Chevron Wealth Preservation is home to life-licensed advisors who are experts in delivering comprehensive wealth planning. Following an extensive review of your current personal and financial situation, our experienced advisors can provide you with the right solutions to meet your personal and financial goals. Our advisors can design a risk management plan that takes into consideration your retirement, tax and estate planning needs.

Who We Are

Chevron Wealth Preservation is an affiliate of Echelon Wealth Partners and is the national life insurance solutions and services distribution channel providing clients with access to best in class Canadian life insurance services. Chevron Wealth Preservation currently operates in British Columbia, Alberta, Ontario and Quebec.

Our Products

We have strategic partnerships with the most reputable and stable insurance companies in Canada.  Our insurance platform enables our agents to provide clients with various insurance products and services from well-established Canadian Life insurance companies. The products available through the platform are Term insurance, Permanent or Whole Life insurance, Universal Life insurance, Critical Illness, Disability and Long Term Care insurance, Annuities and Segregated funds products. In addition to these products and services, we are able to provide business owners with Group insurance products.