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  1. [pdf] Pivotal Select Fund Facts
  2. [pdf] Equitable GIF FHSA Application
  3. Advisor Guide
  4. Accepted Payment Methods
  5. Are your clients looking for more Tax-Free Savings Account contribution room?

    Good news!  With the start of the new year comes new additional contribution room. And to make it even better the Government of Canada­­­ increased the annual contribution limit. Effective January 1, 2023, the annual limit goes from $6,000.00 to $6,500.00.   
      
    A Tax-Free Savings Account is a great option for clients to grow their savings with the flexibility to access their money when they need it, before or during retirement. Encourage your clients to start saving today!­

    For more information on the options available, please click here.


    Posted: January 3, 2023
  6. [pdf] Poster - What does your retirement bucket list include?
  7. Preferred life insurance solutions – individuals
  8. [pdf] Preferred Retirement Solution using Equimax
  9. [pdf] Preferred Estate Transfer using Universal Life
  10. Equitable Asset Management Group