Andy Macdonald

Equate Asset Management Inc is an independent investment firm located in Toronto, Ontario. Specializing in portfolio construction, the company emphasizes the use of quantitative strategies to enhance investment performance while mitigating risks. Whether clients are focused on wealth accumulation, retirement planning, or institutional investments, Equate Asset Management offers tailored investment solutions to meet their unique needs. With a meticulous approach akin to that of an architect, the company delves deep into understanding clients' requirements. Like skilled engineers, they craft custom strategies based on this comprehensive understanding. Finally, like diligent contractors, Equate Asset Management executes the plan, ensuring discipline and precision throughout the investment process. Generated from the website content

Becoming Referable is a podcast dedicated to helping financial advisors enhance their referral strategies and drive growth through actionable insights. With 129 episodes, hosts Julie Littlechild and Stephen Wershing, both recognized leaders in client engagement and referral marketing, share their expertise alongside industry guests. Julie Littlechild, Founder and CEO of Absolute Engagement, focuses on leveraging client feedback to improve engagement, while Stephen Wershing, President of the Client Driven Practice, specializes in gathering qualitative insights from clients. Together, they aim to empower advisors to identify and capitalize on untapped referral opportunities. Generated from the website