“Our advisors have the freedom to offer truly independent investment advice, always putting their clients‘ needs first.“


David Cusson, CEO

Our Advisors Receive Best-In-Class Support

What Our Partners Say About Us

We are Canada’s top award winning financial services firm offering Advisors an independent full-service platform.

Enjoy the freedom to be truly independent in your advice to clients with:


  • Leading edge technology platforms
  • WLG Gowling & MNP LLP providing Affiliate services
  • Industry-leading Competitive Compensation Grid
LEARN MORE →

“At Echelon I provide my clients access to investments in more than 25 countries, and I can utilize ten different currency accounts in addition to CAD and USD dollars. The Echelon platform gives me the ability to provide my clients the services they need.”

“The Wrigley Financial Group’s recent move to Echelon Wealth Partners from a major bank-owned investment dealer was a resounding success. Not only did we retain more than 99% of our clients, but we also completed our move in 81 days!”

“Planning, organization and technology are crucial to a transition like this, and the Echelon platform enabled us to move almost seamlessly and ahead of schedule. Echelon promised us a great transition experience and they came through.”

“I HIGHLY recommend that any investment Advisor looking for a progressive, entrepreneurial firm reach out to Echelon to explore their options.

Our Position On Diversity, Equity and Inclusion

At the Echelon Wealth Partners’ family of companies our culture supports, engages and holds our people accountable to be committed to fostering Diversity, Equity and Inclusion in all aspects of our relationships. We know that diverse and inclusive teams provide better perspectives about the world around us and ensures that we, as a company, continue to learn and evolve our culture.