CE Drive with Jason Watt: Recent Episodes
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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 businesses
https://www.theglobeandmail.com/business/article-employee-ownership-plan-budget-2023/
Employee ownership trusts in Canada: Plan carefully to avoid unintended tax consequences
https://www.millerthomson.com/en/publications/communiques-and-updates/tax-notes/june-8-2023/employee-ownership-trusts-canada-tax-consequences/
Amsted Industries
https://www.amsted.com/
Should You Trust Private Equity to Take Care of Your Dog?
https://freakonomics.com/podcast/should-you-trust-private-equity-to-take-care-of-your-dog/
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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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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 Services Plan or Health Spending Account
https://www.taxtips.ca/smallbusiness/private-health-services-plans-and-health-spending-accounts.htm
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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, FaceID
https://toronto.ctvnews.ca/mobile/family-members-locked-out-of-deceased-relatives-phones-face-grisly-problem-attempting-access-fingerprint-faceid-1.6312391
CANADIAN ESTATE PLANNING
https://www.canadianestateplanning.com/
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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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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 Clear Instructions when Drafting a Will
https://podcasts.apple.com/ca/podcast/hull-on-estates/id136880425
Hull on Estate Podcast
https://www.youtube.com/channel/UCgwK9zTUgyapgnesp2I-3lA
Willful
https://www.willful.co/
Epilogue
https://epiloguewills.com/
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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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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 discuss your particular circumstances prior to acting on the information presented.)
Financial Advisor and Mortgage Broker Jim Thornton discuss a high-net worth client’s various financial planning concerns, including restricted shares and incorporation.
Supplementary Materials:
Jim Thornton
https://assantebrantford-bfg.com/jim-thornton/
Abakhan & Associates Inc. v. Braydon Investments Ltd., 2009 BCCA 521 (CanLII)
https://www.canlii.org/en/bc/bcca/doc/2009/2009bcca521/2009bcca521.html
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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 corporate or partnership life and accident & sickness insurance licence
https://www.fsrao.ca/licensing/life-and-accident-sickness-corporate-agency-or-partnership/apply-new-corporate-or-partnership-life-and-accident-sickness-insurance-licence
THE APPROACH: SERVING THE CLIENT THROUGH NEEDS-BASED SALES PRACTICES
https://www.clhia.ca/web/CLHIA_LP4W_LND_Webstation.nsf/resources/Financial+Advisors/$file/The_Approach.pdf
Fiverr
https://www.fiverr.com/
Creative Destruction Lab (CDL)
https://creativedestructionlab.com/
Market Conduct: Life and Health Insurance Agent Supervision Framework
https://www.fsrao.ca/media/9481/download
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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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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/knowledge-for-practice/academic-research-colloquium
Journal of Financial Planning
https://www.financialplanningassociation.org/learning/publications/journal
Financial Services Review
https://www.financialservicesreview.com/
Financial Planning Review
https://onlinelibrary.wiley.com/journal/25738615
Journal of Financial Therapy
https://financialtherapyassociation.org/journal-of-financial-therapy/
Journal of Financial Counseling and Planning
https://connect.springerpub.com/content/sgrjfcp
John G. Lynch, Jr.
