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EQUITYASSOCIATES.CA

Control your future…

Control your future…. Why Partner with Us? Take Ownership of Your Success. Equity Associates Inc. is a boutique style mutual fund dealership operating in British Columbia, Alberta, Manitoba, Ontario, Quebec, New Brunswick, Nova Scotia and Prince Edward Island which caters to the Exceptional Financial Advisor. Contractual Guarantee of Unwavering Independence. Five Essentials for Building a Saleable Business. Strategies for making your business more valuable. Follow us on Facebook.

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Control your future… | equityassociates.ca Reviews
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Control your future…. Why Partner with Us? Take Ownership of Your Success. Equity Associates Inc. is a boutique style mutual fund dealership operating in British Columbia, Alberta, Manitoba, Ontario, Quebec, New Brunswick, Nova Scotia and Prince Edward Island which caters to the Exceptional Financial Advisor. Contractual Guarantee of Unwavering Independence. Five Essentials for Building a Saleable Business. Strategies for making your business more valuable. Follow us on Facebook.
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2 ceo welcome
3 5 essentials
4 our story
5 firm history
6 our difference
7 management team
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10 transition process
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Control your future… | equityassociates.ca Reviews

https://equityassociates.ca

Control your future…. Why Partner with Us? Take Ownership of Your Success. Equity Associates Inc. is a boutique style mutual fund dealership operating in British Columbia, Alberta, Manitoba, Ontario, Quebec, New Brunswick, Nova Scotia and Prince Edward Island which caters to the Exceptional Financial Advisor. Contractual Guarantee of Unwavering Independence. Five Essentials for Building a Saleable Business. Strategies for making your business more valuable. Follow us on Facebook.

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1

Why Partner with Us? | Control your future…

http://equityassociates.ca/investment-clients/investment-solutions

Control your future…. Why Partner with Us? Why Partner with an Equity Associates Advisor? In order to join Equity Associates Inc., advisors must have an established book of business and a professional reputation within the community. Equity Associates Inc. is a privately owned mutual fund dealer independent of any bank or mutual fund company ownership. Ability to purchase funds from a breadth of suppliers in various load options (Front-End Load, Low-Load, Deferred Sales Charge). In 2010 and 2011,.

2

Compliance Philosophy | Control your future…

http://equityassociates.ca/core-offerings/compliance-philosophy

Control your future…. Why Partner with Us? We strive to promote a culture of compliance that harmonizes with the Partners’ business and builds customer trust. Compliance plays a critical role in the mutual fund industry. A successful culture of compliance is achieved when the Partners have a compliant practice that builds client trust and reduces risk exposure. It is our objective to continue to foster such a culture in order to conduct business in a way that is ethical and transparent. Equity Associates...

3

Corporate Events | Control your future…

http://equityassociates.ca/core-offerings/corporate-events

Control your future…. Why Partner with Us? Each year, we hold a Partners Meeting where in a more formalized setting we receive input and feedback on all aspects of the business. The Partners Meeting is an annual event created for all Partners. This event allows Partners to have an opportunity to contribute to the growth of their company, to network and socialize with new and existing Partners. The meeting is not just open to our Partners, but to each Representative, office staff and also spouses.

4

Partner with Us | Control your future…

http://equityassociates.ca/partner-with-us

Control your future…. Why Partner with Us? AON Risk Management Errors and Omissions Webinar Series. 8220;Equity Associates Presents” Webinar Series. Follow us on Facebook. Connect with Equity and Associates Inc.

5

Account Types | Control your future…

http://equityassociates.ca/investment-clients/account-types

Control your future…. Why Partner with Us? Registered Retirement Savings Plan (RRSP). Registered Retirement Income Fund (RRIF). RRIF is a fund that is established when an individual transfers an RRSP or RPP the year the annuitant turns 71 years of age. Once the RRIF is established, no more contributions can be made into the plan; however the annuitant can change the investments held within the RRIF. RRIFs require the annuitant to redeem a set minimum amount annually. Tax Free Savings Account (TFSA).

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LINKS TO THIS WEBSITE

snipperfinancialplanning.com snipperfinancialplanning.com

.: Snipper Financial Planning - Miscellaneous Information :.

http://www.snipperfinancialplanning.com/testimonials.shtml

Mutual Funds provided through. Click to find out more about Equity. What Our Clients Are Saying. Heather Snipper has been my financial advisor since early in 2003 and has been doing a great job for me. Anyone can make money in good times (and she has), but what has been reassuring for me is that in bad times, as at present, my investments have been holding steady compared to market and even inching up. With the larger firms, I felt my investments would have been cookie-cuttered and, based on experience, ...

snipperfinancialplanning.com snipperfinancialplanning.com

.: Snipper Financial Planning :.

http://www.snipperfinancialplanning.com/index.shtml

Mutual Funds provided through. Click to find out more about Equity. Do you hear people around you talking about their financial successes? Do you wish you could feel the comfort of knowing a financial planner is working with you to achieve financial freedom? Would you like to see how easy it is to get involved in the financial planning process? The key to your financial future. Planning For Your Financial Future!

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.: Snipper Financial Planning - Who We Are:.

http://www.snipper.ca/who.shtml

Mutual Funds provided through. Click to find out more about Equity. Heather Snipper has been a financial planner for over 25 years. Initially employed by a large financial planning firm, she started her own company, SNIPPER financial planning. Ms Snipper received her Certified Financial Planner (CFP) (formerly the Chartered Financial Planner) designation in 1985 (this is an academic title) and her Registered Financial Planner (R.F.P.) designation (which is a professional title) in 1987.

