Senior Vice President & Portfolio Manager
Address: 1 Adelaide Street E, Suite 2000, ON M5C2V9
Echelon Wealth Partners is an independently owned and operated financial services company that is infused with the entrepreneurial spirit and dynamic energy of two financial market leaders. In April 2016, Euro Pacific Canada combined with Dundee Goodman Wealth Management with the goal of becoming the pre-eminent independent investment dealer in Canada. With approximately 80 Advisors and Portfolio Managers across Canada, who have been entrusted with approximately $5 billion in assets under administration and management, Echelon provides the stability needed for growth in a rapidly changing global marketplace.
As our momentum in the financial marketplace builds, Echelon Wealth Partners is well positioned to deliver success for our clients. Echelon is a compelling option for investors seeking unbiased investment solutions, professional management and unparalleled service. Flexibility, receptive access, solid advice, and responsive service ensure that our clients remain confident in their choice of investment firm.
We are a client-centred firm with a collaborative and respectful culture that delivers a history of excellence in producing results while protecting our clients. We aim to build lifetime relationships and deliver superior service.
Echelon Wealth Partners has been specifically structured to maximize safety of client assets. Echelon Wealth Partners has entrusted the custody of all client cash and securities to Fidelity Clearing Canada ULC (“Fidelity Clearing”). This means that client assets are not commingled with Echelon Wealth Partners firm cash or capital. Any cheques, wires, electronic funds transfers, or online banking transfers all go directly to the Fidelity Clearing bank accounts. Similarly, all client securities are held by Fidelity Clearing and are never registered to Echelon.
Fidelity Clearing is jointly owned by Fidelity Canada Investors LLC (“Fidelity Canada”) and Fidelity International Limited. Fidelity Canada and FMR LLC, which operates in the United States under the Fidelity Investments brand name, have significant common ownership at the shareholder level and have substantial bilateral business relationships, including in the clearing and brokerage area. In particular, Fidelity Clearing leverages services and expertise from National Financial Services LLC, Fidelity Investments’ US clearing broker-dealer, which has over 3100 clearing and custody firm clients and is
the largest brokerage platform in the United States with $5.1 trillion in assets under administration.
Echelon Wealth Partners has its registered accounts shielded by Computershare Trust Company Of Canada. The assets you hold at Echelon in RRSP, RRIF, RESP, or TFSA accounts are in the safe custody of Computershare Trust Company of Canada, trustee for our registered plans and a multinational financial group with a market capitalization of $6B USD.* Registered accounts are separately eligible for CIPF coverage.
Echelon Wealth Partners Inc. is a member of the Canadian Investor Protection Fund. Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca.