Canada Post Labour Strike: What you need to know

No postal service? No worries. Equitable^® has electronic options that make doing business with us easy and seamless and will help to prevent delays in the event of a postal strike.

September is Life Insurance Awareness Month

As an advisor, you play a key role in helping clients make the right choices to protect the people and things they care about. At Equitable, we’re committed to supporting you in guiding clients through these important decisions.

In case you missed it… read our life insurance as an asset class article

The concept of viewing life insurance as an asset class only became mainstream in Canada 12 years ago, after Wayne Miller, BMATH, ASA, made the case for it in an industry magazine article.

Has anything changed in the past decade?

Large insurance case? Expert help starts here.

We are thrilled to share the third episode of Ask our Experts featuring Mark Warywoda, Public Investments VP. Watch it now!

EZtransact: Your digital edge for client requests

Advisors, are you using EZtransact^® yet? It’s the simple, secure way to submit client requests online—fast and frustration-free.

Empowering newcomers: Financial basics for a new start in Canada

If you missed the live Equitable Individual Wealth Webcast “Empowering newcomers: Financial basics for a new start in Canada”, catch up On-Demand.

New and improved online calculators

Individual Wealth is excited to announce the launch of eight refreshed and enhanced online calculators! These tools are designed to help advisors and clients make more informed and accurate financial decisions.

AI – Not a replacement for good judgement

For financial advisors, AI can be useful and exciting, as long as it’s used wisely and always with client privacy and regulatory compliance in mind.