Invested in progress, Driven by possibility
We’re driven by a vision to empower Canadians to invest in their future with the same dedication they bring to every other part of life. Together, we’re building a world that’s more connected, more confident — and more invested.
Take Ownership of Your Future
Are you an experienced advisor who values results and meaningful client relationships?
Do you aspire to help clients achieve financial independence while delivering an exceptional wealth management experience?
At Equivan, we partner with advisors who meet high standards of excellence and integrity. If you’re entrepreneurial and ready to run your practice independently as an equity partner, we want to hear from you.
Our approach is rooted in offering objective, independent advice with a steadfast commitment to true wealth management. We deliver integrated strategies that combine risk-managed portfolio construction, income and tax planning, estate and trust solutions—all designed to preserve wealth and optimize outcomes.
Want to explore if Equivan Wealth is the right fit for you and your clients? Get in touch with us.
Equivan Monthly Income Trust (EMIMT) Performance:
Some Feedback
What Our Clients Say
Happy Clients
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“I’m very happy with my investment and I think I will keep investing with the company” – L Zhang, CA, Equivan Investor
“It’s very practical, it’s very direct, easy to understand, and questions are always welcome” -P Sorrell, Equivan Investor
“I love the companies investment philosophy and the way the company treats the investors, the investors are number one” -Shirley Shannon, CA, Equivan Investor
Commissions, trailing commissions, management fees, and expenses may all be associated with investment funds. Please review the prospectus carefully before investing. Investment funds are not guaranteed, their values fluctuate frequently, and past performance may not be indicative of future results.
The information on this webpage—including any facts, opinions, views, recommendations, or references to products or securities—is provided for informational purposes only. It should not be considered investment advice, an offer to sell, a solicitation to buy, or an endorsement of any company or security mentioned. While every effort has been made to ensure the information is accurate and complete, no responsibility is accepted for any reliance placed on it.