The Independent Financial Planner is the strongest and most important piece in the process of helping Canadians invest for their future. Equity Associates was created and has continued to build out a dealership that caters to the demands of the Independent Financial Planner.
We recognize that it is our Advisors who make us exceptional, each bringing their own unique experience, knowledge and character to our firm. The result is the foundation of strength and expertise upon which our business has thrived since inception.
Over the past fifteen years I have had the opportunity to meet and work with a lot of great Advisors, each with their own story and distinctive views to share. This is what makes Equity Associates different. We understand and listen to your concerns and recognize that working together is the key to our successful business relationship.
As we embark on our fifteenth year, I am honoured to continue on this journey with all of you and excited to begin new relationships.
Whether you are a Financial Planner looking for a new home or an Investment Client looking for information, welcome and thank you for taking the time to visit with us.
For more information on how we give our Advisors a voice, please visit Our Difference.