EquiNet Equitable Life's advisor site

Savings & Retirement

Equitable has a wide range of investment options designed to provide short and long-term financial security for clients.

 

Products

Segregated Funds
Retirement Savings Plan (Spousal RSP, LIRA, RIF, LIF)
Guaranteed Interest Account (GIA)
First Home Savings Account (FHSA)
Payout Annuities
Tax-Free Savings Account (TFSA)
Contracts & Information Folders
The Learning Centre

What's New

Savings & Retirements Policy and Procedure updates regarding Electronic Signatures
Savings & Retirements Policy and Procedure updates regarding Electronic Signatures

Jun 13, 2024
All about the changes to the capital gains inclusion rate
All about the changes to the capital gains inclusion rate

May 23, 2024
Equitable Master Class webcast featuring Susan Silma
Equitable Master Class webcast featuring Susan Silma

May 22, 2024
Now is a great time to look at bonds
Now is a great time to look at bonds

May 16, 2024
Clients looking to add a little balance and diversification to their investment mix?
Clients looking to add a little balance and diversification to their investment mix?

May 9, 2024
Is it time to revisit bonds?
Is it time to revisit bonds?

Apr 25, 2024
And the winners of Equitable’s New Year’s Resolution, New Year’s Contribution Contest are…
And the winners of Equitable’s New Year’s Resolution, New Year’s Contribution Contest are…

Apr 24, 2024
EAMG Market Commentary April 2024
EAMG Market Commentary April 2024

Apr 22, 2024
Celebrating our most popular Pivotal Select funds
Celebrating our most popular Pivotal Select funds

Apr 18, 2024
Join us for an Equitable Master Class webcast featuring Rob Kochel from Invesco
Join us for an Equitable Master Class webcast featuring Rob Kochel from Invesco

Mar 27, 2024
And the Equitable FHSA Contests winners are...
And the Equitable FHSA Contests winners are...

Mar 13, 2024
Equitable Life Active Balanced Portfolios – a unique investment opportunity
Equitable Life Active Balanced Portfolios – a unique investment opportunity

Mar 7, 2024
Equitable can help clients this tax season
Equitable can help clients this tax season

Feb 23, 2024
This year’s RSP contribution deadline is February 29, 2024
This year’s RSP contribution deadline is February 29, 2024

Feb 14, 2024
Step Up Your Wealth Sales with Equitable!
Step Up Your Wealth Sales with Equitable!

Feb 7, 2024
Join us for an Equitable Life Master Class webcast featuring Dr. Ryan Murphy, Morningstar
Join us for an Equitable Life Master Class webcast featuring Dr. Ryan Murphy, Morningstar

Feb 1, 2024
EAMG Market Commentary January 2024
EAMG Market Commentary January 2024

Jan 26, 2024
GIA Coming to the Equitable FHSA
GIA Coming to the Equitable FHSA

Jan 17, 2024
Important Information Regarding FHSA Contributions
Important Information Regarding FHSA Contributions

Jan 12, 2024
Take the helm in 2024 with insights from leading investment experts
Take the helm in 2024 with insights from leading investment experts

Jan 3, 2024
Clients could win $5,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest!
Clients could win $5,000 in Equitable’s New Year’s Resolution, New Year’s Contribution Contest!

Dec 14, 2023
Guaranteed Interest Account Application version update
Guaranteed Interest Account Application version update

Dec 13, 2023
EquiNet email verification starting October 21
EquiNet email verification starting October 21

Dec 13, 2023
A message from Cam Crosbie, EVP, Savings and Retirement, Equitable
A message from Cam Crosbie, EVP, Savings and Retirement, Equitable

Dec 6, 2023
What’s the story behind Equitable’s new brand?
What’s the story behind Equitable’s new brand?

