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1. There’s a new U.S. sheriff in town - now what? This February, we focus on how the new U.S. administration may impact Canadian portfolio positioning, inflation, interest rates, and more. Join Joseph Trozzo, Vice President, Investment Sales, at Equitable^® as he hosts this timely discussion.  
   
   Featured Speaker: Ilan Kolet
   Ilan Kolet is a portfolio manager at Fidelity Investments^®. He is experienced in managing investments and planning for retirement. Ilan has worked at the Bank of Canada and BNN Bloomberg, focusing on the Canadian and U.S. economies. He will highlight key funds in Equitable’s portfolio strategy.
   
   
   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 webinar presentation console to download your personalized certificate form 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.
   Equitable is a trademark of The Equitable Life Insurance Company of Canada.
   Fidelity Investments is a trademark of Fidelity Investments Canada ULC.
   
   Date posted: February 12, 2025
2. Why tax refunds aren't always good It’s important for advisors to help clients understand their finances. Many people think getting a tax refund is good, but that's not always true. Here are some reasons why.
   
   1. Overpaying Taxes
   A refund on a tax return means the client paid too much in taxes during the year. This is like giving the government an interest-free loan. Instead, clients could use that money each month for savings or investments.
   
   2. Missed Investment Chances
   When clients overpay taxes, they miss chances to invest that money. It could have been earning interest or growing in value instead of sitting with the government.
   
   3. Poor Financial Planning
   A big tax refund can show poor financial planning. It's better if clients break even, meaning they don't owe much and don't get a big return. This shows their tax withholdings are accurate.
   
   4. False Sense of Security
   A large tax refund can make clients feel falsely secure. They might spend it quickly instead of saving or investing it wisely.
   
   5. Financial Hardship
   Overpaying taxes can make it hard for clients to manage their money during the year. They might struggle with monthly expenses or saving for emergencies.
   
   Advisors should teach clients about the downsides of tax refunds. By adjusting their withholdings, clients can manage their money better and take advantage of investment opportunities. Aim for a balanced tax situation to improve financial health.
   
   Help clients make the most of their investment opportunities this tax season. For more information, contact your Director, Investment Sales.
   
   Date posted: March 20, 2025
3. Pique your Fi-natical Curiosity with Equitable and Invesco

   Get ready for an engaging session where we'll uncover 8 core topics that every advisor should know about clients. One of those core topics is “who do you care about?” This helps advisors understand who is important to clients, so they can then begin to include them in their planning. Let's dive in and discover how to make client relationships even stronger.
   
   Rob Kochel, Director, Invesco Consulting Canada, will explain how asking the right questions helps advisors learn more about clients, so they can work towards capturing up to 70% more of their clients’ assets. Join Joseph Trozzo, Vice President, Investment Sales, at Equitable^® as he hosts this Master Class webcast on “Fi-natical Curiosity”.
   
   Featured Speaker: Rob Kochel
   Rob is a Director with Invesco Consulting. This group has earned a reputation within the financial sector as a premier provider of business strategies to the industry. Rob is a national speaker who is recruited for keynote presentations and workshops to share his personal learnings and Invesco Consulting's expertise.
   
   Learn more
   
   Continuing Education Credits 
   This master class 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 13, 2025

4. Take the emotions out of investing

   Investing without letting our emotions take the wheel can be quite a challenge. We've all made decisions based on our feelings rather than logic or financial sense at some point. But following our emotions when investing is a good way to put our investment plan at risk.
   
   When it comes to financial planning, it's crucial to guide clients towards being rational investors who understand that market fluctuations are part of the journey. Even the most steadfast rational investors have found it tough to stay calm amidst recent market volatility. But history reassures us that this too shall pass, and the markets will rise again. The burning question is always, "When?"
   
   While no one can predict the future, an advisors’ role is to help clients grasp that risk management is a cornerstone of any solid investment strategy. Risk is just one of the building blocks in crafting a financial portfolio that can weather both good times and bad.
   
   That’s why Equitable^® has created an emotional investing brochure to help clients manage through extraordinary times.  Download your copy of Take emotions out of investing. We have also included a template letter that you can personalize and use to reach out to clients. To download an editable copy, click here.
   
   Questions? Contact your Director, Investment Sales.
   
   Date posted: April 17, 2025

5. Joe Galbraith recognized as Wealth Professional Magazine 2025 5-Star Wholesaler of the Year Joe Galbraith, Director, Investment Sales at Equitable^®, has been named one of Wealth Professional Magazine’s 2025 5-Star wholesalers. This award highlights his significant contributions to the financial services industry. The 50 individuals, chosen from a large pool of nominees, represent some of the best in the wholesaling business.
   
