Equity Associates
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Equity Associates Sudbury is a financial advisory firm based in Greater Sudbury, Ontario. Their website serves as a hub for clients to access a variety of resources, including Government of Canada securities programs, Government of Ontario information, The Fund Library, and Globefund. Clients can view their account statements through Winfund, a secure server, with balances updated daily for accuracy.
The team at Equity Associates Sudbury boasts a wealth of experience, having worked together through various name changes and acquisitions. With a strong foundation established under Balanced Planning Investments, they have evolved into Equity Associates with a focus on maintaining partial ownership. This partnership empowers their independent advisors to better serve their clients, ensuring a personalized and attentive approach to financial planning.
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