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1. Prestige Advisor qualifications MGA
2. Prestige Advisor qualifications WFG
3. Are Canadians more FHSA-savvy in 2025? Recent insights have shown that a significant number of Canadians are unfamiliar with the First Home Savings Account (FHSA). However, the landscape is gradually evolving. While many are still getting acquainted with the features and benefits of this savings tool, financial advisors and industry experts note that awareness is steadily increasing. The knowledge gap is beginning to close. The largest group of contributors were Canadians aged 25 to 34, accounting for over 57% of all FHSA users¹. This suggests that Generation Z and younger millennials are leading the charge in embracing the FHSA.
   
   Why is this age group so quick to adopt? The FHSA offers a unique blend of benefits. These include contributions that are tax-deductible like an RRSP and withdrawals for a first home purchase are tax-free like a TFSA. Financial author David Chilton even called it “the greatest deal in the history of Canadian savings.”¹
   
   Despite the strong uptake among younger, higher-earning Canadians, there’s still work to be done. Many older Canadians and those with lower incomes remain unaware of the FHSA’s benefits and unsure how it fits into their financial plans. This presents a clear opportunity for advisors to continue educating—especially through digital channels and personalized advice.
   
   The FHSA is proving to be more than just a niche product—it’s becoming a cornerstone of first-time homebuyers’ strategy. With continued outreach and education, more Canadians will be empowered to take advantage of this valuable savings tool.
   
   Want to learn more? Speak to your Director, Investment Sales.
   
   ¹ Source: https://www.canadianmortgagetrends.com/2025/04/fhsa-sees-strong-uptake-among-young-high-earning-canadians-in-its-first-year/
   
   Date posted: October 2 2025
4. From Discovery to Action: Financial Planning Essentials for Newcomers Are you ready to deepen your understanding of newcomers’ financial needs? Join our December Master Class, “From Discovery to Action: Financial Planning Essentials for Newcomers,” — the second part of our September Master Class series on the topic of newcomers and learn how to guide new Canadians through their first year in Canada with empathy and expertise.
   
   We will explore strategic, empathetic discovery questions and provide practical tools to help advisors interpret newcomers’ responses in the context of their financial priorities.
   
   Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an engaging conversation in our second session with Dr. Aditya Nain — professor, consultant, MoneySense columnist, and acclaimed multi-disciplinary author.
   Together, they will share actionable strategies and new perspectives to help advisors confidently and compassionately guide newcomers through the complexities of financial planning in Canada.
   
   Why attend?
   • Use empathetic questions to understand newcomers’ needs.
   • Map priorities to a simple 12-month financial plan.
   • Build tailored plans for banking, credit, insurance, and investments.
   
   Don’t miss this opportunity to deepen and elevate your advisory approach.
   
   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.
5. Congratulations on qualifying as an Elite Advisor
6. Begin the year with clarity and insight Join us for an engaging and informative session hosted by Joseph Trozzo, Vice President of Investment Sales at Equitable®.
   
   Featured speakers
   
   Cam Crosbie, Executive Vice President, Individual Wealth
   Opening the session with “How Are We Feeling About 2026?”, Cam will share key insights on strategic initiatives, Equitable’s product roadmap and organizational priorities for the year ahead.
   
   Dave Irwin, AVP, External Fund Management
   Dave will lead a dynamic panel discussion on portfolio strategies and our exciting new product lineup for 2026, featuring the following distinguished fund managers:
   
   - Sajan Bedi, CFA, VP & Co‑Portfolio Manager, Canoe Equity, Asset Allocation & Enhanced Income
   - John Burrello, CFA, Senior Portfolio Manager, Invesco Global Strategies, Global Equity Income Advantage
   - Bill Zox, CFA, Portfolio Manager, Franklin Brandywine US High Yield Fund
   
   Closing highlights
   
   Joseph Trozzo will wrap up with an interactive Q&A, guiding the panel as they address your questions and share insights. We’ll conclude with an introduction to the Step Up Your Wealth and Elite Advisor programs for 2026.
   
   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.
    
7. International Women’s Day

   Reflecting on inclusion in our industry
   
   International Women’s Day is a great opportunity to pause and think about how we support the women clients we serve. In wealth management, inclusion is not just a theme for one day a year — it plays a critical role in building stronger relationships and long‑term business growth.
   
   Our recent Master Class – From Insight to Inclusion: Engaging Women Investors with Confidence –reinforced this.

   The 60-minute session, featuring Susan Silma, Client Experience Transformation Leader and industry speaker and columnist, looked at why many women still feel under‑served in our industry and what advisors can do to create a more engaging and supportive experience.
   
   Here are a few key takeaways from the conversation:

   •  Inclusion strengthens your practice. When women feel heard and understood, trust grows —and so does loyalty.
   •  Start with better conversations. Susan shared ways to turn research and insights into everyday discussions that feel relevant and meaningful to women.
   •  Consistency builds confidence. A clear, repeatable process for prospecting, onboarding and reviewing plans with women clients helps ensure they feel included from day one.
   
   Did you know: 82% of advisors who attended the live Master Class identified the need to add more women clients to their business.
   
   As we celebrate International Women’s Day, it is a good reminder that creating a space where women feel comfortable, informed and valued benefits everyone — and positions your practice for long‑term success.
   
   If you missed the session — or would like to revisit the ideas — the Master Class recording is now available on demand. On behalf of everyone at Equitable, Happy International Women’s Day, Canada!
   
   
   
   Date posted: Thursday, March 5, 2026
8. Sales Illustrations
9. Help clients navigate the tax landscape across investment types with Equitable With tax time in full swing, you’re invited to a helpful webcast that will explain how different investment types are taxed. This will give you simple language you can use to build clearer conversations with clients.
   
   This session will help you explain the key differences between:

   • Registered plans (which shelter or defer tax):
        • RRSP: Contributions offset taxable income. Taxes are deferred until withdrawals are made.
        • RRIF/LIF: All withdrawals are taxable.
        • FHSA: Contributions, withdrawals, and transfers appear on T4FHSA/Relevé 32.
        • TFSA:  Helps your investments grow tax-free.

   • Non‑registered plans (which are taxed yearly):
        • Income is taxed each year (not deferred). 
        • Reporting usually comes through T3 or T5 slips.

   
   Host: Taylor Tatay, Director, Investment Sales
   Guest Speaker: Chris Petroff, Individual Wealth Product Strategy Manager

   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: March 18, 2026
10. Sample portfolios