CE Drive with Jason Watt (cedrive)
Explorez tous les épisodes de CE Drive with Jason Watt
| Date | Titre | Durée | |
|---|---|---|---|
| 24 Nov 2021 | Financial Education using Technology | 00:54:52 | |
Impact Entrepreneur Trevor Schonewille joins Jason for a discussion around building a technology platform for financial literacy education. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: | |||
| 24 Jun 2020 | Contingency Planning for Business Owners | 01:00:27 | |
Join Jason and Erin for a discussion of the perils of business owners who haven't done sufficient personal planning, and how the advisor can help mitigate these concerns.
Subscribe at the CE Drive Podcast Page to get access to Quizzes! | |||
| 14 Apr 2021 | Deciphering Cryptocurrency II | 00:58:33 | |
Cybersecurity consultant Mike Alguire joins Jason for a discussion of all things crypto-currency in the second of a two-part series. In this episode we discuss bitcoin mining and investing in cryptocurrencies. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: PONZI SCHEMES, PRIVATE YACHTS, AND A MISSING $250 MILLION IN CRYPTO: THE STRANGE TALE OF QUADRIGA Guide for cryptocurrency users and tax professionals | |||
| 20 Jul 2022 | CFRs and OAs | 00:59:38 | |
Compliance officer Bill Donegan joins Jason for a discussion of the important changes required of advisors under the Client Focused Reforms. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Client Focused Reforms – Frequently Asked Questions
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| 31 Mar 2020 | Outsourced Chief Investment Officer - Part 2 of 2 | 01:12:38 | |
Join Jason and Steve for a discussion of the role of the Outsourced Chief Investment Officer. Part 2 of 2 This conversation covers: · Registration categories for investment professionals. · Regulation requirements for Investment Counsel / Portfolio Managers (ICPM) · Differences between the US and Canadian markets · The history of discretionary investment management · Investor protection · Fiduciary relationships · Buy-side and sell-side
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Supplementary Materials: Portfolio Management Association of Canada (PMAC) | |||
| 06 Nov 2023 | Tax Policy and Succession Planning - CE Drive w/ Jason Watt S05E23 | 01:02:50 | |
Tax Policy and Succession Planning - CE Drive w/ Jason Watt S05E23
Jon Shell of Social Capital Partners joins Jason to discussion the implementation of the Employee Ownership Trust rules in the 2023 Federal Budget.
CE Credits: BC 1; AB Life 1; AB A&S 0; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1
Supplementary Materials:
Social Capital Partners https://www.socialcapitalpartners.ca/
Taylor Guitars https://www.taylorguitars.com/
FriesenPress
Ottawa reveals details of employee-ownership plan for businesses https://www.theglobeandmail.com/business/article-employee-ownership-plan-budget-2023/
Employee ownership trusts in Canada: Plan carefully to avoid unintended tax consequences
Amsted Industries
Should You Trust Private Equity to Take Care of Your Dog? https://freakonomics.com/podcast/should-you-trust-private-equity-to-take-care-of-your-dog/
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| 13 May 2020 | Life Insurance Leverage | 01:02:22 | |
In this episode, Jason and Darren discuss life insurance leverage strategy.
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Supplementary Materials:
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| 29 Mar 2023 | Academia and Financial Planning - CE Drive w/ Jason Watt S05E13 | 01:03:58 | |
Academia and Financial Planning - CE Drive w/ Jason Watt S05E13
Professor Jodi Letkiewicz, a professor at York University, joins Jason for a discussion of pursuing formal education in financial planning, as well the state of research in financial planning.
Supplementary Materials:
Jodi Letkiewicz https://profiles.laps.yorku.ca/profiles/jodilet/
Sherman Hanna https://ehe.osu.edu/human-sciences/directory?id=hanna.1
DEPARTMENT OF PERSONAL FINANCIAL PLANNING https://www.hhs.k-state.edu/pfp/
ACADEMIC RESEARCH COLLOQUIUM https://www.cfp.net/initiatives/knowledge-for-practice/academic-research-colloquium
Journal of Financial Planning https://www.financialplanningassociation.org/learning/publications/journal
Financial Services Review https://www.financialservicesreview.com/
Financial Planning Review https://onlinelibrary.wiley.com/journal/25738615
Journal of Financial Therapy https://financialtherapyassociation.org/journal-of-financial-therapy/
Journal of Financial Counseling and Planning https://connect.springerpub.com/content/sgrjfcp
John G. Lynch, Jr. https://www.colorado.edu/business/leeds-directory/faculty/john-g-lynch-jr
Financial Literacy, Financial Education and Downstream Financial Behaviors https://www.budgetchallenge.com/Portals/0/Documents/FinEd_Paper_Fernandes.pdf
The Misguided Beliefs of Financial Advisors https://onlinelibrary.wiley.com/doi/abs/10.1111/jofi.12995
The Financial Education Fallacy https://www.aeaweb.org/articles?id=10.1257/aer.101.3.429
Advice Only Planners https://www.adviceonlyplanners.ca/
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| 15 Sep 2021 | Retirement Planning: Endowments and RRIF | 01:01:44 | |
