Equity Associates Inc.

www.equityassociates.ca

Equity Associates Inc. was founded on one simple principle – exceptional financial advisors achieve great results when they control their own destiny. All financial advisors purchase ownership in the firm and become a Partner. The maximum number of Partners in Equity Associates Inc. is limited to 250. This limit means each partner retains a predictable stake in the enterprise, while ensuring the long-term value of each partner’s equity. Partners receive 100% of all commission earned, and the flat monthly fee won’t increase as business grows. All MFDA and Regulatory fees are charged back at cost. This flat fee model rewards large and established Financial Advisors, creating the foundation for a successful dealership.

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Equity Associates Inc. was founded on one simple principle – exceptional financial advisors achieve great results when they control their own destiny. All financial advisors purchase ownership in the firm and become a Partner. The maximum number of Partners in Equity Associates Inc. is limited to 250. This limit means each partner retains a predictable stake in the enterprise, while ensuring the long-term value of each partner’s equity. Partners receive 100% of all commission earned, and the flat monthly fee won’t increase as business grows. All MFDA and Regulatory fees are charged back at cost. This flat fee model rewards large and established Financial Advisors, creating the foundation for a successful dealership.

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Country

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City (Headquarters)

Markham

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Founded

2003

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Estimated Revenue

$10,000,000 to $50,000,000

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Potential Decision Makers

  • Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Branch Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Branch Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Assistant Vice President , Partner Relations at Equity Associates Inc.

    Email ****** @****.com
    Phone (***) ****-****

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