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  1. Administration Reference Guide for Individual Wealth
  2. [pdf] Daily/Guaranteed Interest Account Advisor Guide
  3. [pdf] Advisors Edge Insurance for Children Article
  4. Product at a glance- Children
  5. Equitable and Cloud DX
  6. Equitable’s Grow Your Way Home contest


    From May 1 to August 31, 2026, clients who open an Equitable FHSA, make an FHSA contribution, or set up recurring FHSA deposits are automatically entered into Equitable’s Grow Your Way Home contest. A simple way to reconnect, re‑engage and help guide clients on their journey to home ownership.  


    Why this matters for your business 

    Use the contest as a reason to reach out: 

    • Re‑engage clients who haven’t contributed recently 

    • Encourage recurring deposits tied to paydays 

    • Introduce the FHSA to younger clients or first‑time buyers 

    • Support clients planning to use tax‑refund funds 

     


    What clients and advisors can win. 

    There will be two prize draws: 

    • Two winning clients will receive $8,000. 

    • Each winning client’s advisor receives $1,000. 

    See here for full contest rules and details. 
     

    How clients earn entries 

    We’re rewarding actions that help build real progress: 

    • New FHSA contracts 

    • One‑time deposits 

    • Automated monthly or bi‑weekly contributions 


    Key Dates 

    Contest window: May 1 – August 31, 2026 

    Draw date: September 21, 2026 

     

    How to Enter 

    Submitting contributions is quick and easy: 

    • Use EZcomplete® to open new accounts or process contributions. 

     

    Make the most of it 

    Your Director, Investment Sales can help you build a tailored outreach plan, share conversation starters and identify high‑potential clients to engage throughout the summer. It’s a simple, effective way to spark FHSA activity and strengthen client relationships all season long. 

     

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

    Equitable’s Grow Your Way Home contest: No purchase necessary. Contest period is May 1, 2026 to August 31, 2026. Enter by: opening an Equitable FHSA during the Contest Period; making a deposit to your Equitable FHSA during the Contest Period;  or submitting a no-purchase entry. Two prizes of $8,000 each to be drawn on September 21, 2026 will be awarded to clients. The servicing advisor for the contract to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible entries received during the Contest Period. For full contest rules, including no-purchase method of entry, see the full contest rules.

  7. Dividend Withdrawals and Change and Premium Offset
  8. Help your clients this tax season with Equitable Life
    It is tax time, and your 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 that offers a detailed explanation on investment income, and why T3 tax slips generate on non-registered segregated funds. Does your client have questions about contribution limits? Retirement Income Fund minimums? or Canada pension maximums? Check out Equitable’s handy 2022 Facts & Figures guide.

    Did your clients sign up for tax slips on Equitable Client Access before December 31, 2021?
    If so, your clients can download or print their tax slips quickly and easily from their Equitable Client Access Inbox.
     
    For questions, contact Equitable's Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or by email at savingsretirement@equitable.ca. or your Regional Investment Sales Manager.
  9. Tax Slips – What you need to know
    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 for a taxation breakdown by product and Insights into Non-Registered Taxation for a detailed explanation on investment income, and why T3 tax slips are generated on non-registered segregated funds.

    Clients who registered for tax slips on Equitable Client Access before December 31, 2022, can download or print tax slips quickly and easily from their Equitable® Client Access Inbox.  Advisors can download tax receipts on Document Lookup on EquiNet®.
     
    For questions about contribution limits, Retirement Income Fund minimums and Canada pension maximums check out Equitable Life®’s helpful 2023 Facts & Figures guide.
     
    Equitable's Advisor Services Team is available Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or by email at savingsretirement@equitable.ca. You can also contact your Regional Investment Sales Manager.

     ® denotes a trademark of The Equitable Life Insurance Company of Canada.
    Posted: February 15, 2023
  10. Compensation Inquiry