Private wealth counsellor Marshall McAlister joins Jason for a discussion of endowments, RRIFs, and a brief discussion about upcoming Client Focused Reform changes. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: | |||
| 09 Nov 2022 | Small Town Pharmacist and Benefit Plans | 01:07:17 | |
Small Town Pharmacist and Benefit Plans - CE Drive w/ Jason Watt S05E03
Pharmacist Trevor Bills joins Dave and Jason for a discussion around small town pharmacist and benefit plans
Supplementary Materials:
Life Med Pharmacy
RxVigilance https://www.vigilance.ca/drug-software-rxvigilance
Canadian Group Insurance Brokers
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Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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| 16 Feb 2022 | Advice Only Planning and DIY Investors | 01:00:30 | |
Advice Only Planning Russell Sawatsky joins Jason for a discussion of working with DIY investors. We also touch on working with clients with US connections. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: Money Architect Financial Planning Investment Risk Tolerance Assessment The charity that gave birth to a $300M global impact asset manager Inside the Horizons One-Ticket ETFs Islamic Finance with Mohamad Sawwaf
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| 02 Feb 2022 | Joint Ownership and Why Jason Hates It | 01:05:44 | |
Recently minted CFP® Professional Christian Battistelli joins Jason for a discussion around joint ownership. Christian’s investment dealer is Assante Financial Management Ltd. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: MONEY ARCHITECT FINANCIAL PLANNING Investment Risk Tolerance Assessment The charity that gave birth to a $300M global impact asset manager
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| 01 Sep 2021 | IPP: A Masterclass | 01:08:20 | |
Join Jason and Trevor as Jason gets a robust education about the inner workings of the IPP. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: | |||
| 27 Apr 2022 | Appropriate Leverage using Insurance | 01:04:26 | |
Lifelong learner and insurance wholesaler Amanda joins Jason for a conversation about insurance leverage, lifelong learning, insurance transfers, and corporate insurance ownership. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: Chartered Life Underwriter (CLU®) Designation Wealth Planning Strategies for Canadians, 2022 Edition Tax Court ruling a cautionary tale for small biz owners | |||
| 10 Jun 2020 | Mental Health and Underwriting | 00:58:14 | |
Join Jason and Jessica for a discussion of insurance underwriting. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: | |||
| 06 Jan 2021 | Nerding Out on Group Benefits | 01:09:55 | |
Join Jason and Dave Patriarche of Canadian Group Insurance Brokers and Mainstay Insurance. Dave is one of Canada’s leading authorities on group benefits. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Canadian Group Insurance Brokers | |||
| 18 Jan 2023 | Digital Estate Planning | 01:05:32 | |
Digital Estate Planning
- CE Drive w/ Jason Watt S05E08
Erin Bury, founder of Wilful, an online digital estate planning platform, joins Jason for an episode dealing with digital estate planning tools.
Supplementary Materials:
Willful
Epilogue
Canadian Legal Wills
Canada Wills
ELECTRONIC WILLS NOW PERMITTED IN B.C. https://www.ahbl.ca/electronic-wills-now-permitted-in-b-c/
How can we help our future selves?
New Legislation Allows for Electronic Wills, Improves Justice Accessibility
Bob Carter ALMI, GBA, LLQP, CIM https://www.linkedin.com/in/bob-carter-almi-gba-llqp-cim-3036591a/?originalSubdomain=ca
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| 15 Feb 2023 | Financial Planning for Creatives - CE Drive w/ Jason Watt S05E10 | 01:00:15 | |
Financial Planning for Creatives - CE Drive w/ Jason Watt S05E10
Chris Enns, an opera singer turned financial planner, works with all sorts of artists and creatives. He educates Jason about the nuances of this underserved market.
Supplementary Materials:
https://www.ragstoreasonable.com/
Financial Planning Association of Canada
Spring Plans
Shannon Lee Simmons https://shannonleesimmons.com/
Advice-Only Planner https://www.adviceonlyplanners.ca/
Raising Your Fees It’s Not About The Money https://thefinancialtherapypodcast.com/raising-your-fees-its-not-about-the-money/
SOCAN
Who has to pay instalments
Wise
KOHO
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| 18 Feb 2020 | Debt Management | 01:06:43 | |
Join Jason and Ian in this episode about debt management!
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Supplementary Materials: Free Online Debt Snowball/Avalanche Calculator Credit Karma - Free Credit Score Create A Rewarding Charity Experience For Senior Clients
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| 16 Mar 2022 | Investment Advice in a Fee Only World | 01:02:26 | |
Financial Planner and Analyst Darryl Brown joins Jason for a discussion of how fee-only financial planning clients get investment advice, and some lessons from his past career as a financial analyst. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: Good Investing Financial Planners, Ltd. | |||
| 24 May 2023 | CALU 2023 - CE Drive w/ Jason Watt S05E17 | 00:59:27 | |
CALU 2023 - CE Drive w/ Jason Watt S05E17
Jason reports live from CALU 2023 in Ottawa, covering current tax and estate planning concerns.
