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 busin ..read more

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 ..read more

Comparing Individual Health Insurance - CE Drive w/ Jason Watt S05E201   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 ..read more

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 ..read more

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 commen ..read more

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 Jas ..read more

Corporate Tax Planning - CE Drive w/ Jason Watt S05E16   Financial Advisor and Mortgage Broker Jim Thornton discuss a high-net worth client’s various financial planning concerns, including restricted shares and incorporation. 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 www.assantebrantford-bfg.com to discuss your particular circumstances ..read more

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 co ..read more

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 ..read more

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/knowl ..read more