Echelon Partners USA Inc. (“Echelon Partners USA”) offers wealth advisory services including asset management strategies and Financial Planning to affluent individuals, households, and corporate clients.
Echelon Partners USA is a compelling option for investors seeking fiduciary investment solutions, professional management and unparalleled service. We believe the highest level of integrity and operational expertise are crucial to building lasting relationships with our clients. Our mission is to offer superior financial advice and quality financial solutions in a dynamic and flexible environment that enables clients to achieve their goals. Our team is guided by values of trust, respect, commitment and honesty in everything we do.
With offices across Canada and a committed team of professionals, we welcome the opportunity to hear from you.
“Our advisors have the freedom to offer truly independent investment advice, always putting their client’s needs first.”
David Cusson, CEO
“Making the complex simple, putting everything on one page to ensure that everyone is on the same page. Going beyond investments"
Marco Zaino, Portfolio Manager & CEO of Highgate
"At Echelon, we believe that there is true strength with independence. We are our clients’ most trusted advisors, and we work hard to earn that trust every day."
James Hunter, Head of Wealth Management
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Echelon Partners USA Inc. is an investment advisor registered with the U.S. Securities and Exchange Commission. All investment advisory services are provided to you through Echelon Partners USA Inc. More information about Echelon Partners USA Inc, Is available at https://www.adviserinfo.sec.gov/. Echelon Wealth Partners Inc. (“Affiliate”) is an affiliate of Echelon Partners USA Inc. Although our affiliate is referenced in this website, affiliate does not provide investment advice regarding securities on investment advisory services to any of our U.S. clients.