https://www.colorado.edu/business/leeds-directory/faculty/john-g-lynch-jr
Financial Literacy, Financial Education and Downstream Financial Behaviors
https://www.budgetchallenge.com/Portals/0/Documents/FinEd_Paper_Fernandes.pdf
The Misguided Beliefs of Financial Advisors
https://onlinelibrary.wiley.com/doi/abs/10.1111/jofi.12995
The Financial Education Fallacy
https://www.aeaweb.org/articles?id=10.1257/aer.101.3.429
Advice Only Planners
https://www.adviceonlyplanners.ca/
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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. Merton: ICAPM, Retirement, and Models in Finance
https://rationalreminder.ca/podcast/234
SNAP Projections GIS Modelling
https://youtu.be/KUdQ7GL8kyc
Kajabi
https://kajabi.com/
SNAP Projections
https://snapprojections.com/
DocHub
https://dochub.com/
OnceHub
https://oncehub.com/
Typeform
https://www.typeform.com/
Apply for or renew a property tax deferment program application
https://www2.gov.bc.ca/gov/content/taxes/property-taxes/annual-property-tax/defer-taxes
PlanEasy
https://www.planeasy.ca/
BCV Asset Management
https://bcvassetmanagement.com/
Open Policy Ontario
https://openpolicyontario.com/
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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 funding to fight high suicide rates
https://www.cbc.ca/news/canada/saskatoon/saskatchewan-first-nations-on-track-to-be-number-one-for-suicides-in-the-world-1.6635965
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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 Plans
https://springplans.ca/
Shannon Lee Simmons
https://shannonleesimmons.com/
Advice-Only Planner
https://www.adviceonlyplanners.ca/
Raising Your Fees It’s Not About The Money
https://thefinancialtherapypodcast.com/raising-your-fees-its-not-about-the-money/
SOCAN
https://www.socan.com/
Who has to pay instalments
https://www.canada.ca/en/revenue-agency/services/payments-cra/individual-payments/income-tax-instalments/who-pays-instalments.html
Wise
https://wise.com/
KOHO
https://www.koho.ca/
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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/Complaints-and-Investigations/resources-for-patients/fees
CANADIAN GROUP INSURANCE BROKERS INC.
https://cgib.ca/
Non-insured health benefits for First Nations and Inuit
https://www.sac-isc.gc.ca/eng/1572537161086/1572537234517
Interim Federal Health Program: What is covered
https://www.canada.ca/en/immigration-refugees-citizenship/services/refugees/help-within-canada/health-care/interim-federal-health-program/coverage-summary.html
Dental Services (POC 4)
https://www.veterans.gc.ca/eng/about-vac/legislation-policies/policies/document/1925
Canada Dental Benefit
https://www.canada.ca/en/revenue-agency/services/child-family-benefits/dental-benefit.html
Changes to dental programs in Ontario
https://www.health.gov.on.ca/en/pro/programs/dental/
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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/
ELECTRONIC WILLS NOW PERMITTED IN B.C.
https://www.ahbl.ca/electronic-wills-now-permitted-in-b-c/
How can we help our future selves?
https://youtu.be/tJotBbd7MwQ
New Legislation Allows for Electronic Wills, Improves Justice Accessibility
https://www.saskatchewan.ca/government/news-and-media/2022/november/28/new-legislation-allows-for-electronic-wills-improves-justice-accessibility
Bob Carter ALMI, GBA, LLQP, CIM
https://www.linkedin.com/in/bob-carter-almi-gba-llqp-cim-3036591a/?originalSubdomain=ca
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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 everyone receives Royal Assent
https://www.canada.ca/en/department-finance/news/2022/12/legislation-to-make-life-more-affordable-and-build-an-economy-that-works-for-everyone-receives-royal-assent.html
Secrets of the FHSA and OAS
https://cedrive.podbean.com/e/secrets-of-the-fhsa-and-oas/
Planning for a child with a disability
https://cedrive.podbean.com/e/planning-for-a-child-with-a-disability/
Property transfer tax
https://www2.gov.bc.ca/gov/content/taxes/property-taxes/property-transfer-tax
Bill C-32: An Act to implement certain provisions of the fall economic statement tabled in Parliament on November 3, 2022 and certain provisions of the budget tabled in Parliament on April 7, 2022
https://www.justice.gc.ca/eng/csj-sjc/pl/charter-charte/c32.html
Case Summary for Pecore v Pecore
https://canliiconnects.org/en/summaries/33319
New rules for trust reporting are coming for 2023 returns
https://www.cpacanada.ca/en/business-and-accounting-resources/taxation/blog/2022/october/new-rules-for-trust-reporting-are-coming#:~:text=The%20new%20regime%20will%20require,subject%20to%20enhanced%20reporting%20requirements.
