GrowthMomentum Equitable Life of Canada is expanding its offerings with new Guaranteed Investment Funds and a national biosimilar switching program, signaling opportunities to cross-sell investment products, risk management solutions, and pharmacy/benefits optimization services to group clients and advisors.

LeadershipHiring A new Executive Vice-President and Chief Investment Officer joined in 2025, indicating strategic shifts in investment management and portfolio strategies—an opening to discuss advanced investment analytics, governance, and advisory services for institutions and large clients.

TechDrivenAdv A modern tech stack including automation, digital benefits platforms, virtual healthcare, and secure cloud tools suggests a receptivity to enterprise-grade security, data analytics, CRM automation, and user experience improvements for advisors and employer benefits programs.

GroupBenefitsFocus Frequent launches of group benefits innovations such as EZBenefits and fully digital BenefitsApply point to a strong emphasis on employer-based solutions, presenting sales opportunities for integrated benefits administration, digital enrollment, and healthcare program optimization.

StrategicPartnerships Past collaborations with Dialogue Health Technologies and advisor partnerships imply openness to ecosystem partnerships; leverage this to propose co-branded programs, telehealth integrations, and joint marketing with intermediary networks.