Working with the LK Wealth Management Group will provide you with a wealth of resources at your fingertips. Our team has partnered up with some of the best companies in the business to ensure that everything is looked at in the most minute detail.
LK Wealth Group is part of one of Canada’s pre-eminent Independent Financial Services firms, Echelon Wealth Partners Inc. In 2016, associated with world renowned Chief Global Strategist Peter Schiff purchased Dundee Goodman Private Wealth from famed investor Ned Goodman’s Dundee Financial. We are also a growing firm, with more than $4 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, Montreal, Calgary, Vancouver, Victoria and Tokyo.
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)
Echelon Wealth Partners Inc. is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) 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.