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 https://www.friesenpress.com/ Ottawa r...
Nov 06, 2023•1 hr 3 min•Season 5Ep. 23
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 https://elevate.finance/ Pension unlocking: non-hardship https://www.fsrao.ca/consumers/pensions/events-may-affect-your-pension/pension-unlocking-non-hardship Benefits2 https://...
Aug 02, 2023•1 hr 2 min•Season 5Ep. 22
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 https://www.linkedin.com/posts/evan-morgan-b6b0a126b_healthinsurance-insurtech-activity-7066770973294792704-w3wp?utm_s...
Jul 19, 2023•1 hr 9 min•Season 5Ep. 21
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 rel...
Jul 05, 2023•1 hr•Season 5Ep. 20
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 https://teksmart.ca/ 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 https://www.plannerdao.io/ Remember...
Jun 21, 2023•1 hr 10 min•Season 5Ep. 19
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 o...
Jun 07, 2023•1 hr•Season 5Ep. 18
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) https://calu.com/ 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/ Rem...
May 24, 2023•59 min•Season 5Ep. 17
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 ...
May 10, 2023•57 min•Season 5Ep. 16
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 https://cgib.ca/ Unfair or Deceptive Acts or Practices h...
Apr 26, 2023•1 hr 3 min•Season 5Ep. 15
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 https://www.cloudadvisors.ca/ Trends and Statistics in Employee Benefits: A Quick Guide for Small Business Owners https://beniplus.ca/blog-trends-in-benefits/ Remember to like and share the video! Leave a comment for Jason Watt down below. Want to earn Continuing Edu...
Apr 12, 2023•1 hr 6 min•Season 5Ep. 14
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...
Mar 29, 2023•1 hr 4 min•Season 5Ep. 13
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 Mod...
Mar 15, 2023•1 hr 4 min•Season 5Ep. 12
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 https://www.cbc.ca/news/canada/saskatoon/saskatchewan-first-nations-on-tr...
Mar 01, 2023•1 hr 2 min•Season 5Ep. 11
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: Rags To Reasonable https://www.ragstoreasonable.com/ Financial Planning Association of Canada https://www.fpassociation.ca/ Spring Plans https://springplans.ca/ Shannon Lee Simmons https://shannonleesimmons.com/ Advice-Only Planner https://www.a...
Feb 15, 2023•1 hr•Ep. 29
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 https://www.oda.ca/ Royal College of Dental Surgeons of Ontario https://www.rcdso.org/Complaints-and-Investigations/resources-for-patients/fees CANADIAN GROUP INSURANCE BROKERS INC. https://cgib.ca...
Feb 01, 2023•1 hr 12 min•Season 5Ep. 9
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 https://willful.co Epilogue https://epiloguewills.com/ Canadian Legal Wills https://www.legalwills.ca/ Canada Wills https://www.canadawills.com/ ELECTRONIC WILLS NOW PERMITTED IN B.C. https://www.ahbl.ca/electronic-wills-now-permitted-in-b-c/ How can we help our fut...
Jan 18, 2023•1 hr 6 min•Season 5Ep. 8
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 https://elainetindall.com/ Legislation to make life more affordable and build an economy that works for everyone receives Royal Assent https://www.canada.ca/en/department-finance/news/2022/12/legislation-to-make...
Jan 04, 2023•1 hr 2 min•Season 5Ep. 7
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 Remember to like and share the video! Leave a comment for Jason Watt down below. Want to ea...
Dec 21, 2022•1 hr 1 min•Season 5Ep. 6
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? https://podcasts.apple.com/ca/podcast/when-can-...
Dec 07, 2022•1 hr 10 min•Season 5Ep. 5
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. Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education Follow us on social media: Facebook: https://www.facebook.com/BusinessCareerCollege/ LinkedIn: https://www.linkedin.com/company/business-career-college/ Twitter: https://tw...
Nov 23, 2022•1 hr•Season 5Ep. 4
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 https://www.lifemedrx.ca/ RxVigilance https://www.vigilance.ca/drug-software-rxvigilance Canadian Group Insurance Brokers https://cgib.ca/ Remember to like and share the video! Leave a comment for Jason Watt down below. Want to earn Continuing Education credits for listening ...
Nov 09, 2022•1 hr 7 min•Season 5Ep. 3
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 https://www.cbc.ca/news/canada/calgary/albertans-pay-private-surgery-in-states-as-pandemic-delays-mount-1.6244303 International health insurance with worldwide coverage and VIP medical services https://www.vumicanada.com/ Remember to like and share the video! Leave a comment for Ja...
Oct 26, 2022•1 hr•Season 5Ep. 2
Robert Klein joins Jason for a look at commercial real estate investing. Supplementary Materials: Robert Klein https://robertklein.ca/ Establishing a Professional Corporation https://cvo.org/Veterinary-Professionals/Professional-Corporations.aspx Sua Truong https://www.suatruong.com/ Remember to like and share the video! Leave a comment for Jason Watt down below. Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.co...
Oct 12, 2022•1 hr 5 min•Season 5Ep. 1
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/
Sep 28, 2022•1 hr 5 min•Season 4Ep. 28
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 The Last Word McCulloch Financial Solutions Inc....
Sep 14, 2022•1 hr 2 min•Season 4Ep. 27
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: RESET Society Of Calgary CEASE - Centre to End All Sexual Exploitation Hope Restored Canada IWIN (I'm Worth It Now) Canada (Attorney General) v. Bedford Project Recover...
Aug 31, 2022•1 hr 1 min•Season 4Ep. 26
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: CGIB CHIP PLAN RENEWAL Benefits by Design Sirius Benefits 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 CGIB CHIP Webinar Nice On...
Aug 17, 2022•1 hr 3 min•Season 4Ep. 25
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 FP Canada - Disciplinary Actions CFP BOARD TO TIGHTEN OVERSIGHT OF FINANCIAL ADVISERS...
Aug 03, 2022•1 hr 11 min•Season 4Ep. 24
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 CUSIP Number...
Jul 20, 2022•1 hr•Season 4Ep. 23
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: What is Junk Insurance? Ready For The Thunder? Canada's Creditor Insurance Watchdogs! The Canadian Association of Financial Institutions in Insurance (CAFII) Creditor Insurance Watchdogs...
Jul 06, 2022•1 hr 1 min•Season 4Ep. 22
