Headquarters:

1111 International Blvd, Suite 500, Burlington, ON L7L 6W1

Year founded:

2015

Number of employees:

250+

Phone:

905 635 1381

Email:

investors@equiton.com

Website:

equiton.com

LinkedIn:

linkedin.com/company/equiton-partners

“We prioritise embracing cutting-edge technologies, creative problem solving and continuous improvement to enhance our premium funding solutions and provide exceptional value to our clients”

Brett Bastow, IQumulate Premium FundinG

Jason Roque

CEO and Founder

Helen Hurlbut

President, CFO and Co-founder

Tania Angemi

Vice President, People & Culture

Leadership

Jason Roque is the CEO and founder of Equiton, bringing more than 25 years of experience in real estate finance, development, and investment. He has overseen all stages of the real estate investment lifecycle, including acquisitions, financing, approvals, construction, and operations. Under his leadership, Equiton has earned a reputation for rigorous due diligence, operational excellence, and a client-first approach. Roque’s entrepreneurial vision continues to drive the firm’s growth while maintaining a strong commitment to integrity and investor returns. In 2025, he was named CEO of the Year by Wealth Professional. He holds a BA in Economics from the University of Toronto.

CEO and Founder

Jason Roque

Helen Hurlbut is an award-winning senior executive with more than 30 years of experience across the commercial, industrial, and residential real estate sectors. She has held executive leadership roles at leading real estate investment and development firms. At Equiton, Hurlbut leads strategic and operational planning, financial decision-making, and supports the company’s financial, development and operational growth initiatives. Hurlbut is a CPA and holds an Honours BA in Economics and Business from York University. Her industry recognition includes Enterprising Women of the Year (2025), BPM Elite Women (2024), Women2Watch (2024), and 5-Star Leading Women in Wealth (2022).

President, CFO and Co-founder

Helen Hurlbut

Tania Angemi is a senior HR executive with extensive global experience leading transformational change through innovative people strategies. She specializes in talent acquisition, learning and development, and strategic communications, with a focus on empowering individuals and teams to succeed. At Equiton, Angemi leads forward-thinking talent initiatives that support key business decisions and long-term organizational growth. Her leadership helps foster a dynamic and high-performing workplace culture. She holds a Bachelor of Sociology from McMaster University and a Human Resources Management Diploma from Humber College.

Vice President, People & Culture

Tania Angemi

Braiden Goodchild

Vice President, Capital Formation and Strategic Transactions

Braiden Goodchild has nearly 15 years of experience in real estate capital markets, investment banking, and advisory across North America and Europe. He has advised institutional investors, family offices and global investment platforms on fundraising initiatives, fund structures and strategic acquisitions across multifamily, seniors housing, student housing, industrial, and retail sectors. At Equiton, Goodchild leads institutional capital formation and strategic partnerships with pensions, insurers, family offices, and other sophisticated investors. He holds an MBA from Schulich School of Business and a Bachelor of Commerce in Real Estate from University of Guelph.

Vice President, Capital Formation and Strategic Transactions

Braiden Goodchild

Ryan Donkers

Vice President, Investments

Ryan Donkers is a real estate acquisition professional with 20 years of experience building and leading high-performing investment teams. Known for his strengths in communication, relationship-building, and mentorship, he has developed strong networks across Canada with brokers, principals, and industry professionals for acquisitions, divestitures, and joint ventures. At Equiton, Donkers leads investment sourcing, acquisitions, and pipeline development to drive portfolio growth and value creation. He holds a Bachelor of Business Administration from Wilfrid Laurier University and is a CPA and CA.

Vice President, Investments

Ryan Donkers

Stevens & Associates Lawyers is a leading and trusted employment law firm based in Sydney known for delivering high-quality legal expertise in the area of employment law and industrial relations across Australia, alongside a proven track record of effectively and swiftly resolving a variety of workplace law issues. In the past year, the firm’s growth has been notable. It has: • experienced a 213% growth in the number of client matters, increasing from 149 client matters in the 2022 financial year to 390 client matters in the 2023 financial year • improved its online visibility, leading to over 50 online enquiries each month and a conversion rate of client leads of up to 40% • significantly expanded the breadth and type of matters that it advises on day to day, which has increased the firm’s skillsets, diversity and resilience • expanded its community outreach by collaborating with local Sydney venues for client seminars and continuing active participation in a Sydney small/family business group Stevens & Associates Lawyers has adapted to digital trends by implementing an effective strategy with SEO and web design, resulting in a structural shift that has seen increased representation of employees where the firm previously mainly advised employers. The firm’s recognition as a “Fast Firm” attests to its momentum in the employment law space.

