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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. A strong close to 2024 for our participating account Equitable takes pride in its mutual structure. Our participating clients benefit from the wide range of assets we invest in. We also work to ensure these investments support and strengthen communities across Canada. Thanks to our investment team, participating clients enter 2025 with a strong long-term outlook.

    The December 2024 Participating Account Asset Mix Quarterly Update has now been posted.

    View the #1360 piece here.

    For more information, please contact your local wholesaler.
     
  3. Equitable's Spring update & 2025 Dividend Scale Announcement


    Join us virtually on June 5th, 2025!

     
    We invite you to join us virtually on June 5th, as our senior leaders share some exciting updates and the latest dividend scale news - all beginning at 1:00pm EDT.

    When: Thursday, June 5th, 2025

     Time: 1:00pm – 1:20pm EDT



    On the day of the event, choose your language preference option below when it’s time to enter the meeting.
    English-Button-2-(1).png French-star-Button-2.png Chinese-star-Button-2.png
    (*The French and Chinese events will be partially in English, with sub-titles on screen).

    We look forward to seeing you there!
  4. [pdf] Limited Trading Authorization
  5. [pdf] Equitable GIF FHSA Application
  6. [pdf] Equitable GIF TFSA Application
  7. [pdf] Equitable GIF Registered Application
  8. [pdf] Equitable Guaranteed Investment Funds – Estate Class
  9. [pdf] EquiNet Quick Tips
  10. [pdf] FundSERV - Schedule "B" Commission Schedule