Sally Gelpke -- CFP, BA, MEd

Senior Financial Advisor

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The Equity Associates Story

When you choose an Equity Associates advisor you are joining a national success story.

Established in March 2003 in Markham Ontario by Bob Goodish and Dan Clarke, Equity Associates has become one of the fastest growing independent firms in Canada with an annual growth rate of 20%.   Advisors have purchased ownership in the firm, which allows them to have a material status in the company ensuring clients benefit from a wealth of tools and resources.  Equity Associates now supports over 182 advisors who oversee $2.2 billion dollars in assets for 50,000 clients nationwide.

Our core values of integrity, passion and professionalism drive our business.  Its through our all-encompassing approach, which offers a comprehensive and integrated range of services and advice that your Equity Associates advisor can partner with you to tailor a strategy that meets your unique needs and simplifies and enhances your financial well-being.