Dec 4, 2023
A new look and feel for EZtransact, our digital self-serve tool
A new look and feel for EZtransact, our digital self-serve tool

Nov 27, 2023
With the Equitable Life FHSA, you don’t have to wait to get clients’ money working for them
With the Equitable Life FHSA, you don’t have to wait to get clients’ money working for them

Nov 7, 2023
EAMG Market Commentary October 2023
EAMG Market Commentary October 2023

Nov 3, 2023
Equitable Savings & Retirement Webinar Series presents Payout Annuities: A Retirement Strategy
Equitable Savings & Retirement Webinar Series presents Payout Annuities: A Retirement Strategy

Nov 2, 2023
Equitable Life Dynamic U.S. Monthly Income Fund Select
Equitable Life Dynamic U.S. Monthly Income Fund Select

Nov 2, 2023
November is Financial Literacy Month
November is Financial Literacy Month

Nov 1, 2023
Join us for an Equitable Life Master Class webcast featuring Daryl Diamond, Dynamic Funds
Join us for an Equitable Life Master Class webcast featuring Daryl Diamond, Dynamic Funds

Oct 11, 2023
First Home Savings Account Webcast
First Home Savings Account Webcast

Sep 14, 2023
Clients could win $8,000 with an Equitable Life FHSA!
Clients could win $8,000 with an Equitable Life FHSA!

Sep 11, 2023
Updates to Savings & Retirement applications and point of sale materials
Updates to Savings & Retirement applications and point of sale materials

Sep 11, 2023
EAMG Market Commentary July 2023
EAMG Market Commentary July 2023

Jul 27, 2023
Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select: Stability and diversification
Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select: Stability and diversification

Jul 20, 2023
Introducing Path to Invest for learning and earning CE credits
Introducing Path to Invest for learning and earning CE credits

Jul 14, 2023
A message from Cam Crosbie, EVP, Savings and Retirement, Equitable Life
A message from Cam Crosbie, EVP, Savings and Retirement, Equitable Life

Jul 6, 2023
Responsible investing classification on Equitable Life Pivotal Select funds
Responsible investing classification on Equitable Life Pivotal Select funds

Jun 26, 2023
Advisor Compensation after the DSC/LL ban May 29, 2023
Advisor Compensation after the DSC/LL ban May 29, 2023

Jun 15, 2023
Get Client Focused: Turning Compliance into Your Advantage
Get Client Focused: Turning Compliance into Your Advantage

Jun 6, 2023
Special 5% rate for clients until Pivotal Select FHSA is available
Special 5% rate for clients until Pivotal Select FHSA is available

Jun 1, 2023
Equitable Life Webcast Series featuring Equitable Life Dynamic Asia Pacific Equity Fund Select
Equitable Life Webcast Series featuring Equitable Life Dynamic Asia Pacific Equity Fund Select

May 31, 2023
IMPORTANT NOTICE: FUNDS WITH DEFERRED SALES CHARGE OPTIONS
IMPORTANT NOTICE: FUNDS WITH DEFERRED SALES CHARGE OPTIONS

May 29, 2023
Equitable Life's RSP Contest: Grand prize winners celebrate a future filled with possibilities!
Equitable Life's RSP Contest: Grand prize winners celebrate a future filled with possibilities!

Apr 19, 2023
Equitable Life Dynamic Global Real Estate Fund Select: More than an inflation hedge
Equitable Life Dynamic Global Real Estate Fund Select: More than an inflation hedge

Apr 14, 2023
Equitable Life webcast series presents Mackenzie Investments featuring Arup Datta
Equitable Life webcast series presents Mackenzie Investments featuring Arup Datta

Apr 13, 2023
Giuliano Savini, Top 50 Best Wealth Management Wholesalers in Canada for 2023 award recipient
Giuliano Savini, Top 50 Best Wealth Management Wholesalers in Canada for 2023 award recipient

Apr 12, 2023
The Equitable Life FHSA is coming!
The Equitable Life FHSA is coming!

Apr 11, 2023
The new segregated fund EZcomplete cloning feature will save time and errors.
The new segregated fund EZcomplete cloning feature will save time and errors.

Apr 5, 2023
A good time to look at the Equitable Life Money Market Fund Select
A good time to look at the Equitable Life Money Market Fund Select

Mar 28, 2023
Equitable Life presents “Opportunities and risks in the current investment landscape” featuring David Irwin
Equitable Life presents “Opportunities and risks in the current investment landscape” featuring David Irwin

Mar 15, 2023
Access more fund performance information faster and easier
Access more fund performance information faster and easier

Feb 27, 2023
Tax Slips – What you need to know
Tax Slips – What you need to know

Feb 15, 2023
This year’s RSP contribution deadline is March 1, 2023
This year’s RSP contribution deadline is March 1, 2023

Feb 9, 2023
Join us for our first Equitable Life Master Class webcast
Join us for our first Equitable Life Master Class webcast

Jan 25, 2023
More time to complete and view applications on EZcomplete
More time to complete and view applications on EZcomplete

Jan 14, 2023
Are your clients looking for more Tax-Free Savings Account contribution room?
Are your clients looking for more Tax-Free Savings Account contribution room?

