Upscale Boutique
Mutual Fund Services
THE FUTURE OF INDEPENDENT
FINANCIAL ADVISORY PRACTICES
Contractual Guarantee of Independence
At Equity Associates Inc., we believe that exceptional Financial Advisors achieve the greatest results when they control their own destiny.
Control Your Own Investments
We understand that the financial industry can be complex and overwhelming.
Take Ownership of Your Success
Equity Associates Inc. is a boutique style mutual fund dealership with operations across Canada catering to the highly successful Financial Advisor. Established in 2003, Equity Associates Inc. now has over 150 Advisors with $2.5 billion in assets under administration.
5 Essentials for Building a Saleable Business
Successful Advisors have worked hard for many years to establish relationships with hundreds of clients. Isn’t it bizarre that some Advisors sit idly by and watch the custody of these clients get transferred to the dealer?