We prioritize the financial safety of your assets and family legacy to ensure responsible growth that enables effective wealth, estate and retirement planning.
We believe everybody deserves great financial services and we’ve built a community of clients that rely on our advice.
Being part of one of the most awarded independent financial services firms in Canada has its perks. Echelon Wealth Partners provides our clients a strong platform of services without biased advice.
Our core philosophy is to provide independent financial advice to our clients in a manner that provides a full range of services BEYOND WEALTH, to ensure every person has access to the right financial plan that fits with their life.
We work with each client to determine a disciplined strategy based on independent financial advice best practices, and your preferences and circumstances. Our investment plans are based on client goals, market conditions and client tolerance for risk and activity based on where you are in life.
We are from the community. Our clients are from our community. We focus on services that benefit our community.
Our Ottawa-based wealth management team, part of the venerable independent Canadian-owned and operated Ventum Financial Corp., is client-focused, providing complex investment services in an accessible, easy-to-understand format to our community of investors.
Breaking into the investment industry in 1992 with Midland Walwyn Inc, Shelly Lairar became immersed in the world of investment as a sales assistant for 21 investment advisors. She continued her journey working as an investment advisor with Merrill Lynch & Co and BMO Nesbitt Burns Inc. before striking out on her own with partner Tom Gougeon in 2012 and joining Echelon Wealth Partners, now Ventum Financial, in 2016.
The standard of living in Ottawa is ranked one of the highest in Canada and the world. Our vibrant city boasts beautiful architecture, a bustling downtown core, and a diverse range of vibrant neighbourhoods. This is our community. We support our community.
Our team is an experienced group of investment professionals and risk management experts. We are a team of two senior advisor partners with with assistants in our Ottawa office. We provide customized service to over 100 families from high net worth, retired, young families and young professionals. We believe that everyone in our community deserves to receive the best financial advice, no matter their portfolio size.
Photo of Shelly Lairar by Dave Chan
Shelly and Tom are active community leaders giving their time to causes important to their hearts. Shelly has been an Arnprior Volunteer Firefighter and spent five years on the Arnprior Regional Health Foundation Board.
Tom has a long history of supporting and volunteering his time in support of mental health initiatives. He served on the Board of Directors for Operation of Come Home for many years.
In its essence our core principle of Beyond Wealth, is not only our service promise to our clients but a philosophy of how to inform and educate our community on all aspects of financial intelligence. Our Beyond Wealth resources include what we find is the very best blogs, articles, research, case studies, videos and other content that can inform and educate our clients about making smart, socially responsible financial decisions in every part of their life.
Call our office today for a private consultation about your Beyond Wealth needs.
All Rights Reserved | Ottawa Wealth Management
Please note that only Ventum Financial Corp. is a member of CIPF and regulated by IIROC; Ventum Insurance Services is not. *Insurance Products are provided through Ventum Insurance Services.