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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.
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And the winners of Equitable’s Ring in the Savings Contest are…
A big thank you for making Equitable’s Ring in the Savings contest a huge success.
Clients who made a contribution between January 1 and March 1, 2025, to their Registered Retirement Savings Plan (RRSP) or Tax-Free Savings Account (TFSA) or could win $5,000 and the advisor could win $1,000.
We’ve now completed the draws and are thrilled to announce the following winners:-
Client: C. F., British Columbia
Advisor: Dylan D., British Columbia -
Client: F. L., Ontario
Advisor: Ted E., Ontario
Congratulations to our winners!
Posted May 5, 2025
From all of us at Equitable, thank you for your trust and partnership. -
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In case you missed it… read our life insurance as an asset class article
Equitable in partnership Wayne Miller, BMATH, ASA
The concept of viewing life insurance as an asset class only became mainstream in Canada 12 years ago, after Wayne Miller, BMATH, ASA, made the case for it in an industry magazine article.
Has anything changed in the past decade? Does a mutual company vs. a stock company make a difference? Equitable has been collaborating with Wayne to provide an answer – which is provided in this follow-up article to his original piece.Read the Article now
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Equitable Savings & Retirement Webinar Series presents Payout Annuities: A Retirement Strategy
Equitable® presents how payout annuities can contribute to an overall retirement strategy.
- • Hear why payout annuities provide a guaranteed income that is worry-free,
- • Receive insights into how a payout annuity can fit into a client’s retirement plan,
- • Learn how payout annuities can provide growth and flexibility for short or long-term income needs.
Join your host, Joseph Trozzo, Investment Sales Vice President MGA, as he welcomes Jim Chamberlain, Regional Investment Sale Manager, Savings and Retirement.
Learn more
Continuing Education Credits
This webinar has been accredited for 1.00 Life continuing education (CE) credit with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
® denote a registered trademark of The Equitable Life Insurance Company of Canada
Posted November 2, 2023 -
How to Stay Grounded in a Changing World: Supporting Financial & Mental Well-Being
Are clients feeling the strain of global uncertainty? Join our Master Class webcast, "How to Stay Grounded in a Changing World: Supporting Financial & Mental Well-Being," to gain insights on managing financial and mental well-being.
We will explore how economic instability, geopolitical conflict, and climate change impact mental health and financial behaviours.
Join Shannon Labby, Vice President, National Investment Sales, Equitable as she welcomes Homewood Health’s clinical expert, Gabrielle Provencher who will provide tools to help advisors recognize signs of mental strain and support clients in maintaining financial focus.
Why Attend?- Understand the psychological impacts of global crises and media exposure.
- Learn how financial stress can affect mental health and decision-making.
- Enhance media literacy to help navigate misinformation and stay focused.
- Develop coping strategies to help manage anxiety and promote resilience.
- Gain techniques to help clients form self-care habits for long-term financial security.
Learn more
Continuing Education Credits
This webcast has been submitted for continuing education (CE) approval for all provinces excluding Quebec via the Insurance Council of Manitoba and Alberta Insurance Council. Upon approval, you will be sent an email notification to come back to the webcast presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full, and complete a short quiz. It is the advisor's responsibility to ensure Continuing Education credits being offered are accepted by their licensing body. Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.
This webcast is available in English only.
Date posted: June 5, 2025 - [pdf] Health Care Spending Account - Plan administrators
- [pdf] UL Transfers & Allocations How To
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Equitable Life of Canada Webcast Series Featuring Invesco Canada
Equitable Life® continues to spotlight various aspects of our competitive fund lineup and product offerings. 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.
In this webcast, we welcome
Join us to learn the reasons for the growth in ESG, how the following funds are managed and how they can be positioned in a client’s portfolio.- Equitable Life S&P/TSX Composite ESG Index Fund Select
- Equitable Life S&P 500 ESG Index Fund Select
- Equitable Life NASDAQ 100 ESG Index Fund Select
Learn more
- [pdf] Understanding Participating Whole Life