Jan 3, 2023
Important notice: Funds with Deferred Sales Charges
Important notice: Funds with Deferred Sales Charges

Dec 23, 2022
Kickoff to 2023 with Equitable Life and Robert Gignac
Kickoff to 2023 with Equitable Life and Robert Gignac

Dec 23, 2022
Clients can win up to $5,000 in the RSP Grow Your Future Contest!
Clients can win up to $5,000 in the RSP Grow Your Future Contest!

Dec 1, 2022
Expanding Online Annuity Quotation Eligibility
Expanding Online Annuity Quotation Eligibility

Nov 24, 2022
December 30 Deadline for 7% No Load CB5 Initial Commission for Investment Class (75/75)
December 30 Deadline for 7% No Load CB5 Initial Commission for Investment Class (75/75)

Nov 24, 2022
2022 Holiday Hours
2022 Holiday Hours

Nov 17, 2022
Equitable Life Savings & Retirement Webinar Series featuring Payout Annuities.
Equitable Life Savings & Retirement Webinar Series featuring Payout Annuities.

Nov 9, 2022
Submit PADs in a fraction of the time? It’s true…
Submit PADs in a fraction of the time? It’s true…

Oct 21, 2022
Equitable Life Webcast Series featuring Fidelity Investments
Equitable Life Webcast Series featuring Fidelity Investments

Oct 17, 2022
Equitable Life of Canada Fall Roadshow - Savings & Retirement
Equitable Life of Canada Fall Roadshow - Savings & Retirement

Oct 7, 2022
Equitable Life Webcast Series featuring Franklin Templeton
Equitable Life Webcast Series featuring Franklin Templeton

Sep 23, 2022
Equitable Life of Canada Webcast Series Featuring Invesco Canada
Equitable Life of Canada Webcast Series Featuring Invesco Canada

Sep 6, 2022
Equitable Life launches 12 new segregated funds
Equitable Life launches 12 new segregated funds

Aug 29, 2022
Updates to Savings & Retirement forms and applications
Updates to Savings & Retirement forms and applications

Aug 29, 2022
THREE new ways to help make your Savings & Retirement business run smoother
THREE new ways to help make your Savings & Retirement business run smoother

Aug 19, 2022
Crunch the numbers with Equitable Life of Canada
Crunch the numbers with Equitable Life of Canada

Aug 12, 2022
EAMG Market Commentary August 2022
EAMG Market Commentary August 2022

Aug 10, 2022
Crunch the numbers with Equitable Life of Canada
Crunch the numbers with Equitable Life of Canada

Jul 28, 2022
Taking the guess work out of market volatility with Equitable Life
Taking the guess work out of market volatility with Equitable Life

Jul 26, 2022
Crunch the numbers with Equitable Life of Canada
Crunch the numbers with Equitable Life of Canada

Jul 21, 2022
7% No Load CB5 Initial Commission - Limited Time Offer!
7% No Load CB5 Initial Commission - Limited Time Offer!

Jul 12, 2022
Give clients guaranteed retirement income with Payout Annuities
Give clients guaranteed retirement income with Payout Annuities

Jul 5, 2022
WFG KYC and Trade Ticket documents are now part of EZcomplete
WFG KYC and Trade Ticket documents are now part of EZcomplete

Jun 10, 2022
Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds
Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds

Jun 6, 2022
The value of Equitable Life’s EZcomplete online application for Pivotal Select
The value of Equitable Life’s EZcomplete online application for Pivotal Select

May 18, 2022
Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds
Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds

Apr 27, 2022
Getting a tax refund is exciting, but should it be?
Getting a tax refund is exciting, but should it be?

