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  1. 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.  


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    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.

  2. Guaranteed Interest Account Application version update

    Equitable® Guaranteed Interest Account applications with a version date prior to 2023/09/01 (located on the bottom right-hand corner of the application) will no longer be accepted after December 31, 2023. If you currently have applications with a date that is before 2023/09/01, please destroy them and download digital applications from EquiNet® or order paper applications from our Supply Team.  

    If you have any other questions, contact your Regional Investment Sales Manager or Equitable’s Advisor Services Team, Monday to Friday from 8:30 a.m. to 7:30 p.m. at 1.866.884.7427 or email savingsretirement@equitable.ca 


    Posted December 13, 2023 

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

  3. 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
  4. 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
  5. A message from Cam Crosbie
    It's been another exciting year of growth at Equitable and there's more to come in 2026!

    In this short video, I review a few of our 2025 milestones and share with you some of the great things we've got planned for 2026. I want to thank you again for your support and trust in us. We value our partnership and will continue to strive to deliver exceptional experiences for advisors and clients. 

    Please take a few minutes to watch the video

    Wishing you continued success,

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    Cam Crosbie, Exectuive Vice-President, Individual Wealth
    Equitable
  6. A message from Cam Crosbie
    It's been another exciting year of growth at Equitable and there's more to come in 2026!

    In this short video, I review a few of our 2025 milestones and share with you some of the great things we've got planned for 2026. I want to thank you again for your support and trust in us. We value our partnership and will continue to strive to deliver exceptional experiences for advisors and clients. 

    Please take a few minutes to watch the video

    Wishing you continued success,

    sig.png

    Cam Crosbie, Exectuive Vice-President, Individual Wealth
    Equitable
  7. Two options for supporting plan members during the pandemic

    We know these are difficult times. In addition to concerns about their health and the health of their family, working Canadians are worried about their jobs and their finances. Fortunately, through our partnership with Homewood Health®, we have two options for employers to support their employees through this crisis.

    Below is an overview to refer to when you're meeting with your clients. Or you can download this PDF version.

    Homewood Online (Homeweb)

    All Equitable Life® clients and their plan members have access to Homeweb, a personalized online mental health and wellness portal. Accessible via the web or mobile app, Homeweb includes an online library of interactive tools, assessments, e-courses and resources to support plan members through the pandemic.

    Homewood Health Employee and Family Assistance Program (EFAP)

    Employers can provide additional support by adding the Homewood Health EFAP. In addition to full access to Homeweb, it offers confidential short-term counselling through a national network of mental health professionals, plus other resources and tools.

    To make it easier to understand the options, here’s a detailed summary of what’s included with each:

    Service Description Homeweb EFAP
    Homeweb.ca A secure and personalized online portal that includes hundreds of articles and resources, including e-books, toolkits, self-assessments, podcasts and more.
    Homeweb Mobile App One of Canada’s newest EFAP mobile apps that allows users to access every one of Homewood’s online tools and resources wherever they are.
    i-Volve Cognitive Behavioural Therapy Tool An online self-directed treatment tool that helps coach plan members to identify, challenge and overcome anxious thoughts, behaviours and emotions.
    Online Health Risk Assessment An online tool that helps plan members identify and address their health and wellness risks and barriers.
    Short-Term Counselling Short-term counselling provided face-to-face, by phone, email, chat or video through a national network of counsellors and clinical professionals.  
    Life Smart Coaching A suite of telephonic and online services including coaching and resources to help employees manage their life balance, finances, health and career. Online resources only.
    Trauma response Prompt, compassionate and effective response to traumatic events, consisting of one three-hour block with one counsellor at one location per year.  
    Legal Resources One-on-one consultation with a lawyer for guidance on issues such as family law, civil litigation, real estate and immigration. Online resources only.
    Key Person Advice Line (KPAL) Designed for HR, managers and supervisors, this service provides Online Management Resources and Workplace Situation Professional Support.  
    Resource Locator Online childcare and eldercare resources locators.

     

    For more information, please contact your Group Account Executive or myFlex Sales Manager.

  8. [pdf] B2B Investment Loan Application Process
  9. Equitable Life's COVID-19 Information Page


    Get the latest news and information from Equitable Life by bookmarking this page. Check back often for updates.

     

    Click here for news related to Savings and Retirement.

  10. Redefine online surfing with Equitable Life


    Conquer the tailslide of RSP season with direct deposits to your client’s Equitable Life plan from a financial institution’s online banking.

    Learn more