CE Drive with Jason Watt

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 Ident...

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 ADVI...

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 Financia...

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 t...

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 Sea...

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. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials: Chartered Life Underwriter (CLU®) Designation STEP Wealth Planning Strategies for Canadians, 2022 Edition Tax Court ruling a...

Canadian Group Insurance Brokers founder Dave Patriarche joins Jason to discuss where group benefits plans have risk. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes! 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, Stor...

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. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials: You&Yours Financial Spring Plans Good Investing Financial Planners, Ltd. Top five investing mistakes peopl...

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. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   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. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials: Money Architect Financial Planning Investment Risk Tolerance Assessment Investor questionnaire The charity that gave birth to a $300M global impact a...

Recently minted CFP® Professional Christian Battistelli joins Jason for a discussion around joint ownership. Christian’s investment dealer is Assante Financial Management Ltd. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials: MONEY ARCHITECT FINANCIAL PLANNING Investment Risk Tolerance Assessment Investor questionnaire The charity that gave birth to a $3...

Advisor and FinTech entrepreneur Brandon Chapman joins Jason for a discussion of how Brandon built a tech tool to simplify client onboarding. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   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. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials: The Unintended Consequences of Conflict of Interest Disclosure The Burden of Disclosure: Increased Compliance With Distrusted Ad...

Compliance pro Curtis Findlay and Regulatory Affairs lawyer Ed Skwarek join Jason for a discussion of the framework behind compliance and regulation. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials: Canada (Minister of Citizenship and Immigration) v. Vavilov, 2019 SCC 65 (CanLII) Ed Skwarek Canadian Securities Administrators (CSA) FAQs CCIR Cooperative...

Professional Trustees Darrel Johnson and Jamie Kidd join Jason to discuss the role of the professional trustee. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   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. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   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. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   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 Sta...

Investment researcher Dan Hallett joints Jason for a discussion of investment management in the financial planning context. Subscribe at  CE Drive Podcast Page  to get access to Quizzes!   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. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   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 Univ...

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. Subscribe at the  CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials: Introduction to the Genogram The Psychology of Money: Timeless lessons on wealth, greed, and happiness Money Mammoth: Harness The Power...