Business Details
10 Years
experience
Your Trusted Partner for Customized Investment Solutions
We are an independent investment firm dedicated to portfolio construction and wealth management. Founded in 2016, our team brings decades of combined experience in quantitative research, data analysis, and institutional investment strategies. Our approach combines architectural precision in framework development, engineering expertise in strategy implementation, and disciplined execution in portfolio management. We operate with complete independence, offering fee-for-service models that eliminate conflicts of interest while maintaining objectivity in asset allocation. Our adaptive methodology tailors solutions to individual client needs while proactively adjusting to market dynamics.With a relentless focus on risk management, we employ rigorous analytical frameworks to identify and mitigate both volatility and capital loss risks. We serve individual investors, institutional clients, and retirement plan sponsors across Canada, registered as portfolio managers with Provincial Securities Regulators. Our retirement savings programs address critical gaps in group retirement plans through professional management and diversified investment strategies. We maintain transparency in operations, regulatory compliance, and client communication while delivering superior risk-adjusted returns through our proprietary investment processes.
Services
Portfolio Construction
Retirement Savings Programs
Investment Management
Risk Management
Retirement Planning
Details
- Year established: 2016
Highlights and features
- We offer fee-for-service models that eliminate conflicts of interest
- Our team has decades of experience in quantitative investment research
- We implement proprietary risk management frameworks for capital protection
- Our adaptive strategies adjust to market dynamics while maintaining discipline
- We provide specialized retirement savings programs with professional oversight
Services
Portfolio Construction
Our portfolio construction service creates customized investment frameworks through systematic analysis. We combine architectural planning with engineering precision to develop diversified portfolios that align with individual financial goals. Our disciplined approach ensures consistent implementation of strategies while maintaining risk-adjusted returns across market cycles.
Retirement Savings Programs
We design professional retirement savings programs that address critical gaps in group retirement plans. Our solutions provide better investment returns through diversified strategies managed by experienced professionals. We include comprehensive governance support and regulatory compliance for plan sponsors while improving member outcomes through expert management.
Investment Management
Our investment management service combines quantitative analysis with adaptive strategies to optimize portfolio performance. We employ rules-based methodologies while maintaining flexibility to capitalize on market opportunities. Our approach focuses on identifying key performance drivers and managing risks across different market environments to deliver superior risk-adjusted returns for clients.
Risk Management
We implement comprehensive risk management frameworks to identify and mitigate investment risks. Our multi-dimensional approach combines stress-tested models with real-time adjustments to protect client capital. We focus on both volatility management and preventing permanent capital loss through rigorous analytical processes developed over decades of market experience.
Retirement Planning
Our retirement planning service addresses the challenges of self-directed retirement investments through professional management. We solve common issues like investment choice overload and emotional decision-making by providing diversified solutions that mirror large pension fund strategies. Our approach helps individuals achieve better growth while maintaining professional oversight throughout their retirement journey.
Questions
What investment approach does Equate Asset Management use?
We use a quantitative-driven approach combining architectural planning, engineering precision, and disciplined execution to create optimized portfolios with a focus on risk-adjusted returns.
How does your retirement savings program benefit employees?
Our program provides professional management of retirement savings, addressing common issues like investment choice overload and emotional decision-making through diversified strategies similar to large pension funds.
What risk management strategies do you employ?
We use multi-dimensional risk frameworks developed through decades of experience, focusing on both volatility management and capital preservation through rigorous analytical processes.
How are your investment decisions made?
Our decisions are based on quantitative analysis and proprietary research, maintaining independence from benchmark constraints to capitalize on undervalued opportunities across market sectors.
What services do you offer for institutional investors?
We provide customized portfolio solutions for institutions with a focus on professional management, diversified strategies, and comprehensive governance support for retirement savings programs.
