Six Reasons Advisors are joining Echelon Wealth Partners

Investment Advisors have been straying from larger institutions in favour of smaller, independent firms. At Echelon Wealth Partners, we see the change happening in our industry and believe advisors deserve better options. As we continue to grow our independent firm, the advisors who join us identify the following reasons why they made this choice: 

1. Advisors Want More Freedom

Investment Advisors tend to leave larger firms or banks for one crucial reason: more freedom. With an independent platform, advisors can give the financial advice they see fit. 

Advisors who work at large firms can be restricted in how they market their practice and services, by which household sizes they are permitted to service, and how they choose to run their business.

2. Advisors Want the Opportunity to Work at a Smaller Firm

Joining Echelon Wealth Partners allows advisors to be part of a smaller firm community and culture while providing the necessary operational infrastructure to succeed. Echelon has a culture of growth and partnership. 

Echelon is proud to be recognized as one of Canada’s Top 50 Best Workplaces™ for 2022 and certified as a Great Place to Work® for 2017 - 2023. 

3. Advisors Want the Opportunity to Contribute to Firm Growth

Joining Echelon Wealth Partners allows advisors more input. Advisors can set their own goals and make a substantial difference in their firm’s success. This atmosphere allows for more significant personal growth and development for advisors who want to invest in themselves and their careers. We listen to our advisors and continuously look for their input on improving both the advisor and client experience. 

4. Advisors Want Support 

At Echelon, we have a robust wealth management technology platform, client-focused back office support and leading-edge wealth management platforms. 

Click here to learn more about our best-in-class support:
https://recruitment.echelonpartners.com/best-in-class-support-for-advisors  

5. Share Ownership

Our employees, at all levels, are invited to be shareholders and participate in our Share Ownership Program. As Echelon Wealth Partners shareholders, our advisors can benefit from our firm’s growth. You put a lot of work into the success of your practice. We know those who invest in where they work are more engaged in the success of their workplace. So why not invest and profit from an investment where you have a direct impact?

6. Strong partnership with ECM

Echelon Capital Markets is a Premium Full-Service Investment Bank for Canada’s Middle Market. Advisors at Echelon benefit from our established partnership with our Capital Markets team. Together we look to strengthen our business-building opportunities. 

Disclaimers
Echelon Wealth Partners Inc. 
The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Echelon Wealth Partners Inc. or its affiliates. Assumptions, opinions and estimates constitute the author's judgment as of the date of this material and are subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Past performance is not indicative of future results. The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own legal or tax advisors for advice with respect to the tax consequences to them.
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