CE Drive with Jason Watt

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

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

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

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

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 In...

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

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

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  

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 C...

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-B...

Advice-only financial planner Brett Martinson joins Jason for a discussion concerning three separate retirement planning scenarios. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: Niagara Region Money Coaches Get the Most from the Canada & Quebec Pension Plans by Delaying Benefits FinaMetrica Risk Tolerance Profiling

Cybersecurity consultant Mike Alguire joins Jason for a discussion of all things crypto-currency in the second of a two-part series. In this episode we discuss bitcoin mining and investing in cryptocurrencies. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials: Coinsquare Coinbase Mt. Gox Michael Alguire PONZI SCHEMES, PRIVATE YACHTS, AND A MISSING $250 MI...

Cybersecurity consultant Mike Alguire joins Jason for a discussion of all things crypto-currency in the first of a two-part series. In this episode we discuss the mysterious origins of bitcoin and what mining is. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: Child labor in palm oil industry tied to Girl Scout cookies TrustBIX Michael Alguire

Join Dr Daren Heyland of www.planwellguide.com for a discussion about health care decision-making and preferences. Dr Heyland discusses where financial advisors could better position health care decision-making. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: Plan Well Guide

Join Angela Armstrong of Prime Capital for a discussion of the leasing business. Angela has been providing capital to small and medium businesses for two decades. Her relationship with her customers will sound very familiar to any financial advisor. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: Prime Capital

Join Jason and Steve McEwan of MyHSA for a conversation concerning Health Spending Accounts. Steve is one of Canada’s leading experts in the field. He understands the taxes and the risks of these plans and has built a successful business providing service to advisors. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: myHSA Income Tax Folio S1-F1-C1, Medica...

Join Jason and Mark Walhout of Walhout Financial for a discussion around retirement planning. Mark applies an evidence-based approach to retirement income planning and only serves families who are anticipating retirement. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: Walhout Financial DR Pensions Consulting Get the Most from the Canada & Quebec Pension...

Join Jason and Mike McClenahan of Benefits By Design (BBD) and president of the Third Party Administrators Association of Canada (TPAAC). Mike covers a broad range of group benefits topics, including building a business, the importance of education, and flexible benefit plans. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials: Benefits by Design TPAAC Mil...

Join Jason and Dave Patriarche of Canadian Group Insurance Brokers and Mainstay Insurance. Dave is one of Canada’s leading authorities on group benefits. Subscribe at  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: Canadian Group Insurance Brokers Selling Benefits Mainstay Insurance Brokerage Inc. Hunter McCorquodale

Join Jason and AML expert Mike Cosgrove of TAMLO as they discuss the realities of money laundering and how it impacts financial services professionals. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: TAMLO Project PROTECT - Public Service Renewal in action Human Trafficking Survivor turned Financial Crimes Consultant Timea Nagy Timea's Cause Inc. Project...

Join Jason and financial planner Adrian George as they discuss advising physicians. They discuss Adrian’s path to dealing with physician clients. Adrian’s technical expertise and knowledge of behavioural finance concepts play prominently in his practice. Subscribe at  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: PLAYCHEQUES Financial Solutions The Paradox Of Choice (Te...

Join Jason and financial planner Johnathan as they discuss the finer points of the RDSP. Johnathan is highly knowledgeable about the RDSP and teaches Jason a few things along the way! Subscribe at  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: RDSP Provider User Guide RDSP: Open, transfer or rollover Rollover from a Registered Education Savings Plan to a Registered Disa...

Join Jason and financial planner Tim as they discuss the Retirement Compensation Arrangement from both a technical and behavioural perspective. Subscribe at  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: Trevor R. Parry - TRP Strategy Group Post Mortem Planning with Trevor Parry GBL Inc. Sudden Money Your Money Script The Financial Therapy Association

Join Jason and financial planners Christopher and Stephen as they discuss some of the challenges financial advisors encounter in helping clients with their estate planning. Subscribe at  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: Howe v. Laurentian Life of Canada, 1995 CanLII 9278 (NB QB)

Join Jason and financial planner and entrepreneur David Field for a discussion of David’s online CPP calculator. Subscribe at  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: Papyrus Planning CPP Calculator Crafting A Withdrawal Policy Statement For Retirement Income Distributions