“IQumulate is on a technology journey, and we’re just getting started”

Wayne Tower, IQumulate Premium Funding

Alan Dillabough

Vice President, Development

Jonathan Fleischer

Chief Operating Officer, Equiton Living

Michael Kowalczyk

Vice President, Investment Finance & Asset Management

Michael Barnett (he/him/his)

Executive Vice President, Institutional Distribution, Fidelity Investments Canada

Alan Dillabough is a highly regarded business executive with over 20 years of experience in real estate development and asset management. He is a seasoned professional who has developed several billion dollars’ worth of commercial properties in Canada and is responsible for the leadership of Equiton’s development unit, including the strategic planning, financial returns and execution of its office, retail, residential, and mixed-use development platform. At Equiton, Dillabough also manages and represents the firm throughout the approval and construction processes with various cities, municipalities, government, and other agencies. He holds a Master’s of Urban and Rural Planning from Dalhousie University in Halifax, NS.

Vice President, Development

Alan Dillabough

Jonathan Fleischer brings over 30 years of leadership experience in commercial and multi-residential real estate across North America, Europe, and Africa. He has held senior executive roles overseeing large-scale property and asset management, development, leasing, acquisitions, ESG initiatives, and operational transformation. At Equiton, Jonathan leads strategic and operational execution for Equiton Living across operations, finance, and property management, driving long-term growth and performance. He holds a Bachelor of Commerce in Commercial Law and an Honours Bachelor of Commerce in Property Economics and Finance from the University of the Witwatersrand.

Chief Operating Officer, Equiton Living

Jonathan Fleischer

Michael Kowalczyk is an accomplished financial professional with over 20 years’ experience and expertise in real estate-focused funds and asset portfolios. He has a track record of effectively managing internal and external stakeholder relationships and executing long-term strategic, operational, and financial initiatives. At Equiton, Kowalczyk is responsible for providing timely and high-quality financial analysis, reporting for all aspects of Equiton’s real estate investment funds, driving financial performance, and the execution of asset focused value maximizing strategies. He is a CPA, CA, and has a Bachelor of Arts, Honours Economics and Administration, and a Diploma in Accounting from Wilfrid Laurier University.

Vice President, Investment Finance & Asset Management

Michael Kowalczyk

Michael Barnett is Executive Vice-President of Institutional Distribution at FIC. In this role, he is responsible for growing FIC’s presence in the Canadian institutional market. He is a member of FIC’s Senior Executive Team. Michael joined FIC in 1999 and held a number of senior leadership roles within FIC’s Advisor Distribution business in Canada, culminating in the role of Executive Vice President Advisor Distribution. In 2006, he became Executive Vice President Institutional Distribution, relocating to the US as head of North American sales in 2010, before returning to Canada as head of Fidelity Canada Institutional in 2012. Michael has over 38 years of experience in the investment industry, starting his career in 1987. Michael has a Bachelor of Arts degree in economics from Long Island University.

Executive Vice President, Institutional Distribution, Fidelity Investments Canada

Michael Barnett (he/him/his)

One culmination of these efforts has been the real-world, needs-based IQEdge solution. A one-stop online quoting tool designed for both the Australian and New Zealand markets, IQEdge delivers quotes in under 60 seconds. Plus, the solution offers quote comparison and quote versioning capabilities, enabling users to review vital historical and financial data in a single page view. IQEdge can streamline and automate application processing, underwriting document verification and payment collection, cutting the need for manual labour and minimising processing errors. A digital “self-service” platform, IQEdge, reduces the need for customer and administrative support. Meanwhile, borrowers can access their accounts, make payments and manage their policies independently and through sales and support teams, which are always available for further assistance. “We’ve created a quality platform that simplifies the quoting process yet amplifies the customer experience,” says Gordon. “It’s a real game changer.” IQumulate offers an online digital quoting tool to clients. The best-in-market solution enables IQumulate to tailor funding offerings to brokers that align with their prefered distribution channel.

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What does IQumulate have in mind for the future? “IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur. “Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, with the potential to allow IQumulate to capture a larger market share, whilst continuing to deliver service excellence to clients.” “As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead. “We’re excited for the future and look forward to what’s on the horizon.”