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.: Snipper Financial Planning - Miscellaneous Information :.

http://www.snipper.ca/testimonials.shtml

Mutual Funds provided through. Click to find out more about Equity. What Our Clients Are Saying. Heather Snipper has been my financial advisor since early in 2003 and has been doing a great job for me. Anyone can make money in good times (and she has), but what has been reassuring for me is that in bad times, as at present, my investments have been holding steady compared to market and even inching up. With the larger firms, I felt my investments would have been cookie-cuttered and, based on experience, ...

snipper.ca snipper.ca

.: Snipper Financial Planning - Our Services :.

http://www.snipper.ca/services.shtml

Mutual Funds provided through. Click to find out more about Equity. Clients of SNIPPER financial planning. Can expect to receive the following services:–. Access to financial planning services such as:–. Access to financial instruments such as:. Registered Retirement Savings Plans (RRSPs). Registered Retirement Income Funds (RRIFs). Registered Education Savings Plans (RESPs). Guaranteed Investment Certificates (GICs). Access to Other Professionals. Reviews of Financial Plan and/or Investments.

snipperfinancialplanning.com snipperfinancialplanning.com

.: Snipper Financial Planning - Our Services :.

http://www.snipperfinancialplanning.com/services.shtml

Mutual Funds provided through. Click to find out more about Equity. Clients of SNIPPER financial planning. Can expect to receive the following services:–. Access to financial planning services such as:–. Access to financial instruments such as:. Registered Retirement Savings Plans (RRSPs). Registered Retirement Income Funds (RRIFs). Registered Education Savings Plans (RESPs). Guaranteed Investment Certificates (GICs). Access to Other Professionals. Reviews of Financial Plan and/or Investments.

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Products-Global Growth Asset Inc.

http://www.globalmaxfinbc.com/products.html

Global Growth Assets Inc. is the Investment Fund Manager (IFM) for 2 scholarship plans:. The Legacy Education Savings Plan (LESP)*. Is a plan designed for clients looking to maximize their education savings investment and who prefer a structured, disciplined approach to investing and saving. The Advanced Education Savings Plan (AESP). If you have any questions about our products please contact one of our Dealing Representatives. LESP and AESP are sponsored by the Global Educational Trust Foundation.

equityassociatesoshawa.wordpress.com equityassociatesoshawa.wordpress.com

“The Pension Experts” | Equity Associates Inc. (Oshawa)

https://equityassociatesoshawa.wordpress.com/referral-program

Equity Associates Inc. (Oshawa). 8220;The Pension Experts”. 8220;The Pension Experts”. Seminars are available for Estate and Tax Planning. Partnering with Michael Matthew, CPA, CA. Looking for guaranteed Income for life? We have a product that will guarantee you a 5% return to age 65. Then it will continue to guarantee you Income for LIFE. A great product for. RRSP’s, RRIF’s, TFSA’s. Give yourself the retierment income that you deserve. Optional joint benifits are available. From your CPP and OAS. Youtub...

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Prestige Financial - Home

http://www.prestigefs.com/home.html

I help successful families grow and preserve their money with results based strategies for today's markets. My name is Marc J. Cormier, President and Owner of “Prestige Financial Services Inc”. I've been in the financial services industry since February, 1998 and I became Mutual Fund Licensed in Sept 1999. I started my career with Metropolitain Life. Over the next eight years, through a variety of sales and changes, I was with The Mutual Group, then Clarica, which was then sold to SunLife Financial.

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Control your future…

Control your future…. Why Partner with Us? Take Ownership of Your Success. Equity Associates Inc. is a boutique style mutual fund dealership operating in British Columbia, Alberta, Manitoba, Ontario, Quebec, New Brunswick, Nova Scotia and Prince Edward Island which caters to the Exceptional Financial Advisor. Contractual Guarantee of Unwavering Independence. Five Essentials for Building a Saleable Business. Strategies for making your business more valuable. Follow us on Facebook.

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Equity Associates Inc. (Oshawa) | Helping people that are serious about their money achieve their goals and Live their Dreams.

Equity Associates Inc. (Oshawa). 8220;The Pension Experts”. December 15, 2011 · 3:01 pm. Mike is a knowledgeable independent Financial Consultant and has a CPCA and CEA designation. He has been licensed in the Wealth Management business as an Investment and Pension Expert with over 25 years of experience. In essence, Mike’s mission is to determine the goals and objectives of his clients and then set a clear personalized financial plan to achieve and navigate those goals on an ongoing basis. Thank-you Mik...

equityassociatessudbury.com equityassociatessudbury.com

Equity Associates Sudbury - Equity Associates Sudbury

Welcome to Equity Associates Sudbury. We hope you will find our website informative and user friendly. When you select one of the sites in the "Links" section you can travel to various sources of data, such as Government of Canada securities programs, Government of Ontario, The Fund Library, and Globefund. If you want an in-depth commentary on a topic or simply the answer to a question, you can find our information in the Contact Us section.

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3rd floor Andrag Building. Cell: 082 878 6048. Email: info@equityassurance.co.za. WHEN WILL THE RECOVERY START?

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