Experience
Working For You.

Equity Associates Inc.

Equity Associates Inc. is a member of the Mutual Fund Dealers Association of Canada (MFDA) and the Ontario Securities Commission (OSC).

About Equity Associates

Equity Associates Inc. is a high-end investment fund dealership established in 2003. They are unique in that all financial planners who join Equity Associates become a “Partner” which allows them to collectively have control over any substantial change to the dealership.

This ensures that the dealership maintains its independence and is operated with the best interest of planners and clients in mind rather than in the interest of big business.

The head office is based in Markham, Ontario and will only grow to comprise 250 of the highest caliber independent financial planners in Canada.

The main business premise of Equity Associates Inc. is to provide us and other partner offices with an automated and compliant operation platform. The compliance function is quite in-depth as they ensure that we meet all obligations under the Mutual Fund Dealer Association (MFDA) and other Provincial and Federal Securities regulations. Clients can be confident that their accounts are being administered professionally, ethically, and with the highest regard for industry standards.

Equity Associates Inc. is a member of the Mutual Fund Dealers Association of Canada (MFDA) and the Ontario Securities Commission (OSC). The MFDA and the OSC enhance investor protection and strengthen public confidence by mandating, monitoring and enforcing rules and practices to ensure high standards of conduct by its members.

It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.

Remember, successful people ACT towards the future they want!

Our Clients

Their honesty and customer service is right up there, with the knowledge and recommendations on where investments should be made. When it’s time for a change Tim is always honest with us on where any changes should be made.

Janet McDonald

To me, it is their personalized service. When something happens, you can go in and discuss your options. The whole team knows your plans, listens to your needs, and can help you make adjustments.

Richard Dumoulin

They are very courteous, friendly and find them very professional. They are good at taking care of time sensitive matters and you get a general sense of being taken care of.

Ginny Blair

The fact they take time to discuss with you their knowledge base, they give you all the options then give you their opinion and let YOU make the final decision.

Elisabeth 

Their integrity and 1-on-1 communication skills, always personable. Tim and his team make you feel comfortable no matter how much you are investing.

James

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Together, we'll put the right plan in place and get the process started to helping you reach your goals.

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