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72 results for Yuanshuaike Zhang-☆Shuai Yuan is a professor in the Finance, Operations
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Empowering newcomers: Financial basics for a new start in Canada
How are clients adjusting to life in a new country? Join our upcoming Master Class, "Empowering newcomers: Financial basics for a new start in Canada," to learn how to support them in building financial knowledge and confidence.
We will explore how a lack of credit history, unfamiliar Canadian financial systems, and starting over in a new country can affect financial decisions.
Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an engaging conversation with Dr. Aditya Nain — professor, consultant, MoneySense columnist, and acclaimed multi-disciplinary author.
Together, they’ll uncover actionable strategies and fresh perspectives to empower advisors in guiding new Canadians through the complexities of the financial landscape with confidence and care.
Why attend?
• Help clients set financial goals & choose the right Canadian accounts and products.
• Educate clients on tax treatment of investment income.
• Raise awareness about newcomer scams.
Don’t miss this opportunity to deepen and elevate your advisory approach.Learn more
Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full, and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
This webcast is available in English only.
Date posted: September 11, 2025 -
From Discovery to Action: Financial Planning Essentials for Newcomers
Are you ready to deepen your understanding of newcomers’ financial needs? Join our December Master Class, “From Discovery to Action: Financial Planning Essentials for Newcomers,” — the second part of our September Master Class series on the topic of newcomers and learn how to guide new Canadians through their first year in Canada with empathy and expertise.
We will explore strategic, empathetic discovery questions and provide practical tools to help advisors interpret newcomers’ responses in the context of their financial priorities.
Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an engaging conversation in our second session with Dr. Aditya Nain — professor, consultant, MoneySense columnist, and acclaimed multi-disciplinary author.
Together, they will share actionable strategies and new perspectives to help advisors confidently and compassionately guide newcomers through the complexities of financial planning in Canada.
Why attend?- Use empathetic questions to understand newcomers’ needs.
- Map priorities to a simple 12-month financial plan.
- Build tailored plans for banking, credit, insurance, and investments.
Don’t miss this opportunity to deepen and elevate your advisory approach.
Learn more
Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full, and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
This webcast is available in English only. - Useful Links
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Join your Equitable Savings & Retirement Operations team for valuable tips and tricks
You’re invited to our next Equitable® Savings & Retirement Operations webcast, offering compelling topics and unique ideas to help you manage and grow your business.
Join your host, Shannon Labby, Investment Sales Vice President, Equitable, along side Heather Boniface, Director, Client & Partner Operations, Lisa Zidar and Lisa Litt, Product Owners, Savings & Retirement Digital Experience.
Your Equitable Operations team will share:
• Key dates to keep you on track for RRSP & tax season.• Important initiatives within their respective teams.• Overviews of functionality and enhancements for EZcomplete® and EZtransact®• Valuable tips and tricks to ensure your continued success in the field.Learn more
Continuing Education Credits
Continuing Education Credits are not available for this webcast. This webcast is available in English only.
Date posted: October 17, 2024 -
Fabien Jeudy takes over as President and CEO
In March, we announced that Fabien Jeudy was appointed as Equitable Life’s next President and CEO. Jeudy officially took over on July 5th, succeeding Ronald Beettam, who is retiring after 16 years with the company.
Jeudy is a collaborative leader with more than 30 years of experience in the insurance industry, leading actuarial, finance, risk management, distribution, marketing teams and operational teams in the Life & Health Insurance, Wealth Management and Group Benefits markets in Canada, the US, and Asia.
“His proven success developing and managing high-performance teams, building long-term relationships with stakeholders and regulators, growing and innovating the insurance business, and making long-term decisions with the policyholder in mind make him the perfect choice to lead Equitable Life into its next 100 years in business,” said Board Chair Douglas Alexander.
Learn more about our new President and CEO
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Get the Straight Talk on Equitable’s par account performance
Real answers to big questions
At Equitable, we understand how important it is to make confident decisions when dealing with large cases. When you have questions, you need concise, direct insights from leaders and subject matter experts.
Introducing the Straight Talk video series
Today, we are thrilled to share the first episode of Straight Talk. This episode features Mark Arruda, VP of Individual Insurance Pricing and Finance.
Mark talks about how Equitable’s par account is built to perform in all kinds of conditions, with strong governance, disciplined risk management, and prudent capital practices that ensure stability even when large life insurance claims are paid out.
Watch Straight Talk for straight answers to the questions that matter most.
Contact your Equitable Wholesaler to learn more about Equimax.
- [pdf] Segregated Fund Semi-annual Report - June 30, 2025
- [pdf] Segregated Fund Annual Report - December 31, 2025