Supplementary Materials:
The Conference for Advanced Life Underwriting (CALU)
Open Banking with Steve Boms https://podcasts.apple.com/us/podcast/open-banking-with-steve-boms-e202/id1359909626?i=1000544198065
Flowcharts for Intergenerational Business Transfers https://moodysprivateclient.com/flowcharts/intergenerational-business-transfers/
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| 19 Aug 2020 | Group Benefits: Communication and Risk | 00:59:01 | |
Join Jason and Lori for a discussion about group benefits. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: "Perspective" in Employee Benefits: From a Professional Practitioner CLHIA announces withdrawal of Guideline G19 | |||
| 01 Feb 2023 | Dentistry and Benefits | 01:12:19 | |
Dentistry and Benefits - CE Drive w/ Jason Watt S05E09
David Stevenson, a dentist who works with the Ontario Dental Association, joins Jason and David Patriarche of Canadian Group Insurance Brokers for a discussion about the state of dental coverage.
Supplementary Materials:
Ontario Dental Association
Royal College of Dental Surgeons of Ontario https://www.rcdso.org/Complaints-and-Investigations/resources-for-patients/fees
CANADIAN GROUP INSURANCE BROKERS INC.
Non-insured health benefits for First Nations and Inuit https://www.sac-isc.gc.ca/eng/1572537161086/1572537234517
Interim Federal Health Program: What is covered
Dental Services (POC 4) https://www.veterans.gc.ca/eng/about-vac/legislation-policies/policies/document/1925
Canada Dental Benefit https://www.canada.ca/en/revenue-agency/services/child-family-benefits/dental-benefit.html
Changes to dental programs in Ontario https://www.health.gov.on.ca/en/pro/programs/dental/
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Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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| 02 Mar 2022 | Implementing the IPP and RCA | 01:09:04 | |
Executive Compensation consultant Fraser Lang joins Jason for a look at some of the practical implications of the Individual Pension Plan and Retirement Compensation Arrangement. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: | |||
| 26 Apr 2023 | Surviving a FSRAO Audit - CE Drive w/ Jason Watt S05E15 | 01:02:48 | |
Surviving a FSRAO Audit - CE Drive w/ Jason Watt S05E15
Group Benefits Pro Chris Gory joins Dave and Jason for a discussion of Chris’ recent audit with the Financial Services Regulatory Authority of Ontario.
Supplementary Materials:
IPFS President, Chris Gory, Finalist For Life & Health Advisor Of The Year https://orchardbenefits.ca/ipfs-president-chris-gory-finalist-for-life-health-advisor-of-the-year/
Canadian Group Insurance Brokers
Unfair or Deceptive Acts or Practices https://www.fsrao.ca/media/6116/download
Apply for a new corporate or partnership life and accident & sickness insurance licence
THE APPROACH: SERVING THE CLIENT THROUGH NEEDS-BASED SALES PRACTICES
Fiverr
Creative Destruction Lab (CDL) https://creativedestructionlab.com/
Market Conduct: Life and Health Insurance Agent Supervision Framework https://www.fsrao.ca/media/9481/download
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| 06 Jul 2022 | Creditor Insurance Watchdogs | 01:01:27 | |
Insurance pro Matthew Inglis has done a deep dive into creditor insurance. Join Matthew and Jason for a look at the differences between individual insurance and group creditor products. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Ready For The Thunder? Canada's Creditor Insurance Watchdogs! The Canadian Association of Financial Institutions in Insurance (CAFII) | |||
| 18 Aug 2021 | Property and Casualty Risks in Financial Planning | 01:00:41 | |
Financial Planner and Property & Casualty insurance professional Chad MacKenzie joins Jason for a look at what financial planners need to know about P&C insurance. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: | |||
| 22 Jun 2022 | Secrets of the FHSA and OAS | 01:06:40 | |
Financial Planner Aaron Hector joins Jason for a conversation revealing some tips and tricks with OAS and the new Tax Free First Home Savings Account.
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Supplementary Materials: OAS clawback secrets for the high-net-worth Everything You Need to Know About the New Tax-Free First Home Savings Account Tracking Liberal tax proposals before the budget drops | |||
| 07 Jun 2023 | Visualization in Estate Planning - CE Drive w/ Jason Watt S05E18 | 01:00:00 | |
Visualization in Estate Planning - CE Drive w/ Jason Watt S05E18
Jordan Atin of E-State Planner joins Jason to discuss visualization tools and the adoption of technology in estate planning.
Supplementary Materials:
eState Planner https://www.e-stateplanner.com/about-us
Jordan Atin https://www.osgoode.yorku.ca/faculty-and-staff/atin-jordan/
Rectification and the Importance of Obtaining Clear Instructions when Drafting a Will https://podcasts.apple.com/ca/podcast/hull-on-estates/id136880425
Hull on Estate Podcast https://www.youtube.com/channel/UCgwK9zTUgyapgnesp2I-3lA
Willful
Epilogue
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| 18 Mar 2020 | Outsourced Chief Investment Officer - Part 1 of 2 | 00:54:11 | |
Join Jason and Steve for a discussion of the role of the Outsourced Chief Investment Officer. Part 1 of 2 This conversation covers: · Registration categories for investment professionals. · Regulation requirements for Investment Counsel / Portfolio Managers (ICPM) · Differences between the US and Canadian markets · The history of discretionary investment management · Investor protection · Fiduciary relationships · Buy-side and sell-side
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: Portfolio Management Association of Canada (PMAC) | |||
| 09 Dec 2020 | Advising Physicians | 01:08:18 | |
Join Jason and financial planner Adrian George as they discuss advising physicians. They discuss Adrian’s path to dealing with physician clients. Adrian’s technical expertise and knowledge of behavioural finance concepts play prominently in his practice. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: PLAYCHEQUES Financial Solutions The Paradox Of Choice (Ted Talk) Predictably Irrational, Revised and Expanded Edition: The Hidden Forces That Shape Our Decisions On Second Thought: Outsmarting Your Mind's Hard-Wired Habits Corporate Divorces and Butterflies
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| 15 Apr 2020 | RRIF Beneficiary Gone Wrong | 00:55:58 | |
Jason and his guest, Chris, discuss a RRIF beneficiary designation gone wrong and how it was resolved.
