The Echelon Difference

Echelon is a customer-first driven firm that aims to make trust our number one pillar in all our interactions both internally and externally. We want to empower your success and we do it through these top 8 financial industry-leading practices.

Advisor Support

The Echelon difference: we want to work together and help empower your possible. We offer advisor support that is continually improving to meet the needs of our advisors.

Full-service Platform

Our full-service platform offers advisors the opportunity to be in the driver's seat.

Best Research Analysts in Canada

We want to give you access to the best research Equity Analysts and reports in Canada. With the help of our research team we make it possible. Let's work together.

Echelon Capital Markets

One of the advantages our advisors have here at Echelon is our strong partnership with Echelon Capital Markets. The lines of communication are wide open, and we are always on the lookout for business-building opportunities together.

Comprehensive Wealth Management

We are client driven firm that aims to make trust, our number one pillar in all our interactions both internally and externally. We want to empower your success and we do it by offering comprehensive wealth management to clients.

Safety of Assets & Clearing

Echelon is a member of IIROC and CIPF ensuring standard industry protections for Advisors and clients.

EWP Share Ownership Plan

Be part of a fast-growing investment firm where ownership and private shares can be rewarded based on your efforts and those of you fellow partners. We have achieved share price growth of ~575% over the last 10 years.

Award-winning Culture

Echelon prioritizes creating a corporate culture of growth success and inclusion. Creating a positive space for our partners to succeed is the Echelon Difference. We are recognized for our winning corporate culture. We prioritize growth, success and inclusion to ensure we create a positive space for our partners to succeed.