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  1. 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

  2. From Discovery to Action: Financial Planning Essentials for Newcomers Are you ready to deepen your understanding of newcomers’ financial needs? Join our December Master Class, “From Discovery to Action: Financial Planning Essentials for Newcomers,” — the second part of our September Master Class series on the topic of newcomers and learn how to guide new Canadians through their first year in Canada with empathy and expertise.

    We will explore strategic, empathetic discovery questions and provide practical tools to help advisors interpret newcomers’ responses in the context of their financial priorities.

    Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, for an engaging conversation in our second session with Dr. Aditya Nain — professor, consultant, MoneySense columnist, and acclaimed multi-disciplinary author.
    Together, they will share actionable strategies and new perspectives to help advisors confidently and compassionately guide newcomers through the complexities of financial planning in Canada.

    Why attend?
    • Use empathetic questions to understand newcomers’ needs.
    • Map priorities to a simple 12-month financial plan.
    • Build tailored plans for banking, credit, insurance, and investments.

    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.
  3. Begin the year with clarity and insight Join us for an engaging and informative session hosted by Joseph Trozzo, Vice President of Investment Sales at Equitable®.

    Featured speakers

    Cam Crosbie, Executive Vice President, Individual Wealth
    Opening the session with “How Are We Feeling About 2026?”, Cam will share key insights on strategic initiatives, Equitable’s product roadmap and organizational priorities for the year ahead.

    Dave Irwin, AVP, External Fund Management
    Dave will lead a dynamic panel discussion on portfolio strategies and our exciting new product lineup for 2026, featuring the following distinguished fund managers:

    - Sajan Bedi, CFA, VP & Co‑Portfolio Manager, Canoe Equity, Asset Allocation & Enhanced Income
    - John Burrello, CFA, Senior Portfolio Manager, Invesco Global Strategies, Global Equity Income Advantage
    - Bill Zox, CFA, Portfolio Manager, Franklin Brandywine US High Yield Fund

    Closing highlights

    Joseph Trozzo will wrap up with an interactive Q&A, guiding the panel as they address your questions and share insights. We’ll conclude with an introduction to the Step Up Your Wealth and Elite Advisor programs for 2026.

    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.
     
  4. Path to Success Module 3
  5. 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.
     

    Strengthen your FHSA planning. Help clients move closer to their first home. Learn more


    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
  6. About
  7. Update: Employment Insurance (EI) Sickness Benefit Extension As it proposed in its 2022 Budget, the federal government has confirmed it is extending the Employment Insurance (EI) Sickness Benefits period from 15 weeks to 26 weeks later this year. The official implementation date and details have not yet been confirmed by the government and we will share further details once they are available. In the meantime, here’s what you need to know.
     
    We will not require or implement any changes to our disability plan designs based on this extension. However, plan sponsors may wish to amend their short-term disability (STD) and long-term disability (LTD) plans and policies to align with the new 26-week EI period. 

    Impact to short-term disability (STD) benefits integrated with EI

    Plan sponsors with EI-integrated STD may wish to adjust their benefits to line up with the new 26-week extension. 

    Impact to plans with no STD benefits

    For plan sponsors who do not offer STD, they have the option of adjusting their LTD plans to the new 26-week elimination period if members claim EI prior to LTD. This adjustment would help to avoid the plan member receiving disability and EI payments at the same time and potentially being required to return funds due to overpayment. 

    Considerations for plan sponsors

    Plan sponsors who amend their STD or LTD policies to align with the new 26-week EI period should note that there may be inadvertent delays to their employees’ return to work. While collecting EI, injured or ill employees do not benefit from our early intervention services or rigorous claims management practices that could help them get back to work sooner. So, by delaying the availability of STD or LTD coverage, the advantages that these programs are intended to provide could also be delayed. 

    Impact to Premium Reduction Program (PRP)

    The Premium Reduction Program (PRP) allows employers with eligible short-term disability plans to pay lower EI premiums. The eligibility criteria have not changed at this time. The government plans to review the PRP in 2024.

