Echelon Wealth
1 Adelaide Street East, Suite 2100 M5C2V9 Toronto, ON, Canada

Are value stocks finally taking over in investor portfolios from growth stocks? Find out more in our Weekly Insights. http://ow.ly/TVCI50Ebz1s #wealthmanagement #valuestocks #growthstocks

Find out about The Ten Spots' founder Kristen Gale in our Canadian Entrepreneur Reports' weekly dose. Read the blog here: http://ow.ly/4jhs50EaaGu #entrepreneurs #smallbiz #advice

Ivy Zhang, Investment Advisor joins our Vancouver office today. Welcome aboard! http://ow.ly/n3L850E8IPv #growingagain #newhire #wealthmanagement

Not sure if bonds are still worth it? Did you know in the past 70 years a 60/40 portfolio has not had a single 5-year period of negative returns. Find out more in our Weekly Insights. http://ow.ly/aN6r50E5zoZ #wealthmanagement #portfoliotheory #investments

In support of International Women's Day 2021 we are launching our Canadian Entrepreneur Report blog highlighting women for the month of March, starting with Three Farmers Foods' CEO Natasha Vandenhurk. Read their story here: https://tinyurl.com/y859z9fz #IWD2021 #entrepreneurs #women

Did you know Echelon produces podcast series? Our latest series on Wealth Management releases its third episode today with Mark Rosen, head of Research of ARC and discusses portfolio risk. http://ow.ly/iOpk50CH9Jz #podcast #wealthmanagement #research #portfoliorisk #accounting #investorsafety

Transparency, security, service and quality - all factors that help companies retain clients. Find out more in our Canadian Entrepreneur Report 2020. http://ow.ly/YRgD50CC2kj #CER2020 #clientretention #COVID #innovation #EmpowerYourPossible

Next week Matthew Loden, CEO of the Toronto Symphony Orchestra joins the Echelon Webcast Series to discuss organizational resilience. What perfect timing. REGISTER NOW: http://ow.ly/1AJa50CC1ED #resilience #nonprofit #inspiration #COVID #EmpowerYourPossible

How are disruptive technologies affecting wealth management during the pandemic? Find out as Echelon's James Hunter interviews Raj Lala of @EvolveETFs in this week's podcast episode. http://ow.ly/Asx150CAQvG #technology #wealthmanagement #COVID #disruption #podcast #interview

Did you know Echelon hosts experts for lunch-hour webcasts? Our next event with CEO of mdf commerce Luc Filiatreault talks about repositioning your organization for growth. REGISTER HERE: http://ow.ly/pWkb50CzCn0 #smallbusiness #webcast #expertadvice #growth #valuableinsight

Remember, Echelon's second Webcast Series session on "The Importance of Culture" is tomorrow. Register here: https://tinyurl.com/y47ooqbo #webcasts #webinars #smallbusiness #COVID #guestspeaker #corporateculture

Did you know? Echelon's Top Picks Portfolio YTD Q320 is beating the TSX &TSX Small Cap Indexes by 24%! Check out the details and Q420 Picks in our TPP review below. https://lnkd.in/dqn6fvb #toppicks #stocks #outperformance #stockpicking #wealthmanagement #capitalmarkets

Please remember to thank a veteran or active service member today or take a moment to remember our fallen heroes. Lest We Forget. #remembranceday #lestweforget #thankavet #fallenheroes #servicemembers

Are you a small business looking for debt financing during these difficult COVID times? Register and tune in to hear our CEO David Cusson interview Co-Head of Capital Markets Karanjit Bhugra on Tuesday, November 10 for our first of many Webcast Series' sessions. http://ow.ly/i1jA50CbOPJ #webinar #capitalmarkets #smallbusiness #debt #financing

Thank you to our amazing clients and employees who have once again helped put us on the Canadian Business and Maclean's Growth List 2020, as one of the Fastest Growing Companies for the second year in a row! http://ow.ly/TKcE50BTJ1s #capitalmarkets #wealthmanagement #awards #finance #finserv #fastestgrowing

Proud to announce our team members and employees have made our Employer of Choice Award possible. Building high-trust relationships with clients, starts with building an organization built on the same principle. https://wpawards.ca/ #awards #employerofchoice #trust #transparency #finserv #wealthmanagement #capitalmarkets

Are you getting the right investment information to make smart decisions? Tune in to Echelon's Weekly Insights for market commentary. This week's newsletter focuses on why now might be the right time to consider the Canadian energy sector. http://ow.ly/AMQj50BELxt #oilandgas #energy #wealthmanagement #investments

Proud to be the only @IIROCinfo #wealthmanagement & #capitalmarkets firm to be included in @globebusiness' Top Growing Companies ranking. tgam.ca/TopGrowing #TopGrowing20 #EmpowerYourPossible #finserv

