Advisor Profile
Shirley McDonald | Mutual Fund Investment Provider
As a Mutual Fund Investment Provider, I offer my clients, excellent customer service, and innovative investment ideas and products. Through the use of varied investment products and a sound understanding of each client’s needs, I create a personalized plan aimed at building the client’s assets, to meet their needs and goals for the future.
My mandate is first and foremost to protect and enhance my client’s assets base. My approach is to understand my client’s investment objectives, tax situation, and most importantly: their risk tolerance.
Then, I effectively tailor an investment portfolio of mutual funds specifically designed to help prepare for the future and reduce taxes along the way.
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
- First Home Savings Accounts
- Tax Free 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.
Our Firm
Overview
Equity Associates Inc. offers independent investment advice to individuals and corporations, by actively managing their investment assets, to build wealth for the future.
Equity Associates Inc. advisors operate as partners, under the Mutual Fund Dealership of “Equity Associates Incorporated.”
Equity Associates Inc. is an Ontario Corporation operating as a Mutual Fund and Limited Market Dealership. Equity Associates is a member of the Mutual Fund Dealers Association.
There are over forty Equity Associates Partners throughout Ontario, and collectively they administer close to one billion of assets for their clients.
At Equity Associates Inc. our mandate is to provide independent, customized solutions to meet the individual needs of each of our clients.
Key Strengths
Ability to 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.
Providing on-going service and support, through regular review and evaluation of your investment plan. Actively managing existing assets to capture profits, reduce risk and seek out new opportunities as they arise.
Expertise and experience are essential factors in the development of a successful investment savings plan. With fifteen years of investment experience, I’m truly committed to assisting my client’s to reach their individual goals.
An independent investment platform allows me to shop the entire market for the best possible savings and tax solutions available, without any compromise.
Success
Success is achieved by developing a strong, caring relationship with each and every client. By focusing on the individual’s specific situation and implementing a tailored plan to meet their goals, we can meet the challenges for the future together.
Integrity and dependability are the foundations of my commitment to my Equity Associates Inc. clients. Building strong, long-term relationships focused on service and advice leads to success in growing my client’s wealth and meeting their goals.
Satisfied clients bring success to my business as well, with their much-appreciated referrals to others seeking investment strategies that will prepare them for an enjoyable retirement.