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.
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.