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181 Bay Street, Suite 2500

Toronto, ON M5J 2T3

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...begins when you work with our team of financial professionals operating within Echelon Wealth Partners Inc. (“Echelon”), an independent Canadian corporation.

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Our switch is always set to ON.

The ON Advantage

As a full-service wealth management team, we endeavour to always act as a trusted partner in each and every interaction with our clients, providing personalized financial advice and strategies to help preserve, grow, and effectively manage their wealth over the long term.

Our guiding principals:

  • Client goals are our top priority, and we prioritize those needs above all else.
  • Our focus is on providing well-founded advice, enabling clients to make profitable decisions, rather than selling investment products.
  • Our independence allows us to offer clients a multitude of investments or corporate solutions that are not tied to one brand.
  • As a licensed entity, we offer a comprehensive range of suitable investment options.
  • Our recommendations are carefully tailored, taking into account your objectives, preferences, and risk tolerance (refer to Working with You).

The ON Advantage of Experience

We have successfully managed our clients’ investments through all types of markets and many economic challenges. We both bring diverse financial expertise having been in the industry since the mid 1980’s.

More ON Advantages

Orser Neuhaus & Associates works with private corporations and enterprises to take them public or secure private capital through Echelon or other suitable resources.

We can also help our clients with all their major financial decisions, recommending ways to save on taxes, helping them with retirement or succession planning, providing life insurance solutions* and advising on financial strategies that help them achieve their goals.

We know you have worked hard for what you have, so our first goal is to help you keep it.


Depending on your needs and wishes, we work with you to build wealth in your portfolio and reach other objectives, such as planning for retirement or financing a new project. Learn more about our wide-ranging and diverse services on our “Services” page.

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Our Services

With your investments and our expertise, together, we will go far. We provide services much like a family office – connecting accountants, attorneys and estate advisors.

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Our People

With many years of experience in all types of markets, our  team has successfully managed clients’ investments through boom times and adversity. 

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Working With Us

We build long-term relationships with each of our clients to be sure that our approach to managing investments is aligned with your needs and wishes.

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Chat With Us

We know it can be hard to find the right wealth management firm. That is why we offer all new clients an in-depth consultation. 


We will talk about your portfolio, your goals and build the portofolio that meets your needs. 

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News and Updates

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NEW: Download your 2023 Income Tax Reporting Guide here, and read our articles on taxes in our News section.

Earnings Optimism

01 May, 2024
There are three things you should rarely ever bet against: the Leaf’s opposing team in the playoffs, the American consumer’s ability to spend, and corporate profits. As we are now about halfway through U.S. earnings season, once again, positive surprises remain the norm; 81% have beaten. It's a bit better than the 20-year average of 75%. There are three things you should rarely ever bet against: the Leaf’s opposing team in the playoffs, the American consumer’s ability to spend, and corporate profits. As we are now about halfway through U.S. earnings season, once again, positive surprises remain the norm; 81% have beaten. It's a bit better than the 20-year average of 75%. The size of the positive surprises have been encouraging as well, at just under 10%. The highest surprise magnitude in some time.

Energy Stars Align

28 Apr, 2024
With the current setup for the oil markets, some key questions that we often get from investors are: How sustainable is the rally in Canadian energy names?

The Best of Both Worlds: Term and Perm Insurance

26 Apr, 2024
For the majority of families, life insurance needs will change over time. Typically, more coverage is required while a family is still young and growing, with a decreasing amount required as the family finances mature. However, when it comes to insurance, permanent life insurance policies are designed to provide a level amount of coverage with level premiums for the lifetime of the policy. If you buy permanent insurance to cover all your needs, there’s a possibility you’ll be paying for more coverage than you need in the later years. Another option is term insurance, which is much less expensive in the early years, but becomes more costly than permanent insurance down the road, eventually surpassing the cost of permanent insurance. If you’re looking for the best overall solution for insurance protection, why not choose both? Oftentimes, the best insurance protection can come from a Term/Perm combination – that is, a small amount of permanent insurance, PLUS a term rider to cover the remaining amount. With this Term/Perm blend, you can ensure that coverage is tailored to your lifestyle over a period of time and within your initial budget. So, you get lots of coverage in the initial years of your policy, while knowing that you have some amount of coverage for the duration of your life – for maximum flexibility. Some of the benefits of using a Term/Perm blend of insurance coverage include: Coverage is aligned to your fluctuating needs over time Potential for a lower total cost over time At renewal for the term portion, you have the option to renew, convert, drop, reduce and/or add other coverages – options are great! It allows you to lock in permanent rates TODAY to guarantee the cost of the permanent coverage for life Some plans allow you to build cash values to support “premium vacations”. The fact is that the earlier in life that you purchase permanent coverage, the greater impact it can have as a financial instrument in your overall financial plan. So be sure to set yourself up for success from the start! For more information on Term and Permanent insurance, contact Filomena Viele .

Echelon Wealth Partners

Orser Neuhaus & Associates operates within Echelon Wealth Partners Inc., a leading independent, Canadian-owned and operated wealth management and capital markets firm. As part of an independent company, Orser Neuhaus & Associates offers unbiased and wide-ranging investment solutions tailored exclusively to meet our client’s needs.


Transparency and plain dealing are the hallmarks of our business. We take pride in getting to know our clients well and being open and direct in all our dealings. In addition, our clients may invest confidently, knowing that  Echelon Wealth Partners Inc. is a member of IIROC (Investment Industry Regulatory Organization) and CIPF (Canadian Investors Protection Fund).

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