CE Drive with Jason Watt

Join Jason and financial planner Alexandra Macqueen for a wide-ranging discussion concerning a range of financial planning issues. Subscribe at  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: Open Policy Ontario Caring for Clients Kitces & Carl Financial Services Regulatory Authority of Ontario (FSRA) Warning: Unsolicited Career Advice Insurance Council of British Columb...

Join Jason and lawyer Howard Goldford discussing how WCB in Alberta administers claims, how disputes are handled, and how this relates to other income loss benefits. Subscribe at  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: Goldford Law Office

Join Jason, Shawn, and Corey for a discussion about using social media and podcasts as tools for marketing and client communication. Subscribe at  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: Mind And Money ECIVDA - Financial Planning Boutique Kitces & Carl Dr. Brad Klontz on TikTok

Join Jason and Lori for a discussion about group benefits. Subscribe at  CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: "Perspective" in Employee Benefits: From a Professional Practitioner CLHIA announces withdrawal of Guideline G19

Join Jason and Erin for a discussion of incapacity concerns, followed by Jason discussing policies and procedures for testing a client’s capacity. Subscribe at the CE Drive Podcast Page  to get access to Quizzes! Supplementary Materials: Erin Lafuente

Join Jason and Lisa for a discussion of cash flow planning for business owners.   Subscribe at the CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials:   Growing Your Financial Advisory Practice

Join Jason and Erin for a discussion of the perils of business owners who haven't done sufficient personal planning, and how the advisor can help mitigate these concerns.   Subscribe at the CE Drive Podcast Page  to get access to Quizzes!

Join Jason and Jessica for a discussion of insurance underwriting. Subscribe at the CE Drive Podcast Page  to get access to Quizzes!  Supplementary Materials: Ontario man says life insurance application denied due to anxiety disorder MIND AND MONEY

In this episode, Jason and Darren discuss life insurance leverage strategy.   Subscribe at the CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials:   Tax Court ruling a cautionary tale for small biz owners

In this episode, Jason and his guests, Tab and Brad, discuss retirement planning, specifically pensions and CPP disability.   Subscribe at the CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials: Canada Pension Plan (CPP) Disability Benefits by Class of Diagnosis

Jason and his guest, Chris, discuss a RRIF beneficiary designation gone wrong and how it was resolved.   Subscribe at the CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials: Office of the Public Guardian and Trustee (OPGT) forms What happens when an RRSP annuitant dies Standards of Professional Responsibility

Join Jason and Steve for a discussion of the role of the Outsourced Chief Investment Officer.  Part 2 of 2 This conversation covers: ·       Registration categories for investment professionals. ·       Regulation requirements for Investment Counsel / Portfolio Managers (ICPM) ·       Differences between the US and Canadian markets ·       The history of discretionary investment management ·      ...

Join Jason and Steve for a discussion of the role of the Outsourced Chief Investment Officer.  Part 1 of 2 This conversation covers: ·       Registration categories for investment professionals. ·       Regulation requirements for Investment Counsel / Portfolio Managers (ICPM) ·       Differences between the US and Canadian markets ·       The history of discretionary investment management ·      ...

In this episode, Jason and Michael discuss a couple of scenarios in which Michael was able to put insurance in force to support buy-sell arrangements.   Subscribe at the CE Drive Podcast Page  to get access to Quizzes!

Join Jason and Ian in this episode about debt management!   Subscribe at the CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials: Free Online Debt Snowball/Avalanche Calculator The Cost of AAA Hockey Credit Karma - Free Credit Score Borrowell - Free Credit Score Create A Rewarding Charity Experience For Senior Clients Debt Free in 30 Podcast  

Are you a CFP Professional or Level 1 Certificant who still needs their professional responsibility credit? We have a session upcoming on Wednesday, December 10th.

Join Jason and Ray as they continue their discussion about incorporating!   Subscribe at the CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials:   HLH Chartered Professional Accountants

Join Jason and Ray as they discuss the benefits of incorporation for a medical professional. They also discuss the state of regulation of financial planning and financial advice.   Subscribe at the CE Drive Podcast Page  to get access to Quizzes!   Supplementary Materials: Corporate Tax Rates Ontario Consultation US CFP Board financial planning definitions Ontario financial planning legislation Ma...

Join Jason and his guests Mitchell and Garrett as they discuss buying a block of investment business, and getting clients used to hearing retirement advice from a young advisor.   Remember to subscribe and and earn your continue education credits at bccquiz.online!   Supplementary Materials: How To Structure Your Earn Out (Without Getting Burned) Serving Clients Through Needs-Based Sales Practices...

  In this episode, our guests, Mitchell and Megan, each has a unique story about using unconventional methods to help their clients get the most out of their services.   Subscribe at the CE Drive Podcast Page  to get access to Quizzes!

In this episode, Jason and his guests, Derek and Dawn, share their experiences in dealing with clients who may be experiencing diminishing mental capacity. Supplementary Materials: Mental Health & The Financial Advice Relationship Subscribe at the CE Drive Podcast Page  to get access to Quizzes!

In this episode, Jason and his guests, Nathen and Kelley, talked about using elements of the financial planning process to bring values to their clients.   Subscribe at the CE Drive Podcast Page  to get access to Quizzes!