Apr 19, 2022
Equitable Life Savings & Retirement Webinar Series featuring Franklin Bissett Investment Management team
Equitable Life Savings & Retirement Webinar Series featuring Franklin Bissett Investment Management team

Apr 13, 2022
Calming client fears about inflation and market volatility
Calming client fears about inflation and market volatility

Apr 5, 2022
Crunch the numbers with Equitable Life’s RRSP Loan Calculator
Crunch the numbers with Equitable Life’s RRSP Loan Calculator

Mar 29, 2022
Crunch The Numbers With Equitable Life’s Savings Calculator
Crunch The Numbers With Equitable Life’s Savings Calculator

Mar 24, 2022
Equitable Life Savings & Retirement Webinar Series featuring Equitable Asset Management Group
Equitable Life Savings & Retirement Webinar Series featuring Equitable Asset Management Group

Mar 21, 2022
Crunch the numbers with Equitable Life’s Tax Free Savings Account Comparison Calculator
Crunch the numbers with Equitable Life’s Tax Free Savings Account Comparison Calculator

Mar 17, 2022
Take emotions out of investing
Take emotions out of investing

Mar 15, 2022
EAMG market commentary
EAMG market commentary

Mar 14, 2022
Crunch the numbers with Equitable Life’s Online Calculators
Crunch the numbers with Equitable Life’s Online Calculators

Mar 10, 2022
Redefine online surfing with Equitable Life
Redefine online surfing with Equitable Life

Feb 24, 2022
Ride the same-day service wave with Equitable Life
Ride the same-day service wave with Equitable Life

Feb 23, 2022
The right tools to seize the RSP Season
The right tools to seize the RSP Season

Feb 16, 2022
Help your clients this tax season with Equitable Life
Help your clients this tax season with Equitable Life

Feb 16, 2022
Equitable Life Savings & Retirement Webinar Series features Global Equity Investing Using a First Principles Approach
Equitable Life Savings & Retirement Webinar Series features Global Equity Investing Using a First Principles Approach

Feb 16, 2022
Ride the wave this RSP season with Equitable Life
Ride the wave this RSP season with Equitable Life

Feb 10, 2022
This year’s RSP contribution deadline is March 1, 2022
This year’s RSP contribution deadline is March 1, 2022

Feb 1, 2022
Equitable Life awarded FundGrade A+ awards for 2021
Equitable Life awarded FundGrade A+ awards for 2021

Jan 31, 2022
CapIntel Partners with Canadian Financial Services Leader Equitable Life to Enhance Experience for Financial Advisors and Customers
CapIntel Partners with Canadian Financial Services Leader Equitable Life to Enhance Experience for Financial Advisors and Customers

Jan 24, 2022
Equitable Life offers more than 60 years of RSP innovation
Equitable Life offers more than 60 years of RSP innovation

Jan 24, 2022
Make It EZ2 EZtransact Contest – Twice As Nice!
Make It EZ2 EZtransact Contest – Twice As Nice!

Jan 19, 2022
Kickoff 2022 Webcast
Kickoff 2022 Webcast

Jan 12, 2022
2022 brings a new year of retirement savings opportunities
2022 brings a new year of retirement savings opportunities

Jan 6, 2022
Anytime. Anywhere! Equitable Client Access
Anytime. Anywhere! Equitable Client Access

Dec 8, 2021
Equitable Life Savings & Retirement Webinar Series featuring Invesco Europlus
Equitable Life Savings & Retirement Webinar Series featuring Invesco Europlus

Nov 17, 2021
Ways to reduce net income after age 71 with Equitable Life
Ways to reduce net income after age 71 with Equitable Life

Oct 21, 2021
Short and long-term income solutions from Equitable Life
Short and long-term income solutions from Equitable Life

Oct 7, 2021
Equitable Life Savings & Retirement Webinar Series features Payout Annuities
Equitable Life Savings & Retirement Webinar Series features Payout Annuities

Oct 6, 2021
Make It Easy EZtransact Contest
Make It Easy EZtransact Contest

Sep 13, 2021
DBRS Morningstar reaffirms Equitable Life’s Financial Strength Rating and Issuer Rating
DBRS Morningstar reaffirms Equitable Life’s Financial Strength Rating and Issuer Rating

Sep 13, 2021
Equitable Life Savings & Retirement Webinar Series features EZtransact
Equitable Life Savings & Retirement Webinar Series features EZtransact

Sep 8, 2021
Welcome EZtransact from Equitable Life
Welcome EZtransact from Equitable Life

Jul 28, 2021
Fabien Jeudy takes over as President and CEO
Fabien Jeudy takes over as President and CEO

Jul 15, 2021
Deposits to the Fidelity Special Situations mutual fund are being limited but the segregated fund is available to your clients.
Deposits to the Fidelity Special Situations mutual fund are being limited but the segregated fund is available to your clients.

