CE Drive with Jason Watt

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 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 https://www.millerthomson.com/en/publications/communiques-and-updates/tax-notes/june-8-2023/employee-ownership-trusts-canada-tax-consequences/   Amsted Industries https://www.amsted.com/   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/   Remember to like and share! 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://twitter.com/BCCEdmonton

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://www.benefits2.ca/   Remember to like and share! 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://twitter.com/BCCEdmonton

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_source=share&utm_medium=member_desktop   Private Health Services Plan or Health Spending Account https://www.taxtips.ca/smallbusiness/private-health-services-plans-and-health-spending-accounts.htm   Remember to like and share! 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://twitter.com/BCCEdmonton

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 https://toronto.ctvnews.ca/mobile/family-members-locked-out-of-deceased-relatives-phones-face-grisly-problem-attempting-access-fingerprint-faceid-1.6312391   CANADIAN ESTATE PLANNING https://www.canadianestateplanning.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.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://twitter.com/BCCEdmonton

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 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://twitter.com/BCCEdmonton

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 https://www.willful.co/   Epilogue https://epiloguewills.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.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://twitter.com/BCCEdmonton

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/   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://twitter.com/BCCEdmonton

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   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://twitter.com/BCCEdmonton

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 https://www.fsrao.ca/media/6116/download   Apply for a new corporate or partnership life and accident & sickness insurance licence https://www.fsrao.ca/licensing/life-and-accident-sickness-corporate-agency-or-partnership/apply-new-corporate-or-partnership-life-and-accident-sickness-insurance-licence   THE APPROACH: SERVING THE CLIENT THROUGH NEEDS-BASED SALES PRACTICES https://www.clhia.ca/web/CLHIA_LP4W_LND_Webstation.nsf/resources/Financial+Advisors/$file/The_Approach.pdf   Fiverr https://www.fiverr.com/   Creative Destruction Lab (CDL) https://creativedestructionlab.com/   Market Conduct: Life and Health Insurance Agent Supervision Framework https://www.fsrao.ca/media/9481/download   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://twitter.com/BCCEdmonton

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 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://twitter.com/BCCEdmonton

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/   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://twitter.com/BCCEdmonton

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 https://youtu.be/KUdQ7GL8kyc   Kajabi https://kajabi.com/   SNAP Projections https://snapprojections.com/   DocHub https://dochub.com/   OnceHub https://oncehub.com/   Typeform https://www.typeform.com/   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 https://www.planeasy.ca/   BCV Asset Management https://bcvassetmanagement.com/   Open Policy Ontario https://openpolicyontario.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.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://twitter.com/BCCEdmonton

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-track-to-be-number-one-for-suicides-in-the-world-1.6635965   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://twitter.com/BCCEdmonton

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.adviceonlyplanners.ca/   Raising Your Fees It's Not About The Money https://thefinancialtherapypodcast.com/raising-your-fees-its-not-about-the-money/   SOCAN https://www.socan.com/   Who has to pay instalments https://www.canada.ca/en/revenue-agency/services/payments-cra/individual-payments/income-tax-instalments/who-pays-instalments.html   Wise https://wise.com/   KOHO https://www.koho.ca/   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://twitter.com/BCCEdmonton

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/   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 https://www.canada.ca/en/immigration-refugees-citizenship/services/refugees/help-within-canada/health-care/interim-federal-health-program/coverage-summary.html   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/   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://twitter.com/BCCEdmonton

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 future selves? https://youtu.be/tJotBbd7MwQ   New Legislation Allows for Electronic Wills, Improves Justice Accessibility https://www.saskatchewan.ca/government/news-and-media/2022/november/28/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   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://twitter.com/BCCEdmonton

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-life-more-affordable-and-build-an-economy-that-works-for-everyone-receives-royal-assent.html   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 https://www.cpacanada.ca/en/business-and-accounting-resources/taxation/blog/2022/october/new-rules-for-trust-reporting-are-coming#:~:text=The%20new%20regime%20will%20require,subject%20to%20enhanced%20reporting%20requirements.   The New Canadian Trust Reporting Rules https://moodysprivateclient.com/podcasts/new-canadian-trust-reporting-rules/   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://twitter.com/BCCEdmonton