Tune into Why Not Now's seventh episode featuring Liz Berholz, certified parent educator and corporate life coach, as Echelon's podcasts are back since COVID! http://ow.ly/LIze50B8Y9p #womenadvocacy #podcasts #whynotnow #parenting #lifecoach #workculture

Smart analysis, delivered right to your home with Echelon's industry-leading innovative Q&A series with business leaders about their company by our certified Equity Analysts. Click below to watch. https://youtu.be/wFuy6mon7LA #equityanalysis #midmarket #technology #Q&A #stockcommentary

Did you know Echelon has a podcast channel? Tune in to this week's episode as Host of Echelon's Canadian Entrepreneurs, David Cusson, interviews serial entrepreneur Clint Sharples of Modu-Loc Fence Rentals. http://ow.ly/GwpJ50As1Jy #Entrepreneurs #SME #EmpowerYourPossible #interview

Did you know? Echelon Capital Markets has launched a full-service platform to help Canada's middle market companies, as highlighted by Wealth Professional Canada Magazine. http://ow.ly/lK0850Am5Hh #capitalmarkets #news #finserv #advisorysolutions

Looking to learn more about the global mining industry? Tune into Echelon's Mining Q&A Series, Part Two with Minera Alamos here: http://ow.ly/dHIX50A5kdM. #capitalmarkets #mining #marketcommentary #equityanalyst #interview

Tune in Tuesdays and Thursdays, for a limited time, to our YouTube channel for insightful conversations with mining CEOs during Echelon's Mining Q&A Series, launching today! Watch here: http://ow.ly/GaDc50A3dJp #mining #capitalmarkets #gold #questions #interview

Are you looking forward to meeting with friends and colleagues again? While everyone waits, Echelon is looking to provide some great content. Stay tuned for more information. http://ow.ly/Vco050A27gy #WhyNotNow #yearinrewind #financialliteracy #womenadvocacy

Looking to learn how the economy is doing during COVID-19? Tune into Echelon CEO David Cusson as he speaks with the JCC Montréal - Chambre de commerce juive | Jewish Chamber of Commerce. Register at the event link below. http://ow.ly/vP5E50zY5j0 #wealthmanagement #guestspeaker #COVID-19 #cdnecon #economics #EmpowerYourPossible

For those that showed up March 2, pre-COVID, to our Canadian Entrepreneur Summit, thank you. A short recap video highlights what a great day it was. Looking to reconnect in-person soon. http://ow.ly/QYqV50zyUQj #entrepreneurs #smallbiz #EmpowerYourPossible #pre-COVID #CADEntReport

In challenging times, it is great to know that partners work in collaboration to ensure our success. Thanks to a great IT team at Echelon. #ITexcellence #workfromhome #unsungheroes #EmpowerYourPossible

Congratulations to our CEO, David Cusson on being named a Finalist for CEO of the Year by Wealth Professional Awards 2020. https://www.linkedin.com/in/davidcusson/ #leadership #EmpowerYourPossible #awards #financialservices

Nick Shinder from our #Montreal branch is a finalist for Excellence in Philanthropy and Community Service by #WealthAwardsCA. An shining example for all. https://shindertremblay.ca/ #philanthropy #EmpowerYourPossible #wealthmanagement #awards #communityservice

Congratulations to Orser Neuhaus & Associates of Toronto, Dorothy-Anna and Dietmar, for their outstanding achievement. https://www.orserneuhaus.com/ Echelon is grateful for all our hard-working and dedicated Investment Advisors working hard to secure client's wealth. It is even better to have two of our teams nominated to Wealth Professional Awards 2020 for Advisory Team of the Year (<10). #EmpowerYourPossible #financialservices #awards #finalist #montreal #yul

Congratulations to The Shinder Tremblay Group of Montreal, Nick and Thierry, for their outstanding achievement. https://shindertremblay.ca/ Echelon is grateful for all our hard-working and dedicated Investment Advisors working hard to secure client's wealth. It is even better to have two of our teams nominated to Wealth Professional Awards 2020 for Advisory Team of the Year (<10). #EmpowerYourPossible #financialservices #awards #finalist #montreal #yul

One of Echelon's Advisor Teams from Victoria, Salina Edgren & Associates is a Finalist for the #WealthAwardsca Client Care and Loyalty category. Congratulations! Find out more about the team here. http://ow.ly/4Nse50zlKd8 #excellence #greatnews

In a time of difficulty, it is great to be recognized. Echelon is proud to be a Finalist in six categories for the financial industry's top awards from Wealth Professional Canada. http://ow.ly/bSt350zlJuH #wealthawardsca #employerofchoice #thankful #greatnews