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. Subscribe at the CE Drive Podcast Page to get access to Quizzes! Supplementary Materials: Larry A. Wood 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 IAFP SYMPOSIUM Elder Abuse: You Have a Role to Play Return for right...
Jun 22, 2022•1 hr 7 min•Season 4Ep. 21
Due to technical difficulties, season 4 episode 21 will be delayed until Jun 22. Thank you for your patience and understanding.
Jun 08, 2022•2 min
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 K4 Financial - YouTube Channel Empower U – Building Confident Futures CEASE - Centre to End All Sexual Exploitation Introducing The CPP Calculator Sean Lecomber Wheel Of Investor Emotion...
May 25, 2022•1 hr 6 min•Season 4Ep. 20
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: AISH Program Policy I cosigned a motorcycle loan and the owner passed away: What are my obligations to the bank?...
May 11, 2022•1 hr 2 min•Season 4Ep. 19
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 STEP Wealth Planning Strategies for Canadians, 2022 Edition Tax Court ruling a cautionary tale for small biz owners Tracking Shares with Jonah Mayles The Capital Dividend Account...
Apr 27, 2022•1 hr 4 min•Season 4Ep. 18
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 Consumer Price Index by product group, monthly, percentage change, not seasonally adjusted,...
Apr 13, 2022•1 hr 4 min•Season 4Ep. 17
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: What Is Nest Wealth’s Fee Structure? FaithLife Financial Gold Investment Management Ltd....
Mar 30, 2022•1 hr 5 min•Season 4Ep. 16
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: You&Yours Financial Spring Plans Good Investing Financial Planners, Ltd. Top five investing mistakes people make THE DROP DISTRIBUTION...
Mar 16, 2022•1 hr 2 min•Season 4Ep. 15
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: GBL Inc.
Mar 02, 2022•1 hr 9 min•Season 4Ep. 14
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 Investor questionnaire The charity that gave birth to a $300M global impact asset manager Inside the Horizons One-Ticket ETFs Islamic Finance with Mohamad Sawwaf...
Feb 16, 2022•1 hr 1 min•Season 4Ep. 13
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 Investor questionnaire The charity that gave birth to a $300M global impact asset manager...
Feb 02, 2022•1 hr 6 min•Season 4Ep. 12
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 SaaS Wealth AdvisorFlow SFU Alumni Association Communication Essentials for Financial Planners: Strategies and Techniques...
Jan 19, 2022•1 hr 5 min•Season 4Ep. 11
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 John De Goey Standup Advisors PROJECTION ASSUMPTION GUIDELINES (FP Canada)...
Jan 05, 2022•1 hr 10 min•Season 4Ep. 10
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) Ed Skwarek Canadian Securities Administrators (CSA) FAQs CCIR Cooperative Fair Treatment of Customers (FTC) Review – Consolidated Observations Report...
Dec 22, 2021•1 hr 2 min•Season 4Ep. 9
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: Sorrell Private Trust (SPT) AARON HECTOR, B.COMM., CFP, R.F.P., TEP...
Dec 08, 2021•1 hr 2 min•Season 4Ep. 8
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: Monkiri SmartSAVER Is Financial Literacy Dangerous? Financial Literacy, Behavioral Factors, and Financial Choices of Households...
Nov 24, 2021•55 min•Season 4Ep. 7
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: McLean Legal Family Lawyers Valour Canada Calgary Military Family Resource Centre (MFRC) Unmarried Spouses and the Joint Family Venture: An Update on the State of the Law Monkiri: Financial Education...
Nov 10, 2021•1 hr 7 min•Season 4Ep. 6
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, CFA, CFP The MoneySaver Podcast Dan Hallett on Robo-Advisors, Financial Advice, and CRM2 Principles for Responsible Investment Michael J. Mauboussin...
Oct 27, 2021•57 min•Season 4Ep. 5
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...
Oct 13, 2021•1 hr 6 min•Season 4Ep. 4
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: Introduction to the Genogram The Psychology of Money: Timeless lessons on wealth, greed, and happiness Money Mammoth: Harness The Power of Financial Psychology to Evolve Your Money Mindset, Avoid Extinction, and Crush Your Financial Goals ...
Sep 29, 2021•58 min•Season 4Ep. 3
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: Should You Use a Rising Equity Glide Path in Retirement? Marshall McAlister, CFA...
Sep 15, 2021•1 hr 2 min•Season 4Ep. 2
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: TRP Strategy Group Lea Koiv & Associates Inc. CAFA Canada Trustco Mortgage Co. v. Canada...
Sep 01, 2021•1 hr 8 min•Season 4Ep. 1
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: Mackenzie Insurance Group Inc
Aug 18, 2021•1 hr 1 min•Season 3Ep. 25
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: Relational Money Inc. Money Disorder Assessment Financial Therapy Association Journal of Financial Therapy...
Aug 04, 2021•1 hr 4 min•Season 3Ep. 24
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: Kindwealth Impact Investing Moving Beyond Modern Portfolio Theory: Investing That Matters Geenees NEA Adasina Social Capital NEI Investments Calvert Institute for Responsible Investing Vancity Rally Assets SVX CNote...
Jul 21, 2021•1 hr 15 min•Season 3Ep. 23
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 myFlex Benefits The Group Advisor Blog...
Jul 07, 2021•1 hr 4 min•Season 3Ep. 22
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: Spring Plans Financial Planning Association of Canada Advice-Only Planners Neuroscience, Leadership and David Rock's SCARF Model...
Jun 20, 2021•1 hr 3 min•Season 3Ep. 21
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: PULSE WEALTH MANAGEMENT
Jun 06, 2021•1 hr 3 min•Season 3Ep. 20
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 CODE OF PROFESSIONAL CONDUCT - Ad...
May 26, 2021•1 hr 14 min•Season 3Ep. 19
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) Serving Clients Through Needs-Based Sales Practices...
May 12, 2021•1 hr 7 min•Season 3Ep. 18
