The Orser Neuhaus advantage begins when you work with our team of financial professionals operating within Echelon Wealth Partners Inc. (“Echelon”), an independent Canadian corporation.
The Advantage of Independence
Because we are independent we are not obliged to direct you towards a specific type of investment or propose corporate solutions bearing our brand. We put the interests of our clients before everything else.
While we are licensed to offer a full range of appropriate investment vehicles, we make our recommendations with great care, based on your goals, the preferences you share with us, and the level of risk you are willing to accept (see Working with You).
We do not sell investment products; we provide well-founded advice and the means to act profitably upon that advice.
The Advantage of Experience
We have successfully managed our clients’ investments through all types of markets and through many economic challenges. The combined experience of D-A Orser and Dietmar Neuhaus adds up to more than half a century.
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, as well as helping them with retirement or succession planning, providing life insurance solutions* and advising on financial strategies that help them achieve their goals.
* Insurance products and services are offered by life insurance licensed advisors through Chevron Wealth Preservation Inc., a wholly owned subsidiary of Echelon Wealth Partners Inc.
We know you have worked hard for what you have, so our first goal is to help you keep it. Then, depending on your needs and wishes, we will work with you to build wealth in your portfolio or reach your other objectives, such as planning for retirement or financing a new project. Learn more about our wide-ranging and diverse services on our “What we do” page.
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 that are tailored exclusively to meet our clients’ needs.
Transparency and plain dealing are the hallmarks of our business. We take pride in getting to know our clients well, and in being open and direct in all our dealings with them. In addition, our clients may invest with confidence knowing that Echelon Wealth Partners Inc. is a member of IIROC (Investment Industry Regulatory Organization) and CIPF (Canadian Investors Protection Fund).