Orser Neuhaus & Associates* operates as a group within Echelon Wealth Partners Inc. (“Echelon”), a leading independent, Canadian-owned and operated, wealth management and capital markets firm, known for its client-centered approach and entrepreneurial spirit. This means that we are not under any pressure to sell a particular type of investment vehicle or corporate product. We work solely in the interests of our clients, giving advice that is truly independent.
With many years of experience in all types of markets, Orser Neuhaus & Associates* has successfully managed our clients’ investments through boom times and adversity.
Many of our clients choose to work with us on a fee basis. All our fees and commissions are clearly stated as we believe openness and transparency are important in building the trust that is essential in a successful investor/agent relationship.
Five reasons we think our team approach helps you
- Efficiency
Our team environment enables us to manage our time more effectively and support each other when circumstances require. - Productivity
As a team we are able to assign resources where they may be best used. In addition, our complementary skill sets make our collaboration more effective, further enhancing our productivity. - Accountability
We are always accountable to our clients, but by working together we have an additional layer of immediate accountability to each other. - Vision
By sharing our thinking, we broaden the vision of what we can offer our clients, and ensure we provide our clients the full benefit of group synergy without losing focus on what’s important. - Opportunity
Through a single point of contact our clients are able to benefit from the opportunities afforded by the individual specializations of each team member.
More about the people in our team.