1505 Laperriere Ave. Suite 339 Ottawa, ON K1Z 7T1
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Continuous engagement

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Continuous engagement

We continue to meet annually – or more frequently as needed – to ensure that your goals are up-to-date and adjust your financial plan accordingly.

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Disclaimers

Equity Associates Inc is a Mutual Fund and EMD Dealer in selected provinces. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Past performance may not be an indicator of future performance. Individual situations vary and products/strategies may not be suitable for all investors. Individuals should all read Fund Facts or prospectus (or similar) before making an investment and speak to their financial professional to see if an investment is right for them.

The recommendations and opinions expressed herein are those of Engage Financial and do not necessarily reflect those of Equity Associates Inc. They are not specifically endorsed by Equity Associates Inc. Articles on this site are not intended to provide individual financial, legal, tax or investment advice but rather is to be used for information purposes only.

Additional Products & Services Disclosure

All other products or services provided other than mutual funds and Exempt Market products are subjected to your advisor provided that they are duly registered to do so under applicable legislation and the dealer approves such activity to be conducted outside of the dealer. Any activities related to such other occupation are not the business of the dealer and are not the responsibility of the dealer.

1505 Laperriere Ave Suite 339 Ottawa, ON K1Z 7T1
Phone: 613-227-0715
Fax: 613-701-9004
scott.sherman@7913.email

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