IQumulate invests in education and people, which are vital to attracting new business and talent to the company. “We have long tenures for several of our key staff, including some in leadership positions, and this sound working knowledge of our business, practices and industry provides great insights and a wealth of experience to offer our clients,” says Bastow. “Our new head of sales, Graeme Gordon, formerly manager for New Zealand, joins us in Australia to drive our sales strategy and lead our team to successful outcomes for our clients and our business. We look forward to great things ahead with Graeme as he continues to be active and present in the New Zealand market as well as building sound working relationships and new connections in Australia.” Clients can also expect a lot from working with IQumulate. “Through active engagement with our trusted broker network, IQumulate provides relevant information, education and training content,” says Graeme Gordon, head of sales. “Our clients can expect IQumulate to support their business in several ways, providing an understanding of what premium funding solutions are available and how IQumulate can spread the cost of insurance and help borrowers get the right level of insurance cover to free up their cash flow for other expenses or business growth opportunities. Premium funding is often considered a tool for those who simply cannot afford to pay their premiums in full. While this is certainly a significant driver for many, it is also successfully used by profitable companies who use premium funding to manage their cash flows more wisely or better manage their liquidity.”

Adam Basaldella

Manager – Claims

Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager. As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.

Product Manager

Claire Watson

Commercial Manager

Stephen McMillan

“We build our programs around the whole person, not just the job description”

Diana Godfrey, Fidelity Canada

“By actively investing in our employees and providing them with the tools and opportunities to grow, they’ll build careers instead of résumés”

Diana Godfrey, Fidelity Canada

Ivan Verescuk

Chief Executive Officer and Managing Director

Shaun O’Brien

Head of Underwriting

Emily Walker

Head of Strata and Development

Rex Oakman

Head of Operations and Risk

Sandy Newton

Head of Underwriting

Andrew Mitchell

Manager – NSW

Michael Prokopis

Manager – Southern Region

Pam Chhabra

Manager – Residential Strata

Jeffrey Valdivia

Manager – Commercial Strata

Adam Basaldella

Manager – Claims

Equiton is a leader in the multifamily real estate sector, with a portfolio of more than 4,300 residential units and a growing pipeline of purpose-built rental developments. Supported by a vertically integrated platform, the firm drives performance through in-house capabilities across investment management, asset management, development, construction, and property operations. Its strategies also extend beyond residential into retail, commercial, and real estate debt, strengthening its position across the risk-return spectrum. With over $1.7 billion in assets under management and a development pipeline exceeding 1.7 million square feet (as of February 28, 2026), Equiton collaborates closely with investors and strategic partners across a range of structures, including joint ventures, separately managed accounts, and both closed- and open-ended funds. Equiton’s growth, from a team of three to more than 250 employees, has been driven by a commitment to its people. The firm prioritizes mentorship, continuous learning, and career development, supported by a culture that values well-being, open feedback, and collaboration. Employees are empowered to take ownership of their work, build meaningful careers, and contribute to a company that is growing with intention.

The company’s well-being support is equally ambitious. In 2026, Fidelity increased its mental health coverage to $6,000 a year for full‑time employees (and $3,000 for part‑time), alongside a growing network of Mental Health First Aid-trained managers and volunteers who can connect colleagues with resources quickly and compassionately. Comprehensive women’s and family‑health services, including fertility, maternity, parenting, and menopause support powered by Maven, further underscoring the firm’s commitment to supporting employees through every life stage. Fidelity also understands that flexibility is now a core benefit. Its “dynamic working” hybrid model lets most people blend home and office in a way that works for their role, supported by home‑office funding and a suite of options such as flex hours, part‑time work, and job‑sharing. The same inclusive mindset runs through Fidelity’s DEI work. Five Employee Resource Groups (ERG) enjoy 100 percent executive sponsorship and engage roughly one in five employees in mentoring, development, and community initiatives, helping ensure that the firm’s rich benefits, flexibility, and careers genuinely work for people from all backgrounds: Pride for 2SLGBTQ+ employees Women’s Leadership Group Aspire for members of the Latino and Black community Elevate to enhance Asian cultural awareness Enable to champion accessibility The impact of Fidelity’s employee investments is unmistakable. In its 2025 engagement survey, 95 percent of respondents said they would recommend Fidelity Canada as a great place to work, and 98 percent agreed their role helps customers – a ringing endorsement that the firm’s investment in benefits, pensions, and people is paying off.  

Youtube:

youtube.com/@FidelityCanada