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.
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.
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.