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The Equitable Life FHSA is coming!
We want to help clients save money for their first home. We’re working on offering the Equitable Life® First Home Savings Account!
A First Home Savings Account (FHSA) is a registered plan allowing prospective first-time home buyers to save for their first home tax-free (up to certain limits).
Highlights:- Must be a Canadian resident
- Minimum of 18 years of age
- Annual contribution limit of $8,000 with a lifetime limit of $40,000
- Contributions are tax deductible (like an RRSP)
- Qualifying withdrawals are tax-free (like a TFSA)
- Must be a first-time home buyer (has not owned a home in which they lived during the current or preceding four calendar years)
- Unused FHSA proceeds can be transferred on a tax-deferred basis to an RRSP or RRIF
For more information contact your Regional Investment Sales Representative.
Date posted: April 11, 2023
™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada. -
Responsible investing classification on Equitable Life Pivotal Select funds
Recently, the Canadian Investment Funds Standards Committee (CIFSC) classified responsible investing funds under its RI identification framework. The goal of the framework is to help investors and advisors identify and compare responsible investing funds.
We’re pleased to share that the following funds have been assigned multiple responsible investment classifications:• Equitable Life NASDAQ 100 ESG Index Fund Select
• Equitable Life S&P 500 ESG Index Fund Select
• Equitable Life S&P/TSX Composite ESG Index Fund Select
• Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select
• Equitable Life Fidelity® Climate Leadership Balanced Fund Select
• Equitable Life Fidelity® Climate Leadership Fund Select
You can find the new responsible investment classifications for our funds by visiting our Fund Information webpage. After selecting a fund with the “Sustainable Investment” icon, the classifications can be found on the right side of the webpage or fund profile PDF:
™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
Posted: June 26, 2023
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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 -
Equitable’s New Brand – The Power of Together!
On November 1, 2023, we unveiled our new brand and announced the shortening of our brand name to Equitable®. The rebranding includes a fresh new look, and a forward-looking vision for the future – one that honours our 103-year history and our unwavering commitment to clients.
As we start 2024 with a renewed sense of purpose and commitment to clients, together with you, we are more determined than ever to provide more value and impact – to protect today and prepare tomorrow for our clients.
“At Equitable, we champion the power of togetherness. It’s a mindset that drives our behaviours, decisions, and actions to power equitable outcomes for our clients, advisors, and partners,” said Fabien Jeudy, President, and CEO, Equitable.
View the Power of Together video to learn more about Equitable’s renewed purpose and dedication to clients:
View on Vimeo
Questions about our new brand? Please contact your Equitable wholesaler or visit equitable.ca.
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada. -
FasatWeb Upgrade Implementation
At Equitable, we are making continuous improvements to our advisor services. We are excited to share some upcoming enhancements to FasatWeb—Equitable’s compensation inquiry system.
What’s new?
On January 20, 2024, Equitable is implementing changes to FasatWeb. These changes include:
● Single sign-on has been enabled. Once you log into EquiNet, you won’t have to log in again to access Compensation Inquiry.
● Compensation Inquiry (FasatWeb) can be accessed using MS Edge, Chrome, or Firefox. Compensation Inquiry will no longer run on Internet Explorer.
● Compensation Inquiry screens will now have a new look and feel.
● Two new features have been added to the Activity Analyser, as are highlighted in the image below:
1. Advanced Export—an Advanced Export button has been added to the upper right side of the page, allowing you to export all query results.
2. Column visibility—the new Column visibility tab allows you to choose which columns you’d like to display in your PDF or print request.
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And the winners of Equitable’s New Year’s Resolution, New Year’s Contribution Contest are…
A big thank you for making Equitable’s New Year’s Resolution, New Year’s Contribution contest a huge success.
Clients who made a contribution between January 1 and February 29, 2024, to their Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or First Home Savings Account (FHSA) could win $5,000 and the advisor could win $1,000.
As a special thank you to our clients and wonderful advisor partners we’ve tripled the fun and appreciation to three prizes.
We’ve now completed the draws and are thrilled to announce the following winners:-
Client: Winnie C., Ontario
Advisor: Rebecca M., Ontario -
Client: Eunice D., Alberta
Advisor: Diamond O., Alberta -
Client: Loyda A., Alberta
Advisor: Michael V., Alberta
Congratulations to our winners!
From all of us at Equitable, thank you for your trust and partnership.
Date posted: April 24, 2024
® or ™ denotes a trademark of The Equitable Life Insurance Company of Canada. -
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EquiNet email verification starting October 21
Starting October 21, 2023, advisors will be asked to verify or update the email we have on file when logging into EquiNet®. The purpose of verifying your email address is to enable multi-factor authentication in the future and enhance advisor communications based on accurate email addresses.
Instructions:-
Log into EquiNet with your username and password.
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You will be redirected to the "Verify Email" page. Choose to verify or update your email address.
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Check your email for the verification link.
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In the email select "Verify Email" within 24 hours of receiving the email.
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Once you have verified your email and are logged into EquiNet, you will return to the EquiNet home screen and a success message will display.
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You will receive a confirmation email that you have verified your email address.
® denote trademarks of The Equitable Life Insurance Company of Canada.
Thank you for your cooperation.
Posted October 4, 2023 -
- [pdf] David Hutchinson Bio
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November is Financial Literacy Month
Equitable® wants to mark Financial Literacy this November. Created by the Financial Consumer Agency of Canada (FCAC), the campaign this year is “Money on your Mind. Talk about it!”
The FCAC is challenging Canadians to do one thing to boost their financial confidence. One of those things includes asking questions to a trusted financial advisor. That’s, you! Be ready this year to answer anything from retirement savings, home ownership, annuities, estate planning, Daily and Guaranteed Interest Accounts, segregated funds and more.
Need help? Contact your Director, Investment Sales to get started. At Equitable, we believe in the power of together.
Have questions about the upcoming tax season or need tips to help manage and grow your business? If you missed our recent webcast with our Operations and Digital Experience teams, click here to learn more.
® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
Posted November 5, 2024