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  1. Changes to the Compensation Inquiry section on EquiNet The Compensation Inquiry Section from EquiNet is only available on Microsoft Edge. Please follow the instructions below:

    1. Open Microsoft Edge, click on the three dots in the top right corner and select ‘Settings’.
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    2. In the Settings menu, locate ‘Default browser’ and click on ‘Add’ in Internet Explorer mode pages.
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    3. Enter the URL https://advisor.equitable.ca/advisor/compensationinquiry and click on ‘Add’.
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    4. Login into EquiNet using Microsoft Edge and you will be able to access ‘Compensation Inquiry’.

    This configuration expires in 30 days, if you want to continue accessing ‘Compensation Inquiry’ after 30 days, you will need to redo the steps above.

    If you encounter problems configuring, call our support line at 1.800.722.6615 ext. 8888
  2. Equitable awarded FundGrade A Fundata recognizes Equitable with Fundata FundGrade A® awards in August and September. The recognized funds are: These funds are part of Equitable’s Pivotal Select™ fund lineup. The FundGrade rating system is a great tool for identifying top-performing funds.

    Mark Schmehl, the portfolio manager of the Fidelity Global Innovators Fund recently joined us for a webcast. If you missed the live webcast, you can watch it on-demand.

    Want to learn more? Contact your Director, Investment Sales today.

    FundGrade A® is used with permission from Fundata Canada Inc., all rights reserved.
    ® and ™ denote registered trademarks of The Equitable Life Insurance Company of Canada.

    Date posted: October 29, 2024
     
  3. About
  4. [pdf] Daily/Guaranteed Interest Account Application - TFSA
  5. Ride the same-day service wave with Equitable Life


    Sit back and relax – we’ve got your deposits covered. Make setting up one-time or recurring deposits flow like water with EZtransact™ - only from Equitable Life®.

    Learn more

  6. [pdf] Equitable's Competitive Advantage
  7. Continuing Education
  8. [pdf] Daily/Guaranteed Interest Account Application - FHSA
  9. Join us for an Equitable Master Class webcast featuring Rob Kochel from Invesco

    Equitable® Master Class webcasts offer compelling topics and unique ideas from leading experts to help you manage and grow your business. 
     
    Losing a top client is never a pleasant experience because it makes it difficult to maintain current production levels and grow organically.
     

    • •   72.2% of financial professionals lose a top client each year1

    • •   61.3% of those financial professionals were “surprised”1

     

    Join us for our Master Class webcast featuring Rob Kochel to discover how it’s surprisingly simple to manage clients. Contrary to most client retention models that are intensive and time consuming, the Golden Hour model aims to deliver maximum benefit at a truly implementable level.
     

    Learn more

    Shannon Labby
    Vice-President, National Investment Sales
    Equitable

    Rob Kochel,
    Director
    Invesco Global Consulting

    Date posted: March 27, 2024

     
    Continuing Education Credits 
    To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only. 
    1Source: Study of 405 financial professionals, as conducted by R.A. Prince & Associates, Inc., under a proprietary contract of Invesco Global Consulting during the second half of 2015. Used with permission.

    ™ and ® denote trademarks of The Equitable Life Insurance Company of Canada.
     
  10. Take advantage of our online services today!