The Learning Centre

If you’ve got clients asking for direction, join Equitable’s own Chris Petroff CPA CMA, Product Manager, Savings and Retirement to learn how Equitable can help you set clients up for success, when it comes to purchasing their first home.  

Tariff Turmoil and Tumultuous Markets: Taking a Longer-Term Perspective

Are clients asking about tariffs and their impact on the Canadian economy? Are you unsure how to advise them in uncertain markets? Join our exclusive webcast to gain answers to these questions and more.

Rob Kochel, Director, Invesco Consulting, will explain how asking the right questions helps advisors learn more about clients, so they can work towards capturing up to 70% more of their clients’ assets. 

There’s a new U.S. sheriff in town - now what?

This February, we focus on how the new U.S. administration may impact Canadian portfolio positioning, inflation, interest rates, and more

Equitable^® is here to help you start the new year in the know with expert insights and forecasts for the year ahead.

Rethinking Retirement Income

In this session you will learn how our notions of retirement have changed over the years, the difference between the traditional and goals-based planning approaches, and how we can help you implement a goals-based retirement income planning strategy. 

In this session, you will learn about challenges that come with aging, helping clients prepare for the worst, and identifying and handling elder financial abuse.

Payout Annuities

Equitable highlights payout annuities. We will talk about life annuities, product features, taxation and the benefits that payout annuities can bring to a client’s retirement plan.

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

Mark Schmehl, Portfolio Manager from Fidelity Investments Canada, who will highlight the Special Situations and Global Innovators fund portfolios.

Emotional intelligence is the capacity to be aware of, control, and express one's emotions, and to handle interpersonal relationships judiciously and empathetically.
 

It’s critical to develop meaningful relationships with valued clients’ families, loved ones, and heirs.

Navigating regulatory compliance and changes as an advisor can be challenging and overwhelming at times. Just imagine how clients feel. Wouldn’t it be nice to be able to transform regulatory compliance into meaningful client engagement?  

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.

Join us for an informative discussion led by Dr. Ryan Murphy, head of Morningstar’s global Behavioural insights in how you can get clients past their thinking blind spots.

Building Your Business in the Retirement Income Market featuring Daryl Diamond, Chief Retirement Income Strategist, Dynamic Funds

Join us for the Equitable^® First Home Savings Account (FHSA) webcast to learn who is eligible, contribution limits, making withdrawals, how FHSA compares to an RSP and TFSA, practical applications