    Questions

    If you have questions about these changes or what they mean for your clients’ disability plans, please contact your Group Account Executive or myFlex Sales Manager.
     
  8. Dialogue Virtual Healthcare now available to add to Equitable Life benefits plans

    We’re pleased to announce we are partnering with Dialogue, Canada’s leading virtual health provider, to offer unlimited and on-demand virtual access to primary healthcare practitioners.
     
    Virtual Healthcare is the latest addition to our HealthConnector suite of health and wellness services. It is available to add to all Equitable Life benefits plans for an additional cost as of July 1, 2023.

    Features of Dialogue Virtual Healthcare
    Available 24/7, 365 days a year, Dialogue Virtual Healthcare provides access to unlimited non-urgent medical care for a wide range of health concerns. Plan members get fast access to the largest, most experienced and bilingual medical team in Canada for non-urgent medical issues. They also benefit from in-app prescription renewals and refills, personalized follow-ups after every consultation, and concierge-level navigation support for all referrals to in-person specialists when needed.

    Dialogue’s industry-leading platform provides an all-in-one patient journey to address health issues, reducing long wait times and time away for doctor appointments. Plan members and their families can access Dialogue Virtual Healthcare through the secure web portal or mobile app. The Dialogue medical team includes doctors, nurse practitioners and nurses. Plan members can use the service even if they’re already receiving care from a family doctor.


    Benefits of Virtual Healthcare

    For your clients
    By providing access to Virtual Healthcare, plan sponsors can help to:

    • Drive employee engagement;

    • Reduce absenteeism related to in-person medical appointments;

    • Manage chronic health issues;

    • Attract and retain top talent; and

    • Build a healthier workforce.

    For their plan members
    By providing easier access to primary healthcare practitioners, Virtual Healthcare can offer extra health and wellness support for plan members. It also supports members that may experience barriers to accessing in-person healthcare, such as:

    • Living in a remote location;

    • Work or family obligations during standard medical clinic hours;

    • Mobility challenges related to a disability; and

    • Transportation challenges.

    Learn more about bringing Dialogue Virtual Healthcare to your clients
    Click the link to learn more about Dialogue Virtual Healthcare : Welcome to Dialogue!

    Questions?
    To learn more about how your clients can add Virtual Healthcare to their benefits plan, please contact your Group Account Executive or myFlex Sales Manager.
  9. This year’s RSP deadline is March 2, 2026


    RRSP deposits to be considered for the 2025 tax year must be:
    • Dated March 2, 2026, or before
    • Must be submitted to Head Office in good order by March 6, 2026, by 4:00 p.m. ET

    RRSP applications to be considered for 2025 contribution year must be submitted in good order by:
    • March 2, 2026, 11:59 p.m. ET

    RRSP B2B Loans:
    • RRSP loan deposits must be received from B2B by March 13, 2026, by 4:00 p.m. ET
    Note: Transactions submitted after these dates will not receive a 2025 contribution receipt


    Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end.

    Have you started talking to your clients about their Registered Retirement Savings Plan (RRSP) contributions yet? Equitable® has a range of RRSP solutions that can help meet their needs, including:

    Tools and materials to help you start the conversation
    Most clients genuinely want to save for retirement, but intentions alone aren’t enough—they need a plan. As their trusted advisor, you can help them understand why making their RRSP a priority is an important step toward long‑term financial security.

    To support those conversations
    Most clients genuinely want to save for retirement, but intentions alone aren’t enough—they need a plan. As their trusted advisor, you can help them understand why making their RRSP a priority is an important step toward long‑term financial security.

    To support those conversations, we’ve pulled together helpful tools and marketing materials that show how an Equitable RRSP can make a meaningful difference in reaching their retirement goals. Resources include: And don’t forget…

    From January 1 to March 2, 2026, when clients open or add money to an Equitable TFSA or RRSP, they’ll automatically be entered into Equitable’s Snowball Your Savings contest. Two lucky clients will win — and their advisors get to celebrate too!
  10. Total Cost Reporting: understanding what's coming next