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Supplementary Materials: | |||
| 05 Jan 2022 | Consumer Advocate | 01:10:22 | |
Portfolio Manager John de Goey joins Jason for a discussion covering a wide range of topics, including asset bubbles, the role of public policy, and financial planning research. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: The Unintended Consequences of Conflict of Interest Disclosure The Burden of Disclosure: Increased Compliance With Distrusted Advice PROJECTION ASSUMPTION GUIDELINES (FP Canada)
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| 23 Nov 2022 | Live from IAFP Symposium | 00:59:36 | |
Live from IAFP Symposium - CE Drive w/ Jason Watt S05E04
Join Jason at the IAFP Symposium Remember to like and share the video! Leave a comment for Jason Watt down below.
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| 14 Oct 2020 | Introducing the CPP Calculator | 01:00:19 | |
Join Jason and financial planner and entrepreneur David Field for a discussion of David’s online CPP calculator. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Crafting A Withdrawal Policy Statement For Retirement Income Distributions
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| 17 Mar 2021 | The Truth About Health Care Preferences | 01:03:23 | |
Join Dr Daren Heyland of www.planwellguide.com for a discussion about health care decision-making and preferences. Dr Heyland discusses where financial advisors could better position health care decision-making. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: | |||
| 08 Dec 2021 | Professional Trustee Services | 01:02:26 | |
Professional Trustees Darrel Johnson and Jamie Kidd join Jason to discuss the role of the professional trustee. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: | |||
| 19 Jul 2023 | Comparing Individual Health Insurance - CE Drive w/ Jason Watt S05E21 | 01:08:48 | |
Comparing Individual Health Insurance - CE Drive w/ Jason Watt S05E21
Evan Morgan of CompareHealth joins Jason to discuss the product differences between various individual health insurance products.
CE Credits: BC 1; AB Life 0; AB A&S 1; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1
Supplementary Materials:
Compare Health https://www.comparehealth.ca
Evan Morgan
Private Health Services Plan or Health Spending Account https://www.taxtips.ca/smallbusiness/private-health-services-plans-and-health-spending-accounts.htm
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| 15 Mar 2023 | Retirement Income Planning Tech Stack - CE Drive w/ Jason Watt S05E12 | 01:04:06 | |
Retirement Income Planning Tech Stack - CE Drive w/ Jason Watt S05E12
Adam Bornn, a financial planner with a great YouTube presence, talks with Jason about the tools used in the 10 years before and after retirement.
Supplementary Materials:
Parallel Wealth https://www.parallelwealth.com/ourteam
Parallel Wealth - YouTube Channel https://www.youtube.com/c/parallelwealth
Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance https://rationalreminder.ca/podcast/234
SNAP Projections GIS Modelling
Kajabi
SNAP Projections
DocHub
OnceHub
Typeform
Apply for or renew a property tax deferment program application https://www2.gov.bc.ca/gov/content/taxes/property-taxes/annual-property-tax/defer-taxes
PlanEasy
BCV Asset Management https://bcvassetmanagement.com/
Open Policy Ontario https://openpolicyontario.com/
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| 08 Jul 2020 | Cash Flow Planning For Business Owners | 00:56:41 | |
Join Jason and Lisa for a discussion of cash flow planning for business owners.
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Supplementary Materials:
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| 04 Jan 2023 | Unintended Consequences of Trust Legislation | 01:02:18 | |
Unintended Consequences of Trust Legislation - CE Drive w/ Jason Watt S05E07
Elaine Tindall CFP CPA joins Jason for a discussion of the pending changes to trust reporting rules and a look at how those rules might impact your clients.
Supplementary Materials:
Elaine Tindall, CPA, CGA, CFP
Legislation to make life more affordable and build an economy that works for everyone receives Royal Assent
Secrets of the FHSA and OAS https://cedrive.podbean.com/e/secrets-of-the-fhsa-and-oas/
Planning for a child with a disability https://cedrive.podbean.com/e/planning-for-a-child-with-a-disability/
Property transfer tax https://www2.gov.bc.ca/gov/content/taxes/property-taxes/property-transfer-tax
Bill C-32: An Act to implement certain provisions of the fall economic statement tabled in Parliament on November 3, 2022 and certain provisions of the budget tabled in Parliament on April 7, 2022 https://www.justice.gc.ca/eng/csj-sjc/pl/charter-charte/c32.html
Case Summary for Pecore v Pecore https://canliiconnects.org/en/summaries/33319
New rules for trust reporting are coming for 2023 returns
The New Canadian Trust Reporting Rules https://moodysprivateclient.com/podcasts/new-canadian-trust-reporting-rules/
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| 07 Dec 2022 | Live from FTA Conference | 01:10:12 | |
Live from FTA Conference - CE Drive w/ Jason Watt S05E05
Jason reports back, solo, from the Financial Therapy Association Conference in Denver.
