Equity Associates
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 51-200 Employees

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Overview

Headquarters

45 Vogell Rd Ste 710, Richmond Hill, Ont...

Phone Number

(405) 826-7963

Revenue

$12.1 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Equity Associates

Equity Associates is a leading independent investment dealership in Canada that focuses on empowering Financial Advisors to achieve success on their own terms. The company offers a range of investment options, including ETFs, mutual funds, and GICs, while providing solid support through attractive compensation, back-office services, and advanced technology solutions. Equity Associates values the independence of its Advisors, allowing them to operate their businesses freely and serve their clients as they see fit. With a commitment to Advisor success, the company is led by a team of industry experts dedicated to fostering a supportive environment for independent-minded Advisors.Explore more
Equity Associates's Social MediaPopular SearchesEquity AssociatesEquity Associates IncEquity Associates LLCEquityassociatesBURTEquity Ontario Associates LPSIC Code 62,621NAICS Code 52,523Show more

Equity Associates Org Chart

PhoneEmail
KN
Canada flag for contact location.

Chief Operating Officer & Chief Compliance Of...

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JB
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President

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MM
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Operations Manager, Platform (Nominee Account...

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AK
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Manager, Compliance & Branch Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Equity Associates

$12.1M
51-200
Private
-
2003
KN
Karl NettenChief Operating Officer & Chief Compliance Officer
$13.8M
11-50
Private
-
1998
OK
Oscar KazokaManaging Director
$7.6M
11-50
Private
$34M
1987
Craig Schleyer, Chief Administrative Officer at Aligned Capital Partners
Craig SchleyerChief Administrative Officer
$5.3M
11-50
Private
-
-
NJ
Noorin JafferAdministrative Associate
$5.3M
11-50
Private
-
1979
CM
Carmen MelfiChief Financial Officer
<$5M
11-50
Private
-
1991
ZL
Zhanhua LiaoAssistant Branch Manager
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Equity Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Equity Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Equity Associates.

Equity Associates Tech Stack

A closer look at the technologies used by Equity Associates

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Frequently Asked Questions Regarding Equity Associates

What is Equity Associates's official website?
Equity Associates's official website is www.equityassociates.ca
What is Equity Associates's Revenue?
Equity Associates's revenue is $12.1 Million
What is Equity Associates's SIC code?
Equity Associates's SIC: 62,621
What is Equity Associates's NAICS code?
Equity Associates's NAICS: 52,523
How many employees does Equity Associates have?
Equity Associates has 51-200 employees
What industry does Equity Associates belong to?
Equity Associates is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Equity Associates competition?
Equity Associates top competitors include: GF Securities, Aligned Capital Partners, Tetrault Wealth Advisory Group, Renaissance Investments
What technology does Equity Associates use?
Some of the popular technologies that Equity Associates uses are: WordPress.org, PHP, Google Universal Analytics, Barracuda Networks
How do I contact Equity Associates?
Equity Associates contact info: Phone number: (405) 826-7963 Website: www.equityassociates.ca
What does Equity Associates do?

Equity Associates is a leading independent investment dealership in Canada that focuses on empowering Financial Advisors to achieve success on their own terms. The company offers a range of investment options, including ETFs, mutual funds, and GICs, while providing solid support through attractive compensation, back-office services, and advanced te... chnology solutions. Equity Associates values the independence of its Advisors, allowing them to operate their businesses freely and serve their clients as they see fit. With a commitment to Advisor success, the company is led by a team of industry experts dedicated to fostering a supportive environment for independent-minded Advisors.Read More

What are Equity Associates social media links?
Equity Associates Linkedin page Equity Associates Twitter page Equity Associates Facebook page
Is Equity Associates a public company?
Equity Associates is private company therefore does not currently have an official ticker symbol
See more information about Equity Associates

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