Equity Associates Sudbury offers financial planning, insurance products, and investment services to independent financial advisors and their clients. The firm provides life, income replacement, critical illness, long-term care, and mutual fund products, emphasizing personalized advice and market-volatile mutual fund awareness. Established through corporate acquisition, it now operates as a partial ownership partnership under Equity Associates, serving Ontario's Garson region with a focus on advisor support.
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Products & services in Sudbury
Keywords
financial planner
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