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Clients & Community

WE PROVIDE ASSET MANAGEMENT SOLUTIONS

People Like You

Our clients are busy professionals, executives and business owners. We help them build and protect their wealth, so they can live their best life.

Every Life Stage

Whether you are just starting in your career, enjoying your professional peak or looking forward to retirement, we’re here for you.

Long-Term

Many of our clients have been with us for years. We will guide and support you as your priorities change over time.

Make Yourself a Priority

Is it time for a fresh start? Clients come to us for many reasons. Many are referred by an existing client or one of our network of financial, tax and legal professionals. Sometimes it’s the next generation in a client family.

Opening a new account or transferring an existing account is a straightforward process. There are no fees involved, and our client service professionals will ensure a seamless process. Whether you are a novice investor or an experienced trader, we’ll ensure your satisfaction.

Referrals85%
Portfolio Management100%
Retirement Planning90%
Company Account60%

Corporate Social Responsibility

Clients

Mount Equity Group clients are at the center of everything we do. Our clients are the key focus as we strive to improve year after year. We invest regularly in technology to ensure that our services and investment solutions are a seamless fit. As our client base grows, we also invest in support staff to ensure all clients receive the highest standards of investment management and service.

Community

As part of the greater investment community, we expect the highest level of ethics and professionalism. And as part of the global community, we strongly believe in giving back. We support a wide variety of non-profit organizations and encourage all members of our team to spend time every year in volunteering and mentorship capacities. Employees learn empathy which translates to better client care.

Employees

At Mount Equity Group, we continually strive to create an environment where everyone can fulfill their potential. We prioritize ongoing education, support employee health and wellbeing, and facilitate people’s ability to work flexibly. We value everyone as an individual, encourage contribution, and have a diverse and inclusive workforce. In doing so, our employees best represent our global clientele and our community.

What’s My First Step?

The best place to start is the beginning. Call or email us and arrange to speak with an M.E.G. advisor. Together, we’ll review your holdings and situation and decide how we can help you, without obligation.