CE Drive with Jason Watt
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Get all your Continuing Education credits for Canadian Financial Planners, Investment Advisors, and Insurance Agents in a podcast!
CE Drive with Jason Watt
8M ago
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
CE Drive with Jason Watt
9M ago
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/
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CE Drive with Jason Watt
9M ago
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
CE Drive with Jason Watt
10M ago
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
CE Drive with Jason Watt
10M ago
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/
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CE Drive with Jason Watt
11M ago
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/
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CE Drive with Jason Watt
1y ago
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
CE Drive with Jason Watt
1y ago
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
CE Drive with Jason Watt
1y ago
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/
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Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our ..read more
CE Drive with Jason Watt
1y ago
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