Supplementary Materials:
Financial Therapy Association (FTA) https://financialtherapyassociation.org/education/conference-2022/
A Beginners Guide to the PIC/NIC Analysis https://www.scottsdalepbs.com/a-beginners-guide-to-the-pic-nic-analysis/
When can a person be liable for the actions of an Estate Trustee?
The Most Hated F-Word https://podcasts.apple.com/ca/podcast/the-most-hated-f-word/id1507212940
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| 29 Apr 2020 | Retirement Planning - Pensions and CPP Disability | 01:00:24 | |
In this episode, Jason and his guests, Tab and Brad, discuss retirement planning, specifically pensions and CPP disability.
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Supplementary Materials: Canada Pension Plan (CPP) Disability Benefits by Class of Diagnosis | |||
| 28 Oct 2020 | Estate Planning Challenges for Financial Advisors | 01:05:03 | |
Join Jason and financial planners Christopher and Stephen as they discuss some of the challenges financial advisors encounter in helping clients with their estate planning. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: | |||
| 25 May 2022 | How Comedy Drove Me to Financial Planning | 01:05:40 | |
Financial Planner and YouTube celebrity Kent Tilley joins Jason to discuss his transition from a career shop to independent financial planner. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: K4 Financial - YouTube Channel Empower U – Building Confident Futures CEASE - Centre to End All Sexual Exploitation | |||
| 14 Sep 2022 | Estate Planning Collaboration | 01:02:16 | |
Craig and Ian join Jason for a discussion about how Ian, a financial planner, integrates Craig’s estate planning practice into his client interactions. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: LightCross Tax Credit Services McCulloch Financial Solutions Inc.
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| 10 May 2023 | Corporate Tax Planning - CE Drive w/ Jason Watt S05E16 | 00:56:56 | |
Corporate Tax Planning - CE Drive w/ Jason Watt S05E16 (Jim Thornton is a Wealth Advisor with Assante Capital Management Ltd. The opinions expressed are those of the presenter and Investment Advisor and not necessarily those of Assante Capital Management Ltd. Please obtain professional financial advice or contact Jim Thornton at (519) 752-3155 or visit assantebrantford-bfg.com/jim-thornton/to discuss your particular circumstances prior to acting on the information presented.) Financial Advisor and Mortgage Broker Jim Thornton discuss a high-net worth client’s various financial planning concerns, including restricted shares and incorporation. Supplementary Materials:
Jim Thornton https://assantebrantford-bfg.com/jim-thornton/
Abakhan & Associates Inc. v. Braydon Investments Ltd., 2009 BCCA 521 (CanLII) https://www.canlii.org/en/bc/bcca/doc/2009/2009bcca521/2009bcca521.html
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| 29 Sep 2021 | Therapy Tools in a Planning Practice | 00:57:30 | |
Financial planner Natasha Knox joins Jason for a discussion of how a financial planner develops financial therapy tools and brings this into a financial planning process. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: The Psychology of Money: Timeless lessons on wealth, greed, and happiness Finding Your Own Money Story To Better Communicate With Clients Moneygrams: Recalled Childhood Memories about Money and Adult Money Pathology | |||
| 16 Sep 2020 | Workers Compensation Claims | 00:54:16 | |
Join Jason and lawyer Howard Goldford discussing how WCB in Alberta administers claims, how disputes are handled, and how this relates to other income loss benefits. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: | |||
| 20 Jun 2021 | Advice-Only Planning | 01:02:31 | |
Financial planner Julia Chung joins Jason to discuss operating an advice-only financial planning practice. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: | |||
| 03 Mar 2021 | Understanding the Leasing Business | 01:10:21 | |
Join Angela Armstrong of Prime Capital for a discussion of the leasing business. Angela has been providing capital to small and medium businesses for two decades. Her relationship with her customers will sound very familiar to any financial advisor. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: | |||
| 03 Dec 2019 | A Quick Announcement | 00:01:44 | |
Are you a CFP Professional or Level 1 Certificant who still needs their professional responsibility credit? We have a session upcoming on Wednesday, December 10th. | |||
| 01 Mar 2023 | Specialty LTD in Group Plans - CE Drive w/ Jason Watt S05E11 | 01:01:43 | |
Specialty LTD in Group Plans - CE Drive w/ Jason Watt S05E11
Paul Eeles, a group disability underwriter, explains how group long-term disability insurance is underwritten, focusing on specialty risks.
