Address

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.

15 Mar, 2024
Individuals who reside in Canada are taxed on the worldwide income they receive in the calendar year. There is a federal layer of tax and a provincial layer of tax. The tax rate you pay depends on the amount of taxable income you received in the calendar year and the tax brackets you fall into. The 2023 Federal tax brackets are shown in the table below (which are indexed each year for inflation). Each province also has its own tax brackets and rates.
10 Mar, 2024
Did you know that Canada’s Federal Budget proposed changes to the Alternative Minimum Tax (AMT) rules with draft legislation that comes into effect on January 1, 2024? So, what is AMT and how does it affect your tax planning?
01 Mar, 2024
So far this year, investors have piled into cash, added into bonds and sucked money out of equities. Apologies, we are going to use U.S. listed data here for convenience and because larger numbers are more fun. Based on ICI data, investors have sucked $25B out of equities, added $122 billion to cash and added $52 billion to bonds.

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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