Take Ownership of Your Success

Equity Associates Inc. is a boutique style mutual fund dealership with operations across Canada catering to the highly successful Financial Advisor. Established in 2003, Equity Associates Inc. now has over 150 Advisors with $2.5 billion in assets under administration.

5 Essentials for Scalable Business

5 Essentials for Building a Saleable Business

Successful Advisors have worked hard for many years to establish relationships with hundreds of clients. Isn’t it bizarre that some Advisors sit idly by and watch the custody of these clients get transferred to the dealer?