Supplementary Materials:
Camden Underwriting Agencies Inc. http://www.camden.ca/Company-Profile.aspx?sid=1ecc315f-c1ec-4f98-89e5-eeeec64ffbb0
Sask. First Nations leaders call for government funding to fight high suicide rates
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| 13 Oct 2021 | The F-Word and Other Regulatory Concerns | 01:05:47 | |
Financial planner Jason Pereira joins Jason for a discussion around the fiduciary standard and what it means for financial advisors. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: Jason M. Pereira Financial Planning Association of Canada FP Canada - Standards Of Professional Responsibility CFP Board’s Standard Of Professional Conduct Kansas State University - Department Of Personal Financial Planning
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| 19 Jan 2022 | Using Tech to Improve Client Onboarding | 01:04:44 | |
Advisor and FinTech entrepreneur Brandon Chapman joins Jason for a discussion of how Brandon built a tech tool to simplify client onboarding. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: MEET JANE Communication Essentials for Financial Planners: Strategies and Techniques | |||
| 17 Aug 2022 | Designing Small Group Products | 01:02:48 | |
Jordan Bulhoes of BBD joins Dave and Jason for a discussion around the first renewal of the Catastrophic Health Insurance Plan. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Chambers of Commerce Group Insurance Plan everybody wants to rule the world // tears for fears // cover 3 Aspects Of Identity Covering And How It Impacts Advisors’ Happiness At Work
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| 04 Aug 2021 | The Role of Financial Therapy | 01:04:07 | |
Financial Therapist Nathan Astle joins Jason to explain the differences between financial planning and financial therapy, and how a financial planner can send their client to a therapist. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: | |||
| 12 May 2021 | Life Insurance Fundamentals | 01:06:32 | |
Financial planner and insurance specialist Jeremiah Renner joins Jason and shares the secret sauce that help him succeed in the family insurance market. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Two Pillars Financial Solutions Inc. Demeter v. Dominion Life Assurance Co. and two other actions, 1982 CanLII 1766 (ON CA) | |||
| 26 Oct 2022 | VIP Health Insurance | 00:59:57 | |
VIP Health Insurance - CE Drive w/ Jason Watt S05E02
Gino Stirpe joins Jason to discuss VIP health insurance.
Supplementary Materials:
Growing wave of Albertans pay for private surgery in U.S. as pandemic delays mount
International health insurance with worldwide coverage and VIP medical services
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| 03 Aug 2022 | Maintaining Standards at FP Canada | 01:11:16 | |
Executive Director of Standards and Enforcement Damienne Lebrun-Reid joins Jason for a discussion of the development and enforcement of the standards that financial planners operate under. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: FP Canada - Standards and Enforcement | |||
| 31 Mar 2021 | Deciphering Cryptocurrency I | 01:01:38 | |
Cybersecurity consultant Mike Alguire joins Jason for a discussion of all things crypto-currency in the first of a two-part series. In this episode we discuss the mysterious origins of bitcoin and what mining is. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: | |||
| 11 Nov 2020 | Retirement Compensation Arrangement | 01:04:36 | |
Join Jason and financial planner Tim as they discuss the Retirement Compensation Arrangement from both a technical and behavioural perspective. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Trevor R. Parry - TRP Strategy Group | |||
| 12 Oct 2022 | Commercial Real Estate Demystified | 01:04:59 | |
Robert Klein joins Jason for a look at commercial real estate investing.
Supplementary Materials:
Robert Klein
Establishing a Professional Corporation https://cvo.org/Veterinary-Professionals/Professional-Corporations.aspx
Sua Truong
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| 02 Aug 2023 | A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22 | 01:02:08 | |
A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22
Ellen Covey of Elevate Financial discusses a client who is in the midst of retiring on a low income.
CE Credits: BC 1; AB Life 1; AB A&S .5; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1
Supplementary Materials:
Elevate Financial Strategies
Pension unlocking: non-hardship
Benefits2
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| 20 Jan 2021 | TPAs and Other Acronyms You Need to Know | 01:01:34 | |
Join Jason and Mike McClenahan of Benefits By Design (BBD) and president of the Third Party Administrators Association of Canada (TPAAC). Mike covers a broad range of group benefits topics, including building a business, the importance of education, and flexible benefit plans. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: Million Dollar Round Table (MDRT) Canadian Group Insurance Brokers The Challenger Sale: Taking Control of the Customer Conversation | |||
| 21 Dec 2022 | Live from CFP Board Colloquium | 01:00:58 | |
Live from CFP Board Colloquium - CE Drive w/ Jason Watt S05E06
Jason reports back, solo, from the CFP Board Academic Research Colloquium in Washington DC.