Jun 28, 2021
REMINDER that paper applications with a version date prior to 2021/04/02 are set to expire July 1, 2021
REMINDER that paper applications with a version date prior to 2021/04/02 are set to expire July 1, 2021

Jun 21, 2021
Equitable Life Savings & Retirement Webinar Series welcomes Mackenzie Global Strategic Income.
Equitable Life Savings & Retirement Webinar Series welcomes Mackenzie Global Strategic Income.

Jun 16, 2021
Equitable Life added the Mackenzie Global Strategic Income Fund to Pivotal Select
Equitable Life added the Mackenzie Global Strategic Income Fund to Pivotal Select

Jun 10, 2021
Welcome Fidelity to Equitable Life’s Pivotal Select segregated funds lineup
Welcome Fidelity to Equitable Life’s Pivotal Select segregated funds lineup

Jun 7, 2021
Equitable Life Savings & Retirement Webinar Series welcomes Fidelity Investments Canada.
Equitable Life Savings & Retirement Webinar Series welcomes Fidelity Investments Canada.

May 26, 2021
Anti-money laundering legislation changes for Savings & Retirement forms and applications
Anti-money laundering legislation changes for Savings & Retirement forms and applications

May 26, 2021
Going digital with Pivotal Select Fund Facts
Going digital with Pivotal Select Fund Facts

May 18, 2021
Equitable Life Savings & Retirement Webinar Series welcomes Mackenzie Ivy Global Balanced.
Equitable Life Savings & Retirement Webinar Series welcomes Mackenzie Ivy Global Balanced.

Apr 7, 2021
Did you know that you can generate a report detailing all or some of your client’s investment policy information?
Did you know that you can generate a report detailing all or some of your client’s investment policy information?

Mar 17, 2021
Equitable Life Savings & Retirement Webinar Series welcomes Equitable Asset Management Group
Equitable Life Savings & Retirement Webinar Series welcomes Equitable Asset Management Group

Mar 10, 2021
EZcomplete no longer accessible on Internet Explorer
EZcomplete no longer accessible on Internet Explorer

Feb 19, 2021
Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton
Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton

Feb 10, 2021
Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton
Equitable Life Savings & Retirement Webinar Series welcomes Franklin Templeton

Feb 10, 2021
Launching Equitable Life Savings & Retirement Webinar Series
Launching Equitable Life Savings & Retirement Webinar Series

Jan 15, 2021
Are your clients looking for more Tax-Free Savings Account contribution room?
Are your clients looking for more Tax-Free Savings Account contribution room?

Jan 7, 2021
Retirement Income Options from Equitable Life
Retirement Income Options from Equitable Life

Dec 3, 2020
Do you have clients looking for growth but are concerned about taking on too much risk?
Do you have clients looking for growth but are concerned about taking on too much risk?

Nov 19, 2020
Equitable Life is launching a new Retirement Savings Plan section on EquiNet
Equitable Life is launching a new Retirement Savings Plan section on EquiNet

Oct 27, 2020
Equitable Life presents Dynamic Funds featuring David L. Fingold
Equitable Life presents Dynamic Funds featuring David L. Fingold

Sep 25, 2020
We hear you. Equitable Life was ranked #1 for overall segregated funds service performance*.
We hear you. Equitable Life was ranked #1 for overall segregated funds service performance*.

May 26, 2020
Equitable Life presents Invesco Canada – Global perspectives in a highly uncertain time
Equitable Life presents Invesco Canada – Global perspectives in a highly uncertain time

May 22, 2020
Equitable Life presents a conversation with Equitable Asset Management Group
Equitable Life presents a conversation with Equitable Asset Management Group

May 6, 2020
Introducing a new Pivotal Select sales charge option from Equitable Life of Canada
Introducing a new Pivotal Select sales charge option from Equitable Life of Canada

Apr 27, 2020
RRIF minimum withdrawal changes in response to COVID-19
RRIF minimum withdrawal changes in response to COVID-19

Apr 22, 2020
A year of celebration - 100 years of protecting what matters most to Canadians
A year of celebration - 100 years of protecting what matters most to Canadians

Jan 8, 2020
EZcomplete enhancements for segregated fund applications
EZcomplete enhancements for segregated fund applications

Jul 26, 2019
Changes to RRSP to RIF Conversion Form - Pivotal Select (Form #1673)
Changes to RRSP to RIF Conversion Form - Pivotal Select (Form #1673)

Jun 10, 2019