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.socialcapitalpa...

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://ww...

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://...

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 & A...

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 http...

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 Cl...

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 Intergenera...

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 di...

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-...

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/...

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-scien...

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. Mer...

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 f...

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 Plan...

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/Com...

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/   ELECT...

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...

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/antonio...

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/   Whe...

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/Bu...

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 shar...

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...

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 Continui...

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.