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  1. Equitable Life Savings & Retirement Webinar Series featuring Franklin Bissett Investment Management  

    In 2022, Equitable Life’s S&R team will continue to spotlight various aspects of our competitive fund line up and product offerings. Each webinar in the series features a new topic. The series also gives advisors an opportunity to: learn more about various products and product features, hear from industry professionals, learn about investment strategies; and so much more.

    This month, Equitable Life welcomes Les Stelmach, Senior Vice President, Portfolio Manager; Ryan Crowther, Vice President, Portfolio Manager; and Andrew Buntain, Vice President, Institutional Portfolio Manager, from the Franklin Bissett Investment Management team.
     

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    Moderated by Andrew, Les and Ryan will discuss the Equitable Life Bissett Dividend Income Fund Select, and its goal of providing investors high current income by investing primarily in Canadian and American dividend paying preferred and common stocks.
     

  2. Mark Schmehl from Fidelity Investments talks special situations and global innovators with Equitable  ***EXCLUSIVE TO EQUITABLE ADVISORS***

    This month, Equitable® welcomes Mark Schmehl, Portfolio Manager from Fidelity Investments Canada®, who will highlight the Special Situations and Global Innovators fund portfolios.

    Equitable’s Savings & Retirement webcast series spotlights various aspects of our competitive fund lineup and product offerings. This series will give advisors an opportunity to: 
    • learn more about various products and product features, 
    • hear from industry professionals, 
    • learn about investment strategies; and so much more. 
     

    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 webinar presentation console to download your personalized certificate form the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. 

    Date posted: September 11, 2024
  3. Generating client policy information is easy with Equitable Did you know that Equitable® makes it easy to create a report with client policy information using Policy Inquiry? This tool makes a simple PDF that gives advisors and clients all the policy details they need to talk about investment goals.

    Key features of the Policy Inquiry tool:
    •  Exclude “Advisor Only Information” sections: Customize the report by leaving out sections meant only for advisors.
    •  Access active links to fund pages with risk ratings: Quickly go to fund pages and check risk ratings from the report.
    •  View calendar and compound returns: See a clear picture of a client's investment performance history with detailed return information.
    Generate the report just before meeting with a client to have the most current information. You can find this tool in the top right corner of the client’s policy page on EquiNet®. It is a great takeaway or follow-up item for client meetings.

    Clients can also access their policy information report anytime through Client Access®. Remind clients that they can view the report online as well.
    For more information please contact your Director, Investment Sales. 

    Date posted: June 17, 2025
     
  4. Canoe Financial
  5. EZtransact Training and Resources
  6. New segregated fund sales charge option from Equitable Life of Canada
    On December 7, 2020 Equitable Life® will add a new No Load CB5 (NL-CB5) sales option with a 60-month chargeback schedule to the Pivotal Select™ segregated funds lineup. This new sales charge option complements the recently launched No Load CB (NL-CB) option which has a 36-month chargeback schedule.

    This new sales option for Pivotal Select gives you and your clients five sales charge options to choose from: Low Load (LL), No Load (NL), No Load CB (NL-CB), No Load CB5 (NL-CB5) and Deferred Sales Charge (DSC). The addition of NL-CB5 provides an option for those advisors who want to increase the upfront portion of their commission. The benefit to clients is no Deferred Sales Charge to contend with.  If your client chooses to withdraw funds within 5 years after purchase, there is a chargeback of commission to you.

    By offering five sales charge options, the choice between three distinct guarantee classes (Investment Class (75/75), Estate Class (75/100) and Protection Class (100/100)), and a diverse selection of investment funds, the Pivotal Select contract provides the flexibility to build an investment solution that meets the needs of your clients.

    Need to meet with your client online? Our EZcomplete® application makes it easy to process your non-face-to-face applications and do business with Equitable Life. EZcomplete gives you the option to conduct your non face-to-face business easily and quickly, enabling your clients to provide their signature remotely on their own device.

    For more information about Equitable’s NL-CB5 or any of Equitable’s products, contact your local Regional Investment Sales Manager or our Advisor Services team at 1.866.881.7427 Monday to Friday 8:30 a.m. – 7:30 p.m. ET or email savingsretirement@equitable.ca.
     

    To learn more, click here. 

  7. Equitable Life webcast series presents Mackenzie Investments featuring Arup Datta


    Arup will discuss Equitable Life® Mackenzie Emerging Markets Fund Select along with the fund's people, philosophy, process and performance. 

    Join your host, Cam Crosbie, Vice President, Savings and Retirement, and Arup Datta, MBA, CFA, Senior Vice President, Head of the Global Quantitative Equity Team for Mackenzie Investments.

     

    Learn More


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    Equitable Life continues to spotlight various aspects of our competitive fund lineup and product offerings. This series gives advisors an opportunity to: 
    •  learn more about products and product features, 
    •  hear from industry professionals, 
    •  learn about investment strategies; and so much more. 


    Continuing Education Credits
    This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar 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. This webcast is available in English only.

    ® denote a registered trademark of The Equitable Life Insurance Company of Canada
  8. 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.
     
  9. New Individual Wealth tools to support client conversations


    Equitable has new resources now available on EquiNet® — each designed to help support client conversations and make it easier to explain investment strategies in a clear and meaningful way. 

     

    Introducing our fund manager spotlight pages 

    You can now find spotlight pages for every fund manager on the Equitable Guaranteed Investment Funds™ platform. Each page will help you get to know each manager’s vision, investment philosophy and mission. 



    Quickly access: 

    • An overview of each fund manager  

    • Mission and investment approach 

    • Available funds on Equitable GIF 

    • Additional value-added content — including videos, helpful links and more. 

     

    New sample portfolios to help guide client discussions

    A new set of sample portfolios designed to help illustrate how different investment styles might align with a client’s goals are now available. These are not recommendations — they are conversation starters. Use them to help clients visualize: 

     

    • How their strategy could look in practice. 

    • Trade-offs between different investment styles. 

    • How various approaches could support long‑term planning. 


    Have questions or want support navigating any of these new resources? Contact your Director, Investment Sales today. 

  10. Invesco