Supplementary Materials:
2022 ACADEMIC RESEARCH COLLOQUIUM https://www.cfp.net/events/2022/10/2022-academic-research-colloquium
Pe Metawe Consulting https://pemetawe.com/consulting/
Antonio Gargano https://sites.google.com/site/antoniogarganojm/untitled
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| 23 Dec 2020 | AML: Why it Matters | 01:04:11 | |
Join Jason and AML expert Mike Cosgrove of TAMLO as they discuss the realities of money laundering and how it impacts financial services professionals. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Project PROTECT - Public Service Renewal in action Human Trafficking Survivor turned Financial Crimes Consultant Timea Nagy | |||
| 09 Sep 2019 | Capacity Concerns | 00:56:35 | |
In this episode, Jason and his guests, Derek and Dawn, share their experiences in dealing with clients who may be experiencing diminishing mental capacity. Supplementary Materials: Mental Health & The Financial Advice Relationship Subscribe at the CE Drive Podcast Page to get access to Quizzes! | |||
| 13 Apr 2022 | Catastrophic and Routine Risks in Benefits Plans | 01:03:38 | |
Canadian Group Insurance Brokers founder Dave Patriarche joins Jason to discuss where group benefits plans have risk. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: CGIB + BBD = A New, Fully-Insured Catastrophic Hybrid Plan Canadian Group Insurance Brokers (CGIB) Mainstay Insurance Brokerage Inc. Selling Benefits Lessons Learned, Voyages Travelled, Stories Shared | |||
| 30 Sep 2020 | Freelancing in Financial Planning | 01:01:30 | |
Join Jason and financial planner Alexandra Macqueen for a wide-ranging discussion concerning a range of financial planning issues. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Financial Services Regulatory Authority of Ontario (FSRA) Warning: Unsolicited Career Advice | |||
| 30 Mar 2022 | Using a Digital Asset Manager | 01:05:01 | |
Insurance Manager Ray Zadrey and Customer Success Manager Mona Zabet join Jason for a discussion of how an insurance team uses a digital asset manager. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: | |||
| 07 Jul 2021 | Group Benefits: Two Perspectives | 01:04:29 | |
Insurer executive Meghan Vallis joins Jason for a wide-ranging discussion of topics in group benefits. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: The Benefits Corner: Episode 11-Managing Cannabis in the workplace | |||
| 22 Jul 2020 | Incapacity Planning | 00:57:45 | |
Join Jason and Erin for a discussion of incapacity concerns, followed by Jason discussing policies and procedures for testing a client’s capacity. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: | |||
| 22 Dec 2021 | Regulation: Tales from the Front Lines | 01:02:06 | |
Compliance pro Curtis Findlay and Regulatory Affairs lawyer Ed Skwarek join Jason for a discussion of the framework behind compliance and regulation. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: Canada (Minister of Citizenship and Immigration) v. Vavilov, 2019 SCC 65 (CanLII) Canadian Securities Administrators (CSA) FAQs CCIR Cooperative Fair Treatment of Customers (FTC) Review – Consolidated Observations Report | |||
| 28 Apr 2021 | Retirement Planning Scenarios | 01:03:28 | |
Advice-only financial planner Brett Martinson joins Jason for a discussion concerning three separate retirement planning scenarios. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Get the Most from the Canada & Quebec Pension Plans by Delaying Benefits | |||
| 05 Jul 2023 | Digital Estate Planning on the Ground - CE Drive w/ Jason Watt S05E20 | 01:00:23 | |
Digital Estate Planning on the Ground - CE Drive w/ Jason Watt S05E20
Lucky Rasappah of Kabis and Associates joins Jason for a look at how he helps clients prepare for the management of their digital estates.
CE Credits: BC 1; AB Life 1; AB A&S: 0; SK: 1; ON: 1; FP Can: 1; Advocis: 1; IIROC: 1; MFDA: 1
Supplementary Materials:
LUXMIHAASAN RASAPPAH https://www.luckyrasappah.com/
Kabis & Associates Inc. https://www.linkedin.com/company/kabisassociates/about/
Families locked out of dead relatives' phones face 'grisly problem' accessing fingerprint, FaceID
CANADIAN ESTATE PLANNING https://www.canadianestateplanning.com/
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| 26 May 2021 | Ethics Lessons from Season 3: Part1 | 01:13:52 | |
Jason mines content from the first 8 episodes of Season 3 for content with an ethics perspective. This episodes features short clips from those interviews followed by discussion about how the content fits with financial planning and insurance codes of conduct. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: STANDARDS OF PROFESSIONAL RESPONSIBILITY - FP Canada Agent Code of Conduct - Life Insurance Council of Saskatchewan | |||
| 21 Jun 2023 | Estate Planning for Digital Assets - CE Drive w/ Jason Watt S05E19 | 01:09:56 | |
Estate Planning for Digital Assets - CE Drive w/ Jason Watt S05E19
Jeff Baxter of TekSmart Consulting joins Jason to discuss estate planning for digital assets.
Supplementary Materials:
Tek Executor
Certified Digital Asset Advisor (CDAA) https://www.certifieddigital.org/
Digital Executor https://yourdigitalundertaker.ca/
Access to Digital Assets by Fiduciaries https://ablawg.ca/2022/04/20/access-to-digital-assets-by-fiduciaries/
PlannerDAO
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| 12 Apr 2023 | Benchmarking in Group Benefits - CE Drive w/ Jason Watt S05E14 | 01:05:48 | |
Benchmarking in Group Benefits - CE Drive w/ Jason Watt S05E14
Tech entrepreneur Matt Lister and Alex Mulders join Jason for a discussion about benchmarking and building a benefits marketplace.
