About Us
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.
Why Us?
With many years of experience in all types of markets, Orser Neuhaus & Associates* has successfully managed our clients’ investments through boom times and adversity. We are leaders of the pack.
We offer expertise, personalized planning, investment guidance, and a lasting partnership that can lead to greater financial confidence and success for your portfolio. Working with us will provide you peace of mind when it comes to managing your finances and planning for the future.
Expertise and Knowledge:
Assess your financial situation comprehensively, identify opportunities, and develop personalized plans to help you achieve your financial goals.
Customized Financial Planning: Create customized financial plans that align with your objectives, whether it's retirement planning, saving for education, tax optimization, or wealth preservation.
Investment Guidance:
We navigate the complexities of the financial markets for you by providing valuable insights and guide you in making informed investment decisions, diversifying your portfolio, and adjusting strategies based on market conditions.
Long-Term Relationship:
Portfolio management requires ongoing monitoring and adjustments as your life circumstances change. Our team provides continuous support, advice, and will adapt strategies to keep you on track towards your financial aspirations.
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.
The ON Advantage – By the Numbers
220M+
Assets under management
Six
Highly-skilled trained team members
Meet the ON Team
Dorothy-Anna Orser, CIM®, PFP®, FSCI®, AIFP®
Senior Portfolio Manager and Senior Investment Advisor
Dorothy-Anna (D-A) became an Investment Advisor with a major Canadian firm in Kitchener, Ontario, in 1987, after undergraduate studies at the University of Western Ontario, Simon Fraser University, and Waterloo University. Before embarking on her chosen career, she had started and managed her own business in the Waterloo area. Since then, D-A has enjoyed success as an investment advisor and portfolio manager with several major financial organizations, including both bank-owned firms and independents, before joining Echelon Wealth Partners in 2016.
She has chosen to be part of Echelon Wealth Partners because working with an independent company affords her the opportunity to work closely with her clients to develop strategies that are guided by her clients’ interests alone, and to provide unbiased and comprehensive advice.
D-A lives in the west end of Toronto where she spends time with her spouse and her daughter who lives nearby. They enjoy walking, travelling, music, and being active including practising hot yoga.
Phone: 416.572.5520
Email: daorser@echelonpartners.com
Dietmar Neuhaus
Senior Investment Advisor
Dietmar has more than three decades of experience and is adept at advising an international clientele in all aspects of wealth management. He also has specialized options and fixed income skills that add breadth and depth to the services offered by Orser Neuhaus & Associates.
After his university studies, Dietmar moved from Edmonton to Toronto in 1984 and shortly afterwards began his career in the investment industry with a major financial organization.
In 2012, Dietmar joined forces with D-A to form Orser Neuhaus & Associates. This group combines D-A’s outside-the-box thinking, wealth of hands-on entrepreneurial experience and skills as a discretionary investments manager with Dietmar’s knowledge and specialized skills, to provide clients with insightful, unbiased, and practical guidance in financial matters.
Dietmar lives with his wife and two children in Port Credit where they are actively involved in the community. Dietmar is passionate about drumming, music, cooking, cultural exploration, soccer, and spending time with his family.
Phone: 416.572.5521
Email: dneuhaus@echelonpartners.com
Palmer Heighington, CIM®
Associate Portfolio Manager, Associate Investment Advisor
Palmer has a BMOS (Bachelor in Management and Organizational Studies with Specialization in Finance) from the University of Western Ontario and has completed the CFA Level I course. He’s been a part of the Orser Neuhaus group for seven years now and enjoys working with clients as he adds to his earlier experience as an administrator, where he learned the nuts and bolts of successfully managing investments. He focuses on Portfolio Analysis/ Management, Trading, Capital Markets, Teamwork, Client Support, and Performance Evaluation.
In his spare time Palmer is a sports enthusiast, focusing on tennis, hockey, squash and skiing. He loves spending time up north; on the weekends you can normally find him fishing in the Kawarthas.
Phone: 416.572.5418
Jonathan Roos, BMOS (Hons)
Investment Services Assistant
Jonathan has an Honors degree in BMOS (Bachelor in Management and Organizational Studies with Specialization in Finance) from the University of Western Ontario. Jonathan was previously an Intern in Wealth Management for Echelon Wealth partners and has now joined the Orser Neuhaus team.
During his free time you can find Jonathan on the tennis court or the golf course during the summer.
Phone: 416.572.5404
Email: jroos@echelonpartners.com
Filomena Viele, Honors BA
Administrative Assistant and Life Insurance Advisor
Filomena Viele joined Orser Neuhaus & Associates* in November 2016 as an administrative assistant and Life Insurance Advisor.
After earning an honors BA from York University, Filomena pursued a career exclusively in the financial services industry. For over twenty years she worked as a Financial Advisor with a major Canadian bank before moving into the mortgage sector, also as an Advisor.
Her experience in financial services, her knowledge of systems and procedures, together with her skill in responding to our clients’ needs, have made Filomena an invaluable member of the Orser Neuhaus team. In addition, her Life Insurance designation and financial planning experience mean that she can support the services we already offer our clients in these important areas.
Filomena lives with her spouse and young adult daughters north of Toronto, where she loves to cook and is a passionate baker. Her hobbies include Zumba, yoga, meditation and reading.
Phone: 416.572.5524
Email: fviele@echelonpartners.com
Stacey Seliotis
Investment Services Assistant (licensed)
Stacey Seliotis brings over 25 years of experience in the finance industry to her administrative role with Orser Neuhaus & Associates. After college she worked in the banking sector before joining Echelon Wealth Partners in 2016.
Stacey is a fully licensed investment representative and is passionate about providing the best support and most efficient service to our clients in her role as administrative assistant.
Married with three grown-up sons, Stacey loves to spend time with her family at their cottage in Prince Edward County.
Phone: 416.572.5454
We are Qualified to Advise, Plan and Perform
What do our qualifications mean?
“Our team combines innovative thinking, real-life business experience, and specialized knowledge to help clients with practical financial guidance.”
Orser Neuhaus Team
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Please note that only Echelon Wealth Partners is a member of CIPF and regulated by IIROC; Chevron Wealth Preservation Inc. is not. ** 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.