Our Philosphy

What does BEYOND WEALTH mean for our clients?


Simply put, we engage in comprehensive financial services to provide you the best possible plan and outcomes to meet your total needs in life, and your family’s legacy.

 

We don’t engage in off-the-shelf services. To better understand what each client needs and can expect, we undergo an extensive consultation process. Once we know what your goals are, we work with you as partners to offer investment and planning services by targeting your short term and long-term goals and help you understand how to achieve them.

Of course, we are still driven by the desire to find new investment opportunities and innovative ways to generate returns for our clients. This passion is what drives us to be successful market specialists and it reflects in our individual client portfolios.

 

Echelon Wealth Partners provide an independent platform that allows us as Investment Advisors to truly provide solutions that are tailored to your needs and not driven by company-based investment products.

 

The wide range of financial services offered by the Echelon platform allows us to go BEYOND WEALTH.

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The Echelon Advantage

Echelon Wealth Partners is a leading independent, Canadian-owned and operated wealth management and capital markets firm, known for our client-centered approach and entrepreneurial spirit.  


We are also a growing firm, with more than $6 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, Montreal, Calgary, Vancouver, Victoria, Saskatoon, London and Edmonton.


Backed by Insurance, Capital Markets and Wealth Management teams at Echelon; you truly get access to a community of world-class financial experts.

The Echelon Foundation

Echelon has always believed in making strong commitments to communities and doing what can be done to secure better futures for others. The Echelon Foundation gives Echelon the ability to provide support to those in need through a collectively focused effort.


Echelon’s annual Impact Day was held on October 6, 2022. Echelon Wealth Partners and the Wilms Cancer Foundation joined the TSX team to celebrate Impact Day and close the market.


Over $100K was raised on Impact Day 2022! The donations will go to the Wilms Cancer Foundation. This charitable organization supports and represents the needs of children, families and healthcare organizations affected by kidney cancer nephroblastoma, commonly known as “Wilms”. The organization focuses on awareness, education, early detection and treatment of the disease, as well as providing financial and emotional support to those tackling childhood kidney cancer on a daily basis.

Our TEAM

Who We Are

Our team is invested in your community. We are:

  • Two wealth & estate planning specialists plus a Senior assistant
  • Experts with extensive industry designations: CPA, CFP®, and PFP
  • Specialists in advanced estate planning – Corporate trusts, farming, complex tax-focused insurance strategies and more.

  • Shelly Lairar, Branch Manager & Investment Advisor

    Connect with Shelly on Linkedin


    Since joining the industry in 1996, Shelly has made meeting clients needs her top priority. Shelly is a Personal Finance Planner (PFP) and Investment Advisor. PFP is a nationally recognized designation from the Canadian Securities Institute (CSI) that provides the skills and knowledge necessary to evaluate and manage all aspects of a person’s unique investment and financial situation, including retirement and estate planning. She has a solid understanding of finances, markets and economic indicators.


    Early in her career, Shelly held various positions at major Canadian financial institutions in the insurance and personal trust divisions. After joining forces with fellow Advisor, Tom Gougeon, Shelly was an Advisor at BMO Nesbitt Burns, providing individual financial planning solutions for clients, before the team joined Echelon Wealth Partners.


    Building strong relationships and a strong team in her role as Branch Manager in Ottawa, is her personal goal at Echelon. 


    Throughout her career as an Investment Advisor, Shelly has sought to create and preserve wealth and invest tax-effectively when advising her clients on their financial goals. She truly believes client relationships should be build upon trust, mutual respects and open communication. It is this relationship that provides the backbone of an effective investment strategy and long-term financial planning program.

  • Tom Gougeon, Senior Portfolio Manager

    Connect with Tom on Linkedin


    Tom has been in the investment business for more than 30 years. After complete a B.S.c from the University of Toronto and an MBA from the University of Western Ontario, he entered the bond portfolio management department of a Canadian Crown Corporation and in 1980 started his investment counselling practice with a major Canadian financial institution.


    Tom is a Senior Portfolio Manager. His bilingual team offers long-term relationships that focus on the financial health of clients combined with wealth creation, preservation and tax effective investing principles. These are all encompassed In a Personalized Investment Policy Statement (IPS) in an unparalleled level of service to clients.


    Over the past 30 years, Tom has provided investment advice for clients in both Canada and abroad that encompasses portfolio management, corporate finance as well as private equity opportunities. He has also managed branches for a Canadian and American investment dealer. 


    Tom is bilingual and active in his community as an advocate for mental health.

  • Maureen Crook, Senior Assistant

    Maureen resides in Arnprior with her husband, Michael, and their dog Archie. Her favourite pastime is spending time with the family and golfing.  She has been in the industry for many years and loves helping the clients.

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Myopic thinking about market conditions creates unnecessary stress for clients, Shelly says. Instead, she takes a long-term approach to portfolios.


Committed to understand you and your financial goals and helping you achieve them, our priority is to eliminate your worries about investing states Tom.

OUR VALUES & PHILOSPHY

To give independent and objective advice as your wealth journey partner through life’s challenges and to leave a lasting legacy for your children and their children.


This vision is supported by our committment to four core principles to clients. In everything that we do we are also guided by our corporate values and principles. Specifically, we are committed to a relationship of trust, respect, transparency and honesty in all our dealings with every single client.

Independence

Echelon ensures that all its Advisors have “the freedom to offer truly independent investment advice, always putting their clients’ needs first.”

Superior Service

Our staff of professionals have decades of experience and are trained to provide you the best service but also the most comprehensive options available in the Canadian financial services industry today.

Operational Excellence

the safety of your privacy, security of your assets and the infrastructure needed by modern financial services is the backbone of the promise of the Echelon platform to its Advisors and clients.

Safety of Assets

Echelon Wealth Partners is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF).

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