Supplementary Materials:
CloudAdvisors
Trends and Statistics in Employee Benefits: A Quick Guide for Small Business Owners https://beniplus.ca/blog-trends-in-benefits/
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| 27 Oct 2021 | Wealth Management and Financial Planning | 00:57:06 | |
Investment researcher Dan Hallett joints Jason for a discussion of investment management in the financial planning context. Subscribe at CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: Dan Hallett on Robo-Advisors, Financial Advice, and CRM2 | |||
| 03 Feb 2021 | Retirement Income Planning | 01:03:58 | |
Join Jason and Mark Walhout of Walhout Financial for a discussion around retirement planning. Mark applies an evidence-based approach to retirement income planning and only serves families who are anticipating retirement. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Get the Most from the Canada & Quebec Pension Plans by Delaying Benefits Tax Moves for Year End and Thinking About The Impact of Higher Taxes for Retirees | |||
| 21 Aug 2019 | Generating Value For Clients | 00:59:23 | |
In this episode, Jason and his guests, Nathen and Kelley, talked about using elements of the financial planning process to bring values to their clients.
Subscribe at the CE Drive Podcast Page to get access to Quizzes! | |||
| 28 Sep 2022 | Understanding Realtors | 01:05:07 | |
John joins Jason for a discussion of the real estate business. Subscribed at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: Relo https://relo.ca/ Relo podcast https://relo.ca/recosystem/podcast/ | |||
| 17 Feb 2021 | Health Spending Accounts: A Deep Dive | 01:07:15 | |
Join Jason and Steve McEwan of MyHSA for a conversation concerning Health Spending Accounts. Steve is one of Canada’s leading experts in the field. He understands the taxes and the risks of these plans and has built a successful business providing service to advisors. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Income Tax Folio S1-F1-C1, Medical Expense Tax Credit Private Health Services Plan or Health Spending Account - Tax-Free Benefit for Employees Coverage Limits for Private Health Services Plans (CRA/CLHIA position) | |||
| 06 Jun 2021 | Pension Buyback in a Complex Case | 01:03:04 | |
Financial planner Melany Goodhue joins Jason to discuss a highly complex case where a pension buyback coincides with a number of other financial planning decisions. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials:
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| 10 Nov 2021 | Family Law 101 | 01:06:39 | |
Family law practitioner Fiona McLean joins Jason for a look at the various elements of family law that financial planners need to be concerned with. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: Calgary Military Family Resource Centre (MFRC) Unmarried Spouses and the Joint Family Venture: An Update on the State of the Law | |||
| 31 Aug 2022 | AML in Real Life | 01:00:44 | |
Paul joins Jason for a discussion about AML issues and how they show up on the ground in human trafficking operations. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: CEASE - Centre to End All Sexual Exploitation | |||
| 08 Jun 2022 | Episode Delay Notice | 00:02:21 | |
Due to technical difficulties, season 4 episode 21 will be delayed until Jun 22. Thank you for your patience and understanding. | |||
| 21 Jul 2021 | Intro to Impact Investing | 01:14:57 | |
Impact Investing guru David O'Leary joins Jason for a look at the tools financial advisors have available for clients who want to introduce values into their financial plans. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: Moving Beyond Modern Portfolio Theory: Investing That Matters Calvert Institute for Responsible Investing
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| 25 Nov 2020 | RDSP Specialist | 01:04:35 | |
Join Jason and financial planner Johnathan as they discuss the finer points of the RDSP. Johnathan is highly knowledgeable about the RDSP and teaches Jason a few things along the way! Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: RDSP: Open, transfer or rollover Rollover from a Registered Education Savings Plan to a Registered Disability Savings Plan T2201 Disability Tax Credit Certificate
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| 04 Mar 2020 | Insuring Business Owner | 01:02:40 | |
In this episode, Jason and Michael discuss a couple of scenarios in which Michael was able to put insurance in force to support buy-sell arrangements.
Subscribe at the CE Drive Podcast Page to get access to Quizzes! | |||
| 11 May 2022 | Planning for a Child with a Disability | 01:01:36 | |
Jason flies solo for this episode. He discusses the supports he and his wife have provided for their daughter. Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: I cosigned a motorcycle loan and the owner passed away: What are my obligations to the bank? | |||
| 02 Sep 2020 | Content Marketing and Client Communication | 00:58:20 | |
Join Jason, Shawn, and Corey for a discussion about using social media and podcasts as tools for marketing and client communication. Subscribe at CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: | |||
| 10 Oct 2019 | Getting Started | 01:05:16 | |
Remember to subscribe and and earn your continue education credits at bccquiz.online!
Supplementary Materials: How To Structure Your Earn Out (Without Getting Burned) Serving Clients Through Needs-Based Sales Practices Projection-Free Financial Planning To Avoid A False Sense Of Precision Projection Assumption Guidelines | |||
| 28 Nov 2019 | Incorporation Questions | 00:56:15 | |
Join Jason and Ray as they continue their discussion about incorporating!
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
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| 24 Oct 2019 | Should My Client Incorporate? | 00:51:23 | |
Join Jason and Ray as they discuss the benefits of incorporation for a medical professional. They also discuss the state of regulation of financial planning and financial advice.
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials: US CFP Board financial planning definitions | |||
| 30 Sep 2019 | Unconventional Solutions | 01:00:19 | |
In this episode, our guests, Mitchell and Megan, each has a unique story about using unconventional methods to help their clients get the most out of their services.
Subscribe at the CE Drive Podcast Page to get access to Quizzes! | |||