Site Search
782 results for visit now PROBLEMGO.com buy a fake terminal illness diagnosis for early release from prison
- Individual Insurance Prestige Advisor Program
-
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 - New Applications & Transaction Authorization Requirements
- Can an advisor transfer their contract under another MGA?
-
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.
- [pdf] Payout Annuity Interest Rate Guarantees (Advisor)
- Online Annuity Quotation
- Online Annuity Quotation
-
Help clients navigate the tax landscape across investment types with Equitable
With tax time in full swing, you’re invited to a helpful webcast that will explain how different investment types are taxed. This will give you simple language you can use to build clearer conversations with clients.
This session will help you explain the key differences between:• Registered plans (which shelter or defer tax):
• RRSP: Contributions offset taxable income. Taxes are deferred until withdrawals are made.
• RRIF/LIF: All withdrawals are taxable.
• FHSA: Contributions, withdrawals, and transfers appear on T4FHSA/Relevé 32.
• TFSA: Helps your investments grow tax-free.• Non‑registered plans (which are taxed yearly):
• Income is taxed each year (not deferred).
• Reporting usually comes through T3 or T5 slips.
Host: Taylor Tatay, Director, Investment Sales
Guest Speaker: Chris Petroff, Individual Wealth Product Strategy ManagerLearn 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: March 18, 2026 - Fidelity Investments Canada