Integrated Comprehensive Financial Services

Are you tired of being pushed financial and investment products that come with a brand name that do not always fit your investment outlook?


Our approach is different. As an independent platform, Echelon Wealth Partners and our team go BEYOND WEALTH with an integration of financial services that are truly customized to our clients’ needs.

 

A full range of services from one of Canada’s largest independent Wealth Management and Capital Markets firms gives you, our client, access to many benefits, services, advice, thought leadership and products not available at smaller firms, while avoiding the ‘conflict of interest’ seen at many of Canada’s largest institutions that sell their own products.

An integrated approach offering you a full range of services.

Echelon’s Service Difference

Echelon’s platform provides many of the same services that large financial institutions do, but with a true independence for its clients.

 

Get access to:

  1. Capital Markets’ Research with Canada’s Award-Winning Top Analysts
  2. Capital Markets’ Sales & Trading Desk for Direct Trades
  3. Capital Markets’ Investment Banking & Private Placement Opportunities
  4. Wealth Management’s Full Range of Services
  5. Chevron Wealth Preservation Insurance Services
  6. Echelon’s unique Foreign Exchange Services


What We Offer

Shelly and Tom have over 65+ years of combined experience in wealth management, asset management, portfolio management, insurance services, personal financial planning and estate and retirement planning.

“A recognized industry thought leader and sought-after commentator on Capital Markets, Shelly Lairar draws on 35+ years of investment experience in complex markets to provide clients with a truly differentiated wealth experience.”


Read more about who we are in this Investment Executive’s article featuring Shelly here.

Discretionary portfolio management allows busy professionals and business owners the freedom to set goals and benchmarks while trusting our expertise to deliver results. Our team implements the plan on a daily basis to make decisions based on the market environment without the delay of contacting the client for every decision. This freedom allows quicker responses to market movements while still keeping your goals and objectives at the forefront of the portfolio. This allows a dynamic and agile investment practice to offer the best chances of outsized market returns. 

Shelly, as the team’s designated Personal Financial Planner (PFP), provides clients with comprehensive financial plans that address your entire financial ecosystem. 


This planning and analysis covers all facets of our finances including: 

  • Cash flow and budgeting analysis
  • Retirement planning
  • Risk assessments and management
  • Investment management
  • Tax and estate planning
  • Alternative investment solutions
  • Financial advice for life’s messy moments

When life delivers bad news, be sure to consult us. We have plenty of experience in delivering unique solutions that enables you to overcome financial hardship, while still preserving as much of your financial plan as possible. Finally, we review your financial plan periodically in order to take in account changes to your personal situation or the economy in general.


Here is a handy guide for you to download

As our Estate Planning Specialist, Mike Harrington's focus is to help families become aware of the financial planning options they have in order to both maximize their wealth and to allow them to exercise more direction regarding how their assets are passed to the next generation. 


He works with us and our clients across Canada to identify tax and estate planning opportunities. These can include the timing of the receipt of different types of income in retirement, deferral of taxes, maximizing government tax credits, the use of trusts, estate freezes and using insurance to enhance the size of a charitable gift.


Mike is a part of our team because his philosophy on planning is like our own. We believe each client’s situation is unique, and everyone deserves a holistic approach to their financial needs. This approach includes investments but also tax considerations, estate planning and insurance needs. 

 

Insurance products are an often-overlooked solution for estate planning, providing tax-free or tax-deferred income, and can be part of advanced tax planning. With today’s higher interest rates, we can even turn a portion of a RRIF into an annuity that provides guaranteed income for life. Mike has extensive experience in the use of disability and critical illness insurance, annuities and even long-term care insurance.

Of course, we offer the standard services in financial services to meet your needs, including:

  • Fee-based portfolio management
  • Portfolio Management & Wealth Planning
  • Cash, Margin, Corporate, and Estate Accounts
  • RRSP, RESP, RRIF, and TFSA account management
  • Fixed Income and Structured Solutions
  • Access to Alternative Investments
  • Retirement and Estate Planning
  • Life & Business Insurance Services
  • Foreign Exchange Services
  • Accredited Investor Services
  • Donor-Advised Philanthropy Solutions

Introducing Homewise: The easiest way to get the best mortgage.

Homewise is a digital brokerage that simplifies home financing to help you get the best mortgage from over 30 banks and lenders.

 

How it works:

  • Simple 5-minute application: Easily apply for your mortgage online 
  • AI tech scans 30+ lender partners: Prime A for great rates and B for qualifications 
  • You’re matched with options: Tailored best mortgages to choose from 
  • A-Z support from human Advisors: Get a personal advisor to guide you

Click here to get started

Our Knowledge is Research-Based

Echelon Research

Echelon Wealth Partners has dedicated Equity Research Analyst Team who provide clients and their Advisors with comprehensive industry and capital markets news, with superior proprietary analysis of global companies and important global exchanges.


Up-to-date, in-depth, and high-quality equity research is vital to making smart investment decisions. Echelon’s award winning team brings recognized sector and capital market expertise to its coverage of 100+ Canadian stocks. Analyst research stocks across the full range of market capitalizations to better understand industry shapers and industry breakers. Our coverage focuses on high-growth, entrepreneurial companies typically within the mid and small capitalization range of the market. However, our depth and breadth of experience affords the ability to analyze securities within the context of global capital markets and across market capitalizations.

Proprietary in-house research + institutional research = research backed reccommendations.

ARC Independent Research

ARC is Canada's leading independent investment research firm serving North America's largest fund managers and investment advisors for over 20 years, providing research on Canadian and US large-cap stocks.


ARC has the most extensive fundamental independent research coverage in Canada. ARC research is widely used by institutional investors and investment advisors across North America.

North American Income Model 

Model Portfolios 

Delivering Excellence

First and foremost, as recognized, trained, experienced and licensed Investment Advisors, Financial Planners and Insurance professionals, we rely on sound financial analysis, reliable fundamental data, and quantitative stock selection techniques to provide industry best-practice advice. We are diligent in following market trends and research, including the world-class Capital Markets’ Research team at Echelon where two of the top five best analysts in Canada reside*. Independent research and data has never been more important to highlight and mitigate the risks for investors.

 

Our team of professionals work one-on-one with each individual client and investor. We are your ‘go-to’ financial counsel when you need it most. Our process does not rely on outside experts; we are the experts. Nor do we use impersonal tools like robo-advisors to outsource your key financial advice decisions. This is our difference and our promise to deliver the best possible solutions for your financial and wealth planning needs based on an in depth knowledge of you and your family’s goals and objectives. We deliver BEYOND WEALTH.

 

*Two Analysts for Echelon were named #1 and #5 in the Globe & Mail’s ranking for ‘top five Canadian equity analysts of 2020’.

Want to learn more about our personalized services? Connect today!
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