About us
We want to see you reach your dreams, as our team is here to make sure your needs are met, and your goals are achieved.
The LK Wealth Management Group helps clients from all over the globe manage and protect their wealth. With decades of financial services experience, drawing from different areas of expertise, we are here to ensure you always get the best guidance. Constructing a tailored financial plan for you isn’t just about identifying your risk tolerance and managing your money; it’s about you, your family, your current goals, and future dreams.
Investment strategies should be as unique as the people they are developed for. Just as no two people are alike, there should be no cookie-cutter approach to investing or a financial plan to follow. No matter who you are, our experience in helping our clients that range from corporate executives, business owners, first line responders, to just your average hard-working families. This provides us with the insight and experience to tailor a solution around your unique challenges and life events. Let us help you create a plan that makes you feel protected and gets you to where you want to be.
Our Partners
Echelon Wealth Partners is a leading independent, Canadian-owned, and operated wealth management and capital markets firm, known for its client-centered approach and entrepreneurial spirit. We are a growing firm with more than $6 billion in assets under administration and management. Echelon offers a wide range of services for individuals, households, institutions, and corporate clients from our offices in Toronto, Oakville, Ottawa, London, Montreal, Saskatoon, Calgary, Edmonton, Vancouver, Victoria, and Tokyo.
Echelon Wealth Partners Inc. is a member of both the Investment Canadian Investment Regulatory Organization (CIRO) and 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.
All non-registered securities and cash balances are held secure at our custodian Fidelity Clearing Canada ULC (Fidelity has over $3 trillion in custody globally)
Our Office
Oakville
Address
