Take control of
your financial path.
Personalized plan aimed at building the client’s assets, to meet their needs and goals for the future.
Excellent Customer Services
Providing on-going service and support, through regular review and evaluation of your investment plan.
Innovative Investment Ideas
Through the use of varied investment products and a sound understanding of each client’s needs
Personalized Plans
I create a personalized plan aimed at building the client’s assets, to meet their needs and goals for the future.
Shirley McDonald
Mutual Fund Investment Provider
As a Mutual Fund Investment Provider, with over 20 years of investment experience, I’m truly committed to assisting my clients to reach their individual goals. I offer my clients, excellent customer service, innovative investment ideas, and products.
Are you prepared
financially for retirement?
I can help you reach your retirement goals and help you take control of your financial path in life. Through a process of examining your current investment position, goal clarification
and developing a plan of action.
Tax Free
Savings Account
There’s never been a better way to save for your future.
Our Services
At Equity Associates Inc. we offer independent, forward-thinking, life planning guidance, with exceptional client services and attention to detail. Our services and products encompass all areas of the investment savings process.
- Retirement Planning
- Asset Allocation
- Income Programs
- Tax Free Savings Accounts
- First Home Savings Accounts
- Investment Strategies
Disclaimer : All mutual funds are provided through our dealership, Equity Associates Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Investment Process
Process
We sit down with you personally in order to understand your individual needs. Create investment solutions and seek out investment opportunities, based on your individual needs. Recommend investments that match both your needs and your risk tolerance. Regularly monitor the performance of your investment portfolio. Keep you informed of any new product offerings or opportunities.
