2022 - 9:26 am

I get the impression that Echelon is blatantly lying about having 60,000 traders. Or they are counting people who have bailed on them because of missing money. This is an offshore broker with no license. As you know, such companies often do not pay their clients and this one is no exception. I have seen reviews of people saying that the company does not allow withdrawal of funds. This is not surprising, typical offshore garbage.

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Marzoll G. May 11, 2022 - 11:24 am

I had a sad experience with these scammers. I wanted, like many people, to make money and ended up losing it. I opened an account with this pseudo-broker and deposited money there. The manager contacted me and offered me an excellent program but I had to pay extra money. I paid the money into my account, and all my trades ended up in the red. And it’s all thanks to the fraudulent employees of this organization! First they tricked me into giving them money and then they just cheated me! I don’t know what to do now, maybe with the help of charjback it will be possible to get my money back. Do not believe their empty promises, this is just a trick to get you to agree to transfer them as much money as possible! I hope my experience will help someone.

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Bornhofen Achim May 13, 2022 - 2:25 am

My experience with this broker can be described by many epithets, but all of them will be negative. I have never seen such a horrible site. It is just a nightmare how careless you can be in the technical part of the broker’s website! The terrible delays in order placement, delays in withdrawal, not entering the site the first time, even with a VPN. I don’t know how to use it comfortably. No wonder I lost my money here.

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