Equitable Life
October 10, 2023 - Michael Ricketts: First Home Savings Account
June 7, 2023 - Katherine Hill:
June 7, 2023 - Stratégie du transfert de patrimoine intergénérationnel
Feb. 15, 2023 - Brent Swatuk and Giuliano Savini
Bolstering the Corporate Balance Sheet - Brent Swatuk
Bolstering the balance sheet - Slides
Segregated funds for Business Owners - Giuliano Savini
Seg funds for business owners - Slides
September 2023, IDC WIN Fall Education Days
Cory Murphy - Strong and stable dividends with Equimax participating WL
Giuliano Savini - FHSA Platform
April 2023, IDC WIN Spring Education Days
Equitable Life - Mississauga Presentation - Next Generation Planning-Life Insurance for Juveniles
Equitable Life - Calgary &Edmonton Presentation - Equiliving Critical Illness
Equitable Life - Vancouver Presentations
January 2023, IDC WIN Launch
Brent Swatuk - The size of the pile doesn't matter near as much as the net spendable wealth you have! - Slides
