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  1. [pdf] Segregated Fund Sales DSC Disclosure Form
  2. Equitable celebrates FundGrade A+ awards, reinforces commitment to Canadian investors
    Equitable® has been recognized with two FundGrade A+® awards, an annual distinction that recognizes exceptional performance among Canadian investment funds.
     

    The award-winning funds are available on the new Equitable Guaranteed Investment FundsTM solution:

    Equitable Invesco NASDAQ 100 ESG Index ETF

    Equitable Fidelity® Global Innovators

    “We’re honoured to receive this recognition,” says Cam Crosbie, Executive Vice-President, Individual Wealth. “These awards reflect the hard work of many teams across our organization and, of course, our partners.”  

    Looking ahead, Equitable Individual Wealth remains focused on continuous improvement and innovation. “This is just the beginning,” adds Crosbie. “We deeply value the trust advisors and clients place in us every day, and we’re committed to helping Canadians reach their financial goals with more confidence.” 




    FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year.  The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a  FundGrade A+® Award.  For more information, see www.FundGradeAwards.com.  Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. 

    Equitable and Equitable Guaranteed Investment Funds are trademarks of The Equitable Life Insurance Company of Canada.

  3. [pdf] Shareholder Borrowing Checklist
  4. Equitable Life Savings & Retirement Webinar Series welcomes Mackenzie Ivy Global Balanced.
    In 2021, Equitable Life’s® S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:
    • learn more about various products and product features,
    • hear from industry professionals,
    • learn about investment strategies; and so much more.
     
    This month, Equitable Life welcomes Mackenzie Investments.
     
    Join your host Joseph Trozzo, Investment Sales Vice President and Matt Moody, Vice President, Portfolio Manager, Mackenzie Ivy Team and Dagmar-Rose Pagel, Product Manager.
     

    Learn More

     
  5. Equitable Life Savings & Retirement Webinar Series welcomes Fidelity Investments Canada. In 2021, Equitable Life’s S&R team will spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series will feature a new topic. This series will also give advisors an opportunity to:
    • learn more about various products and product features,
    • hear from industry professionals,
    • learn about investment strategies; and so much more.
     
    This month, Equitable Life welcomes David Tulk, Portfolio Manager, and Ilan Kolet, Institutional Portfolio Manager from Fidelity Investments Canada®, who will highlight the Fidelity Tactical Asset Allocation Portfolios. These portfolios will be part of the Pivotal Select™ lineup, launching June 7, 2021.
     

    Learn More

  6. Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds

    In 2022, Equitable Life’s® S&R team will continue to spotlight various aspects of our competitive fund lineup and product offerings. Each webinar in the series features a new topic. This series gives advisors an opportunity to:

    • learn more about products and product features,

    • hear from industry professionals,

    • learn about investment strategies; and so much more.

    This month, Equitable Life welcomes David L. Fingold, Vice President and Portfolio Manager, 1832 Asset Management L.P.
     
    Learn More!
     

  7. A new look and feel for EZtransact, our digital self-serve tool We’re excited to introduce a new look and feel for EZtransact™, our digital self-serve tool.  EZtransact allows you to:
    • •  Help a client set up a one-time or recurring deposit or edit an existing pre-authorized debit.
    • •  Manage client segregated fund policies conveniently and eliminate the hassle of filling out forms and facilitating signatures.
     
    EZtransact now has a simplified and modern design that will make managing pre-authorized debit requests even easier!
     
    Check out EZtransact. And stay tuned for more exciting digital enhancements coming soon!
     
    If you have any questions, please contact your Regional Investment Sales Manager. 

    Posted November 27, 2023
  8. Equitable can help clients this tax season

    It is tax time and clients should be receiving tax slips and deposit receipts by now.

    Check out the Tax Slips: A Quick Reference Guide which gives a taxation breakdown by product. Review Insights into Non-Registered Taxation offering a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds.

    Do clients have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2024 Facts & Figures guide.

    If you have further questions,  please contact your Regional Investment Sales Manager or one of our Client Services Representatives at 1.866.884.7427.  

    Posted February 23, 2024

  9. Individual Wealth Forms and Resources
  10. RBC Global Asset Management