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  1. Administration Reference Guide for Individual Wealth
  2. Instructions
  3. Critical Illness Path to Success Program Instructions
  4. Do you have clients considering a First Home Savings Account in 2024?

    We want to help clients save money for their first home. A First Home Savings Account (FHSA) is a registered plan allowing prospective first-time homebuyers to save for their first home tax-free up to $8,000 a year or a lifetime contribution limit of $40,000.

    With the Equitable® FHSA, 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!

    To open a FHSA or DIA/GIA for clients, log in to EZcomplete®, our highly rated online application tool. It is easy to use, convenient, and fast.  

    For more information on FHSA or DIA/GIA, including a FAQ and client materials, visit EquiNet® or contact your Director, Investment Sales.   

    Date posted: October 16, 2024

  5. Navigating the current market
  6. Anytime. Anywhere! Equitable Client Access
    At Equitable Life®, we know that managing your clients’ requests can keep you busy. We also know providing the opportunity for your clients to self-serve can allow you to focus on their future. That’s why our online client site, Equitable Client Access ensures your clients have all the information about their individual investment and insurance policy information that they need, right at their fingertips.
     
    Our secure client site gives your clients access to:
     
    • Tax Slips *NEW*
    • Coverage and guarantees
    • Investment allocation, performance, and market values
    • Pre-authorized payment information
    • Transaction history
    • Beneficiary information
    • Statements and letters
    • Advisor’s contact information
    • Banking or payment information  


    Sign up by December 31, 2021.

    Encourage your clients to login or register today!   
    client.equitable.ca

     
    If you have any questions about Equitable Client Access, we are here to help. Contact us Monday to Friday from 8:30 a.m. to 7:30 p.m. at 1.866.884.7427.

    ® and TM denote trademarks of The Equitable Life Insurance Company of Canada
  7. [pdf] Daily/Guaranteed Interest Account Application - TFSA
  8. EZ Upload
  9. [pdf] Mackenzie Global Tactical Bond Fund