Meet Our Management Team

Robert M. Goodish

CEO-Chairman

Read Bob's Profile

Bob began his financial industry career working as a stockbroker in Toronto in 1986. After the market crash in 1987, he became a wholesaler for Spectrum mutual funds and helped grow the company from $110 million to over a billion in seven years.

In 1995 Bob founded FundEX Investments a mutual fund dealership in Toronto and pioneered the “flat fee” concept in Canada. He was President and managed FundEX for seven years.

Bob retained the key advantages of a flat fee firm and strengthened the independent aspect in the flat fee model when he created Equity Associates in 2003. Today, backed by an accomplished management team, he leads a firm of more than 200 Advisors with over $2 billion in AUA in five provinces.

 

Jeff Lee

Senior Manager of Information Technology

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Jeff Lee has been a part of the Equity Associates team since 2006 and has worked in the Mutual Fund industry for twelve years.  Prior to Equity Associates Jeff worked for FundEX Investments Inc. As Manager of Information Technology Jeff specialized in Software and PC Support, DBA Administrator, Server Maintenance and Data Integrity.

Here at Equity Associates, Jeff Lee is our Senior Manager of Information Technology and specializes in Software and PC Support, DBA Administrator, Server Maintenance and Data Integrity.

In Jeff’s spare time he enjoys all things out-doors including; fishing and target rifle shooting. Jeff  Lee is a dedicated community member, donating his time and resources to Rainbow Daycare where he acts as a Board Director – Treasurer.

Niki Caraballo

Assistant Vice President of Settlements

Read Niki's Profile

Niki Caraballo is a dedicated member of our management team, joining us over two years ago. As Assistant Vice President of Settlements, Niki brings a strong knowledge of the Mutual Fund industry. Niki specializes in Partner Relations, Commissions and Trading.

Niki has been in the Mutual Fund industry for ten years and holds a Bachelor of Science (B.Sc) in Business Management from the University of the West Indies. Prior to Equity Associates, Niki worked for IPC Investment Corporation as a Supervisor of Commissions.

In her spare time Niki enjoys spending time with her friends and family. She is also an avid traveller, favouring tropical destinations.

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