A full range of services from one of Canada’s largest independent Wealth Management and Capital Markets firms gives you, our client, access to many benefits, services, advice, thought leadership and products not available at smaller firms, while avoiding the ‘conflict of interest’ seen at many of Canada’s largest institutions that sell their own products.
Echelon’s platform provides many of the same services that large financial institutions do, but with a true independence for its clients.
Get access to:
Once we have completed a review or your current financial situation we start exploring your future goals. This ranges from specific needs to even exploring “What do you want to be when you grow up?” The answer can often take some time to appear.
This is a key step in the investment planning process as we ultimately determine your tolerance for risk. Most investors want to make as much money at the lowest possible risk level, but few have the skills and patience to put that into practice.
The team at Katevatis Wealth Management will work with you to create a customized portfolio that meets your needs with the appropriate risk.
Using the experienced team at Echelon Wealth Partners, we can offer a wide range of services solving your needs. By formulating a financial plan we can cover all of your needs including:
Our core philosophy of unique custom solutions, is essential to planning your family legacy. Instead of simply looking at your wealth management in the present, or for retirement, we aim to help you plan for your heir’s security as well.
With the significant rise in the cost of living in Canada, the outsized increase in homeownership costs to income and the increased burden of education costs, many families are turning to us for expert advice on how to ensure their children and grandchildren are offered financial security.
A wealth transfer and estate planning document ensures the efficient and beneficial distribution of your wealth to your heirs, when they need it or should anything happen to you.
Echelon Wealth Services provides our clients with strategies to preserve your wealth through integrated insurance and tax-effective strategies to balance your wealth’s needs between growth and protection. We can design a risk management plan that takes into consideration your retirement, tax and estate planning needs adding an important element to your comprehensive wealth plan.
First and foremost, as recognized, trained, experienced and licensed Investment Advisors, Financial Planners and Insurance professionals, we rely on sound financial analysis, reliable fundamental data, and quantitative stock selection techniques to provide industry best-practice advice.
We are diligent in following market trends and research, including the world-class Capital Markets’ Research team at Echelon where two of the top five best analysts in Canada reside*. Independent research and data has never been more important to highlight and mitigate the risks for investors.
Our team of professionals work one-on-one with each individual client and investor. We are your ‘go-to’ financial counsel when you need it most. Our process does not rely on outside experts; we are the experts. Nor do we use impersonal tools like robo-advisors to outsource your key financial advice decisions. This is our difference and our promise to deliver the best possible solutions for your financial and wealth planning needs based on an in-depth knowledge of you and your family’s goals and objectives.
