How we Help
Equity Associates provides the infrastructure and support for independent financial advisors to offer client-centric solutions to their clients.
Achieve Your Goals
Whether you are preparing for a rainy day, your child’s future education or your retirement, it is important to have a clear plan of how you will achieve your goal. Working with a financial professional is helps you understand where you are and what steps are required to realize your dreams. As you work with a financial professional and they understand your unique needs they will tailor a plan and strategy just for you.
This could include utilizing a Registered Retirement Savings Plan (RRSP), a Tax-Free Savings Plan (TFSA), a Registered Disability Savings Plan (RDSP), a Registered Education Savings Plan (RESP), or another suitable type plan. Your advisor will also provide you with investment solutions that are personalized to your distinct circumstances and tolerance for risk. And, your independent advisor will provide you with unbiased choices that are based upon knowledge, experience, and breadth of product offering.