• Financial Planning Services

Life is full of challenges and opportunities. Planning for your retirement years is an opportunity that will last a lifetime.


We will meet with you to discuss what your needs are at your current stage of life and future goals.


Do you have a young family? Children in university or college? Are you retiring soon or already retired? Self-employed? Do you want to set up estate coverage? Do you need travel insurance? Or, do you want to reduce taxes, maximize your investments, or start a program?


We ask you a lot of questions in order to establish a budget and make appropriate recommendations. It's that simple.

Personal Retirement and Tax Deferral Plans


  • Registered Retirement Saving Plans
  • Non-registered Savings and Investment Plans
  • Mutual Funds
  • RESPs
  • TFSAs
  • IPP (Individual Pension Plans)
  • Labour Sponsored Funds
  • Annuities
  • Registered Retirement Income Funds
  • Life income Funds
Personal Insurance Plans


  • Family Protection
  • Mortgage Redemption
  • Death Expense
  • Estate Preservation
  • Educational Funding
  • Disability Income
  • Critical Illness & Care
  • Long Term Care Plans
  • TFSA (Tax Free Savings Accounts)
  • Personal Health, Dental & Vision
The companies we deal with are registered and properly credentialed. Most carry similar coverage plans but with slight differences. Our role as brokers is to find the plan that will best suit your needs.


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 Abacus Group Corporate Benefits Inc 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.