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  1. When we grow together, success is mutual

    Equitable® announces the return of its popular Step Up Your Wealth sales campaign! Again, this year, we are rewarding advisors who promote Equitable’s Savings & Retirement products to both existing and new clients, as part of a comprehensive investment strategy.

    At Equitable, we offer a complete range of investment products designed to meet the savings, accumulation, and income needs of Canadians. Our strength as a mutual company, combined with our diverse lineup of competitive solutions, can help clients achieve their financial goals with confidence.

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    Join us and take advantage of the opportunity to grow clients’ wealth while being rewarded for your efforts. Together, we can help Canadians achieve their financial dreams. For more information, visit our website or speak to your Director, Investment Sales today.

    *The bonus amount will be calculated at the end of 2025 based on net deposits. The bonus will be paid within 90 days following December 31, 2025. Maximum bonus payable is $100,000 for re-qualifying Elite advisors; $75,000 otherwise. 1 Re-qualifying Elite advisors are advisors who attained Elite status at the end of 2024 and maintain Elite status at the end of 2025. To attain Elite advisor status, an advisor must have $1,250,000 in gross deposits in at least five policies or $10,000,000 in assets. For re-qualifying Elite advisors that reach $10,000,000 or more in net deposits in both 2024 and 2025, the maximum payment is $200,000. Equitable reserves the right to end or after the Step Up Your Wealth sales campaign at any time and without notice.

    Date posted: January 6, 2025
     
  2. [pdf] Do you know Darren
  3. Advisor Guide
  4. 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

  5. Death Claim Requirements
  6. 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.
     
  7. [pdf] Equitable GIF FHSA Application
  8. [pdf] Pivotal Select Contract and Information Folder
  9. [pdf] Pivotal Select Application - FHSA
  10. [pdf] Prescribed Annuities: Tax-Efficient Retirement Income