EQUITY ASSOCIATES - Key Persons

Job Titles:

• Fund Investment Specialist

As a Mutual Fund Investment Specialist, I offer my clients, excellent customer services, 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 tax along the way.