BUILDING  BETTER  PORTFOLIOS

eQuaTe is an independent investment firm that specializes in portfolio construction. We understand the difficult trade-offs that must be made between risk and return, and work closely with our clients to achieve the optimal balance of maximizing growth to meet long-term investment objectives while minimizing risk to preserve wealth.

The process of building investment solutions starts with a discussion with our clients, asking them the right questions to understand their goals. We take a team approach to the portfolio construction process: we act as architect to create the investment framework and design; as engineer to apply the proper science and math; and as contractor to pull these elements together into the finished product.

We apply this process methodically, and have a clear mission to do it right. Our goal is to meet our clients’ high expectations for strong and consistent returns, while having safeguards in place to manage volatility and downside risk.

Our Firm

We are a data-driven firm that is committed to providing specialized equity strategies.


Our Philosophy

We believe that staying objective and focused is the key to consistent performance.


Our Team

Our people are our greatest resource. We have strategically built an experienced and multi-dimensional team that offers unique strengths and great synergy.

Our Funds

We develop investment solutions across the equity spectrum, each with its own unique approach.

MVP Fund

MOMENTUM, VALUE & PERFORMANCE
•  All-cap Canadian equity
•  Trend following

STEADY Fund

STABLE EARNINGS & DIVIDEND YIELD
•  Mid- to Large-Cap N.A. Equity
•  Low beta and stable EPS & price

GO Fund

GLOBAL OPPORTUNITIES
•  Tactical Portfolio of Global ETFs
•  Diversification and downside protection