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  1. [pdf] B2B Loan Application Tips
  2. [pdf] B2B Loan application process for Equitable Life of Canada
  3. [pdf] B2B Investment Loan Application Process
  4. 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
  5. Join us for our first Equitable Life Master Class webcast


    We’re pleased to introduce the Equitable Life Master Class webcast series.  These webcasts offer compelling topics and unique ideas from leading experts to help you manage and grow your business.


    Join Equitable Life along with guest speaker Rob Kochel, Director, Invesco Consulting Group to learn:

    · The ESG client connection opportunities.

    · The optimal language to use when introducing ESG to a client.

    · Four universal communication principles for better client conversations.

    · Words to use and words to lose.


    You don't want to miss it!

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    ® denote trademarks of The Equitable Life Insurance Company of Canada.

    Posted January 25, 2023
  6. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable Life

    The first half of 2023 has been an exciting and busy year for us at Equitable Life®.  

    In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.   

    I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better. 




    Please take a few minutes to watch the video.  

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    Thank you, 
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    Cam Crosbie, Executive Vice-President, Savings and Retirement Division 
    Equitable Life of Canada 

    Posted: July 6, 2023

    ® denotes a trademark of The Equitable Life Insurance Company of Canada. 
  7. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable

    What an exciting year it’s been at Equitable®. And there’s more to come in 2024!

     

    In this short video, I share with you some of the things we’ve done to show our commitment to you in 2023 and some of the great things we’ve got planned for 2024.  

     

    I want to thank you again for your continued support and trust in us.  We value our partnership and are always working hard to make things better.






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    Please take a few minutes to watch the video.  


    Cam-signature.jpg
     

    Cam Crosbie,
    Executive Vice-President, Savings and Retirement Division
    Equitable


    Posted December 6, 2023 

    ® denotes a trademark of The Equitable Life Insurance Company of Canada.

  8. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable The first half of 2025 has been an exciting and busy year for us at Equitable®.  In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.  

    I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better. 
    When we work together, success is mutual.  

    Please take a few minutes to watch the video.  

    Thank you,

    CAMSIG_transparent.png

    Cam Crosbie, Executive Vice-President,

    Savings and Retirement Division
    Equitable


    Date posted: June 19, 2025
  9. A message from Cam Crosbie, EVP, Savings and Retirement, Equitable The first half of 2025 has been an exciting and busy year for us at Equitable®.  In this short video, I share with you some of the things we’ve done to show our commitment to you and some of the great things we’ve got planned for the remainder of the year.  

    I want to thank you again for your continued support and trust in us. We value our partnership and are always working hard to make things better. When we work together, success is mutual. 

    Please take a few minutes to watch the video.  

    Thank you,

    CAMSIG_transparent.png
    Cam Crosbie, Executive Vice-President,
    Savings and Retirement Division
    Equitable

    Date posted: June 19, 2025
  10. [pdf] The Right Time To Buy And Sell