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  1. There is still time to set up a First Home Savings Account in 2024

    A First Home Savings Account (FHSA) allows prospective first-time homebuyers to save for their first home. The plan is tax-free and allows annual contributions up to$8,000 a year or a lifetime contribution limit of $40,000. If you have a client who wants to buy a first home, start them on their path to home ownership with a FHSA.

    With Equitable’s FHSA or Daily/Guaranteed Interest Account (DIA/GIA), they can put their money to work right away. Available on Pivotal Select™ Investment Class(75/75) and Pivotal Select Estate Class (75/100) and Daily/Guaranteed Interest Account (DIA/GIA), Equitable offers clients an array of investment products to suit their individual needs and risk tolerance.

    Do not wait. Get clients started today!

    For more information on FHSA or DIA/GIA, including a FAQ and client materials, visit EquiNet® or contact your Director, Investment Sales.   

    Date posted: November 13, 2024

  2. [pdf] Three steps to packaging large cases for success
  3. Instructions
  4. Forget the password. Create your EquiNet passkey today. Passkey technology lets you log in to your EquiNet account securely using your face or fingerprint, removing the need for a password. Your biometric data stays safely on your device, making passkey a simple, fast, and highly secure way to access your account. You may already be using passkey on your personal devices.
     
    Ready to get started? Watch the video to learn how to create a passkey on your mobile device. Starting this December, if you choose to continue to log in using your email address and password, you may also be required to enter a one-time passcode that’s sent to your email.
     
    Important! Protect your credentials.
     
    In 2026, all your Equitable® accounts will use the same credentials to log in.
     
    Remember that you have personal information in your Client Access® and EquitableHealth.ca® accounts. To keep your personal information private and safe, make sure you’re the only one using your login credentials.
     
    Watch for ongoing communications and updates about how Equitable is helping to protect your information.
     
  5. Critical Illness Path to Success Program Instructions
  6. Turn ‘time in the market’ into client momentum


    If clients are saving for a first home, contribution frequency matters. A simple compounding lesson helps them understand why bi‑weekly FHSA deposits can build balances faster than monthly contributions and gives you a natural bridge to Equitable’s Grow Your Way Home contest this summer.


    Reinforce that bi‑weekly vs. monthly is about time in the market and consistent behaviour, not market timing. Here are a few talking points to reinforce with clients:

    1. “Earlier dollars work longer.”
      Bi‑weekly contributions get part of the money invested sooner than a month‑end deposit, giving those dollars more days in the market.

    2. “More deposits create more compounding moments.”
      Each deposit can begin earning right away and those earnings can earn too. More frequent contributions increase opportunities for that “interest on interest” effect.

    3. “Make it effortless.”
      Align contributions to clients’ paydays. Automating bi‑weekly deposits helps build habit, removes friction and keeps clients steadily moving toward their first home savings goals.

     

    As you continue FHSA conversations this summer, remind clients that contributing more frequently can get their money working sooner. And from May 1 to August 31, 2026, opening an Equitable FHSA account, contributing to their Equitable FHSA, or setting up recurring deposits to their Equitable FHSA earns automatic entries in Equitable’s Grow Your Way Home contest.

    Use EZcomplete® and EZtransact® to keep contributions seamless and connect with your Director, Investment Sales for additional support, tools and ideas to help you continue these conversations throughout the summer.

     

    ® 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. [pdf] Equitable Guaranteed Investment Funds – Estate Class
  8. What’s the story behind Equitable’s new brand? We are excited to share some more insight into the news of Equitable’s new brand.
     
    Our new brand isn’t just a logo change.
    Our new brand reflects our deeply rooted dedication to our clients. Over the next year, we will make the transition to our refreshed look.  The new brand illustrates our focus on strong partnerships and making it even easier for you to do business with us. 
     
    Check out the Beyond the Logo video featuring our executive team sharing how the new brand embodies our commitment to advisors.
     
    We’ll provide more details on the changes we’re making, and we welcome you to join in the journey. Please reach out to your Equitable point of contact or visit equitable.ca to learn more.

    Posted December 4, 2023
  9. Equitable Savings & Retirement Division rebrands as Individual Wealth The Equitable® Savings & Retirement division has a new name: Individual Wealth.

    This change reflects how the division has grown. Over time, we have added more services and tools to help clients reach their financial goals. Our new name shows this broader focus.

    Why “Wealth”?
    The word “Wealth” means more than just saving for retirement. It includes investing, estate planning, tax strategies, and preparing for life events. It better describes our more holistic approach to wealth management.

    This update is more than just a name change. It shows our strong commitment to helping clients in new and better ways. Over the coming months you’ll notice changes across our materials, website, and contact details as we roll out this transformation. As we move forward as Individual Wealth, our commitment to supporting your business remains stronger than ever — because when we grow together, success is mutual.

    If you have any questions, feel free to reach out to your Director, Investment Sales.

    Date posted: July 24, 2025


     
  10. Advisor Code of Conduct - Updated! Our Advisor Code of Conduct sets out Equitable Life's expectations of advisors in dealing with clients and other stakeholders. The Code of Conduct forms part of your contractual relationship with us.

    We have updated our Code to clarify specific expectations to help you meet regulatory compliance requirements, support your needs-based sales, and treat customers fairly.

    Please review our updated Advisor Code of Conduct.