Founded in 2003, Equity Associates Inc. is one of Canada’s largest independently owned mutual fund dealerships. The company's business model is centered on supporting independent financial advisors by providing them with the necessary regulatory oversight, back-office administration, technology platforms, and business development resources. This allows advisors, such as the affiliated "Ming & Associates," to operate their own practices while meeting industry compliance standards under the Equity Associates Inc. license. The firm's mission is to foster an environment where independent advisors can thrive and provide quality financial planning and investment services to their clients.

Founded in

Canada