Equity Associates

Financial Services, Management, Scientific, and Technical Consulting Services, Services · 51 Employees
Phone Number: partners@equityassociates.ca.com
Email Address: partners@equityassociates.ca.com
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About
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.
Year Founded
2003
Social Media
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Industry
Financial Services, Management, Scientific, and Technical Consulting Services, Services
HQ Location
10761 Woodbine Ave Suite 204 Markham, Ontario L6C 1J3, CA
Keywords
Mutual FundsPartner-Centric StructureExceptional Serviceand StrongExperienced Leadershipmanagement softwaretelephone taginvestment and insurancetransaction processing softwareencompasses investment management
Location
  • 10761 Woodbine Ave Suite 204 Markham, Ontario L6C 1J3, CA

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first + last
andywarhol@equityassociates.ca
first_initial + last
awarhol@equityassociates.ca
first + last_initial
andyw@equityassociates.ca
first
andy@equityassociates.ca
last
warhol@equityassociates.ca
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