Jeff and his team flip the script— putting advisors and clients first.
For Meredith it’s not about the time on the phone, it's about the care she gives.
Nafeeza knows that partnering with advisors is how we help them succeed. When they succeed, clients do too.
Everyone needs someone to believe in them. Meredith helps clients realize their potential.
Yanesha takes pride in delivering exceptional service with each moment.
With his small-town values and a first-name basis approach, Jamie builds trust and treats clients and advisors like family.
Advisors have a tough job. Rob knows it and his team knows it. With the help from his CEO, Rob and his team are on a mission to make an advisor’s job easier every day.
Making complex things simple is anything but simple. For Chantal, it’s worth it.
Sofia shares what it takes to get it right. From first outreach to the ongoing investment in partnerships to deliver a positive impact.
Joe is a passionate guy. Discover how passion translates into earning the trust of advisors – because they deserve it.
For Nicole being unscripted creates real, genuine conversations with clients.
Meaningful interactions start with people who genuinely care, like Aliya.
At Equitable we are committed to making moments matter for our advisors and clients.
At Equitable, we believe in the power of working together. It's a mindset that drives our behaviours, decisions, and actions to deliver impact and positive outcomes for our clients, advisors, partners, each other, and the communities we cherish.
Our refreshed look is a testament to our commitment to our purpose and our future. Wherever you see our logo you will know our commitment. We are always focused on our clients for a lifetime.
Together, with advisors and partners, we will look for new ways to deliver even greater positive impact.