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 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://twitter.com/BCCEdmonton

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-a-person-be-liable-for-the-actions/id136880425?i=1000581529280   The Most Hated F-Word https://podcasts.apple.com/ca/podcast/the-most-hated-f-word/id1507212940   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://twitter.com/BCCEdmonton

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://twitter.com/BCCEdmonton

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 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://twitter.com/BCCEdmonton

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 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://twitter.com/BCCEdmonton

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.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://twitter.com/BCCEdmonton

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/

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.    

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

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  

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

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  

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

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 rights or things

Due to technical difficulties, season 4 episode 21 will be delayed until Jun 22.  Thank you for your patience and understanding. 

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

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?

Lifelong learner and insurance wholesaler Amanda joins Jason for a conversation about insurance leverage, lifelong learning, insurance transfers, and corporate insurance ownership. Remember to subscribe and earn your continue education credits at bccquiz.online!   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

Canadian Group Insurance Brokers founder Dave Patriarche joins Jason to discuss where group benefits plans have risk. Remember to subscribe and earn your continue education credits at bccquiz.online! 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, Canada, provinces, Whitehorse, Yellowknife and Iqaluit

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.

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. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: You&Yours Financial Spring Plans Good Investing Financial Planners, Ltd. Top five investing mistakes people make THE DROP DISTRIBUTION

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. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: GBL Inc.

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. Remember to subscribe and earn your continue education credits at bccquiz.online! 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  

Recently minted CFP® Professional Christian Battistelli joins Jason for a discussion around joint ownership. Christian's investment dealer is Assante Financial Management Ltd. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: MONEY ARCHITECT FINANCIAL PLANNING Investment Risk Tolerance Assessment Investor questionnaire The charity that gave birth to a $300M global impact asset manager  

Advisor and FinTech entrepreneur Brandon Chapman joins Jason for a discussion of how Brandon built a tech tool to simplify client onboarding. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: MEET JANE SaaS Wealth AdvisorFlow SFU Alumni Association Communication Essentials for Financial Planners: Strategies and Techniques

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. Remember to subscribe and earn your continue education credits at bccquiz.online! 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)  

Compliance pro Curtis Findlay and Regulatory Affairs lawyer Ed Skwarek join Jason for a discussion of the framework behind compliance and regulation. Remember to subscribe and earn your continue education credits at bccquiz.online! 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

Professional Trustees Darrel Johnson and Jamie Kidd join Jason to discuss the role of the professional trustee. Remember to subscribe and earn your continue education credits at bccquiz.online!   Supplementary Materials: Sorrell Private Trust (SPT) AARON HECTOR, B.COMM., CFP, R.F.P., TEP

Impact Entrepreneur Trevor Schonewille joins Jason for a discussion around building a technology platform for financial literacy education. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: Monkiri SmartSAVER Is Financial Literacy Dangerous? Financial Literacy, Behavioral Factors, and Financial Choices of Households

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. Remember to subscribe and earn your continue education credits at bccquiz.online!   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

Investment researcher Dan Hallett joints Jason for a discussion of investment management in the financial planning context. Remember to subscribe and earn your continue education credits at bccquiz.online!   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

Financial planner Jason Pereira joins Jason for a discussion around the fiduciary standard and what it means for financial advisors. Remember to subscribe and earn your continue education credits at bccquiz.online! 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  

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. Remember to subscribe and earn your continue education credits at bccquiz.online! 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 Your Money Script Alaphia Financial Wellness Financial Therapy Association The Power of Money Beliefs Finding Your Own Money Story To Better Communicate With Clients Moneygrams: Recalled Childhood Memories about Money and Adult Money Pathology

Private wealth counsellor Marshall McAlister joins Jason for a discussion of endowments, RRIFs, and a brief discussion about upcoming Client Focused Reform changes. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: Should You Use a Rising Equity Glide Path in Retirement? Marshall McAlister, CFA