   Encouraged by his wife to pursue his passion for helping people, Joe transitioned into financial services, spending 12 years as an advisor. He began his current role as Director, Investment Sales with Equitable six years ago. Known for his empathetic service mindset, Joe is deeply committed to understanding and addressing the unique needs of everyone he works with. His collaborative approach and knack for problem-solving make him a valued team member.
   
   Joe's recognition as one of Wealth Professional's top 50 wholesalers underscores his commitment to clients and the industry. In response to this recognition, Joe expressed he is “humbled that advisors value our relationship enough to take the time to nominate me for this recognition. Their support and belief in me mean a great deal, and I’m grateful for the trust and collaboration we share.” 
   
   Join us in congratulating Joe on this achievement!
   
   Date posted: May 1, 2025
    
6. Equitable receives FundGrade A awards for outstanding performance Equitable^® is thrilled to announce that several of our funds have received Fundata FundGrade A awards for their exceptional performance in the first half of 2025.
   
   The FundGrade rating system is a great tool for identifying top-performing funds. This recognition highlights our commitment to providing high-quality investment options to clients.
   
   And the winners are…
   The following funds from Equitable's lineup have received a FundGrade A rating this year:
   
   Pivotal Select:
   • Equitable Life NASDAQ 100 ESG Index Fund Select
   • Equitable Life Fidelity^® Climate Leadership Balanced Fund Select
   • Equitable Life Fidelity^® Global Innovators Fund Select
   
   Personal Investment Portfolio/Pivotal Solutions:
   • Equitable Life Invesco Global Bond Fund
   
   
   An enhanced fund performance page
   Equitable has also introduced several new features to our fund performance page to enhance user experience. These updates include:
   • Printable performance reports: Easily accessible and printable reports for detailed fund performance.
   • Equity and Fixed Income breakdowns: Detailed breakdowns by fund displayed on the Fund Details tab.
   • Fund Category display: Clear display of fund categories on the Fund Details tab.
   • Filter enhancements:
     • New “Risk Rating” filter.
     • New “U.S. Equity” filter.
     • Renamed “Domestic Equity” to “Canadian Equity”.
     • Moved “Index Funds” and “Portfolio Solutions” out of asset class filters into “Additional filters”.
   
   For more information on these funds and their performance, and to see the latest enhancements, visit our Fund Performance page.
   
   Questions? Contact your Director, Investment Sales.
   
   FundGrade A is used with permission from Fundata Canada Inc., all rights reserved.
   Date posted: June 10, 2025
7. Prestige Advisor qualifications MGA
8. Prestige Advisor qualifications WFG
9. Empowering newcomers: Financial basics for a new start in Canada

   How are clients adjusting to life in a new country? Join our upcoming Master Class, "Empowering newcomers: Financial basics for a new start in Canada," to learn how to support them in building financial knowledge and confidence.
   
   We will explore how a lack of credit history, unfamiliar Canadian financial systems, and starting over in a new country can affect financial decisions.
   
   Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an engaging conversation with Dr. Aditya Nain — professor, consultant, MoneySense columnist, and acclaimed multi-disciplinary author.
   
   Together, they’ll uncover actionable strategies and fresh perspectives to empower advisors in guiding new Canadians through the complexities of the financial landscape with confidence and care.
   
   Why attend?
   • Help clients set financial goals & choose the right Canadian accounts and products.
   • Educate clients on tax treatment of investment income.
   • Raise awareness about newcomer scams.
   
   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.
   
   Date posted: September 11, 2025

10. AI – Not a replacement for good judgement

    When it comes to AI, clients’ interests come first   

    Artificial intelligence, or AI, is changing how we work in Canada. It helps us do things faster, makes talking to others easier, and takes care of many daily tasks. As of mid-2025, studies show that more than 68% of Canadian financial firms — including about 15,000 advisors and 2,500 agencies — have already started using AI to stay ahead, reach clients, and handle routine tasks.^_1,2
    
    For financial advisors, AI can be useful and exciting, as long as it’s used wisely and always with client privacy and regulatory compliance in mind.
    
    AI can make your day-to-day work easier but use it with care:
    • Know the risks as well as the rewards
    • Remember, AI is a tool —it can’t replace your expertise and good judgement!
    • When using AI, always protect client privacy and follow the rules
    
    AI is changing how we all work. To help you keep up, we encourage you to stay up to date with industry news and tips about AI. For example, the following recent news article has some helpful tips on using AI safely and effectively in your practice: Using artificial intelligence can pose risks for advisors
    
    When you use AI, stay vigilant and informed, use your good judgement—and always put the client’s interests first.
    
    
    
    ¹Canadian Artificial Intelligence Business Adoption Survey 2025, Finance and Technology Insights Canada.
    ²Financial Advisors & Agency Technology Integration Report, Canadian InsurTech Analytics, July 2025.