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  1. [pdf] Homewood Health Employee and Family Assistance Program
  2. Administration Reference Guide for Individual Wealth
  3. [pdf] Equinet FAQ
  4. EquiNet-FAQ
  5. [pdf] Equitable HealthConnector
  6. [pdf] 10 great reasons to choose Equitable for large case clients
  7. Getting a tax refund is exciting, but should it be?
    Do clients know that when a tax refund is issued, it means they are giving the government an interest-free loan? If a client receives a tax refund, it may mean the client’s employer is withholding too much tax.  Here’s how to change that.

    The client can complete and submit Canada Revenue Agency (CRA) form T1213 (Request to Reduce Tax Deductions at Source).

    The client will indicate which regular deductions and non-refundable tax credits to qualify for. These would include things like regular Registered Retirement Savings Plans contributions, childcare expenses, etc. When approved by the CRA, the client will see more money on every pay. A client might even want to make this request to reduce the tax withheld if a large bonus or vacation pay is anticipated.

    Encourage clients to use the additional cash flow to increase monthly contributions, support a Retirement Savings Plan or Tax-Free Savings Account or repay an investment loan. Increasing savings each year – even by a small amount – can have a substantial impact on retirement savings. For additional questions, contact your Regional Investment Sales Manager.
  8. 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
    We’ll be sure to keep you posted when the FHSA is available with Equitable Life.

    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.
  9. 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

  10. 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