EquiNet Equitable Life's advisor site

Savings & Retirement

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

 

Products

Segregated Funds
Segregated Funds
Payout Annuities
Payout Annuities
Guaranteed Interest Account
Guaranteed Interest Account
Retirement Savings Plan
Retirement Savings Plan
Tax-Free Savings Account
Tax-Free Savings Account
The Learning Centre
The Learning Centre

What's New

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
7% No Load CB5 Initial Commission - Limited Time Offer!
7% No Load CB5 Initial Commission - Limited Time Offer!

May 12, 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
2021 Holiday Hours
2021 Holiday Hours

Nov 26, 2021
November is Financial Literacy Month
November is Financial Literacy Month

Nov 22, 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