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FHSA conversations that move clients closer to home
Today’s first‑time homebuyers face higher housing costs, rising interest rates and the challenge of saving while renting. A recent survey suggests two-thirds of Canadians still dream of owning a home despite a challenging market1. As advisors, you can play a critical role in helping clients navigate these realities and make informed, tax‑efficient decisions.
Join us for a webcast focused on the First Home Savings Account (FHSA) and how it can be integrated with other savings vehicles to support clients on their path to home ownership.
You’ll learn:
• FHSA basics like eligibility, contribution limits, deductions and withdrawals.
• How the Home Buyers’ Plan via RRSPs, TFSAs and non-registered savings accounts work together with an FHSA.
• Practical planning ideas using real‑life client scenarios.
• How Equitable® can support you with FHSA solutions and advisor tools.
This session will help you confidently position the FHSA within a broader savings and home‑buying strategy, even for clients who may be unsure when or if they’ll buy.
Date: Wednesday, June 17, 2026
Time: 2:00 p.m. ET | 11:00 a.m. PT
Duration: 1 hour
Host: Joseph Trozzo, Investment Sales Vice President, Equitable
Speaker: Ally Kulak, Inside Sales Associate, EquitableStrengthen your FHSA planning — register now! Help clients move closer to their first home.
1 www.investmentexecutive.com
Continuing Education Credits
This webcast has been accredited for 1.00 Life continuing education (CE) credit via the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. 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: June 3, 2026 - New Applications & Transaction Authorization Requirements
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First Home Savings Account Webcast
Join us for the Equitable Life® First Home Savings Account (FHSA) webcast to learn:
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• Who is eligible
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• Contribution limits
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• Making withdrawals
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• How FHSA compares to an RSP and TFSA
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• Practical applications
Posted September 14, 2023
Help make a client’s dream of homeownership a reality.
Learn more
Continuing Education Credits
This webinar has been accredited for 1.00 Life continuing education (CE) credit with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
® denote a registered trademark of The Equitable Life Insurance Company of Canada
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- Retirement Income Fund & Life Income Fund
- [pdf] EquiLiving Claims Experience
- [pdf] Corporate Preferred Retirement Solution (corporate borrowing) Checklist
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Message from Ron Beettam
As COVID-19 continues to spread, we want to reassure you that we remain ready and committed to support you and your clients.
We have a robust and well-tested business continuity plan in place and our business is almost 100% digital. Almost 90% of our employees are now working remotely from home and are maintaining the high level of service you have come to expect from us. We still have a fully functioning Document Services Centre that is managing our incoming and outgoing mail. Our sales and customer service teams remain open to support you and your clients.
Equitable Life’s online application process, EZcomplete®, offers non face-to-face capability and continues to be your go-to resource for managing your business virtually. We are receiving a record number of online applications and are committed to helping you maintain a certain degree of daily activity. EZcomplete® non-face-to-face works for all life, critical illness and segregated fund applications.
Advisors will be pleased to know that we have increased non-medical limits for life insurance. We are also looking at other underwriting changes, digital delivery of life insurance contracts and additional digital payment options.
Our Savings & Retirement advisors will find our new Transaction Authorization Requirements table a valuable resource for submitting forms and documents. Can’t meet with your client in person to get a signature? Not to worry. You can have your client sign a letter of direction and take a picture to authorize a number of transactions.
Transacting in a non face-to-face environment can be a challenge but we will continue to revisit existing processes and look for ways to modify requirements to help you to continue managing your business. All of us are facing an unprecedented number of urgent situations where there is no established protocol. Our commitment to you and your clients is to respond quickly, and to be flexible where we can, tailoring solutions to specific needs.
To stay up-to-date, please refer to Equitable Life’s COVID-19 information page. There you will find the latest information for all lines of business.
As the global situation continues to evolve rapidly, we ask for your patience as our solutions also evolve quickly and accordingly. Rest assured that Equitable Life is unwavering in our support, and we will be here to help you protect what matters most to Canadians.
Ron Beettam, President and CEO