Help clients navigate the tax landscape across investment types with Equitable
With tax time in full swing, you’re invited to a helpful webcast that will explain how different investment types are taxed. This will give you simple language you can use to build clearer conversations with clients.
This session will help you explain the key differences between:
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: March 18, 2026
This session will help you explain the key differences between:
• Registered plans (which shelter or defer tax):
• RRSP: Contributions offset taxable income. Taxes are deferred until withdrawals are made.
• RRIF/LIF: All withdrawals are taxable.
• FHSA: Contributions, withdrawals, and transfers appear on T4FHSA/Relevé 32.
• TFSA: Helps your investments grow tax-free.
• Non‑registered plans (which are taxed yearly):
• Income is taxed each year (not deferred).
• Reporting usually comes through T3 or T5 slips.
• Income is taxed each year (not deferred).
• Reporting usually comes through T3 or T5 slips.
Date: Wednesday, March 25, 2026
Time: 2:00 p.m. ET | 11:00 a.m. PT
Duration: 1 hour
Host: Taylor Tatay, Director, Investment Sales
Guest Speaker: Chris Petroff, Individual Wealth Product Strategy Manager
Secure your spot and register today!
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: March 18, 2026