2003 - Equity Associates was founded in Markham, Ontario by Bob Goodish and Dan Clarke. These two pioneers have more than 30 years of combined experience in the mutual fund industry.
2003 – Equity Associates received approval for registration from the Ontario Securities Commission and the Mutual Fund Dealership Association to operate a mutual fund dealership and limited market dealership ( now called an Exempt Market Dealership ).
2009 - Equity Associates acquired Atlantic Canada’s largest based mutual fund dealership, Legacy Associates.
2009 - Equity Associates created and launched the Partners Reserve Insurance, an initiative to build a Partner-owned MGA . The company also launched the Reserve Funds, an initiative to build a Partner-owned portfolio management company.
2011 - Equity Associates acquired Canadian First Financial Centers mutual fund dealership based in Ontario.
2013 - Equity Associates created a subsidiary, Investment Management Services, providing our Partners with unique contingency planning options.
As of February 2014 Equity Associates has 200 Advisors managing over $2.6 billion in assets under administration for more than 50,000 clients across Canada.
Over the past 10 years Equity Associates has enjoyed an annual growth rate of 15% in gross revenue.
Over the past 10 years Equity Associates has enjoyed an annual growth rate of 20% in adding new Advisors.
Equity Associates has a dedicated team of head office staff with very little turnover.