The New Canadian Trust Reporting Rules
https://moodysprivateclient.com/podcasts/new-canadian-trust-reporting-rules/
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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/antoniogarganojm/untitled
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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/
When can a person be liable for the actions of an Estate Trustee?
https://podcasts.apple.com/ca/podcast/when-can-a-person-be-liable-for-the-actions/id136880425?i=1000581529280
The Most Hated F-Word
https://podcasts.apple.com/ca/podcast/the-most-hated-f-word/id1507212940
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Live from IAFP Symposium
- CE Drive w/ Jason Watt S05E04
Join Jason at the IAFP Symposium
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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/
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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 VIP medical services
https://www.vumicanada.com/
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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/
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John joins Jason for a discussion of the real estate business.
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Supplementary Materials:
Relo https://relo.ca/
Relo podcast https://relo.ca/recosystem/podcast/
John joins Jason for a discussion of the real estate business.
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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.
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Supplementary Materials:
LightCross Tax Credit Services
The Last Word
McCulloch Financial Solutions Inc.
Craig and Ian join Jason for a discussion about how Ian, a financial planner, integrates Craig’s estate planning practice into his client interactions.
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Supplementary Materials:
LightCross Tax Credit Services
The Last Word
McCulloch Financial Solutions Inc.
Paul joins Jason for a discussion about AML issues and how they show up on the ground in human trafficking operations.
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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.
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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 Identity Covering And How It Impacts Advisors’ Happiness At Work
CGIB CHIP Webinar
Nice On
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.
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Supplementary Materials:
FP Canada - Standards and Enforcement
FP Canada - Disciplinary Actions
CFP BOARD TO TIGHTEN OVERSIGHT OF FINANCIAL ADVISERS
Compliance officer Bill Donegan joins Jason for a discussion of the important changes required of advisors under the Client Focused Reforms.
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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.
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Supplementary Materials:
What is Junk Insurance?
Ready For The Thunder? Canada's Creditor Insurance Watchdogs!
The Canadian Association of Financial Institutions in Insurance (CAFII)
Creditor Insurance Watchdogs
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.
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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 tax proposals before the budget drops
IAFP SYMPOSIUM
Elder Abuse: You Have a Role to Play
Return for rights or things
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.
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Supplementary Materials:
K4 Financial
K4 Financial - YouTube Channel
Empower U – Building Confident Futures
CEASE - Centre to End All Sexual Exploitation
Introducing The CPP Calculator
Sean Lecomber
Wheel Of Investor Emotion
Jason flies solo for this episode. He discusses the supports he and his wife have provided for their daughter.
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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.
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Supplementary Materials:
Chartered Life Underwriter (CLU®) Designation
STEP
Wealth Planning Strategies for Canadians, 2022 Edition
Tax Court ruling a cautionary tale for small biz owners
Tracking Shares with Jonah Mayles
The Capital Dividend Account
Canadian Group Insurance Brokers founder Dave Patriarche joins Jason to discuss where group benefits plans have risk.
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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, Stories Shared
Consumer Price Index by product group, monthly, percentage change, not seasonally adjusted, Canada, provinces, Whitehorse, Yellowknife and Iqaluit
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.
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Supplementary Materials:
You&Yours Financial
Spring Plans
Good Investing Financial Planners, Ltd.
Top five investing mistakes people make
THE DROP DISTRIBUTION
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.
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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.
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Supplementary Materials:
Money Architect Financial Planning
Investment Risk Tolerance Assessment
Investor questionnaire
The charity that gave birth to a $300M global impact asset manager
Inside the Horizons One-Ticket ETFs
Islamic Finance with Mohamad Sawwaf
Recently minted CFP® Professional Christian Battistelli joins Jason for a discussion around joint ownership. Christian’s investment dealer is Assante Financial Management Ltd.
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Supplementary Materials:
MONEY ARCHITECT FINANCIAL PLANNING
Investment Risk Tolerance Assessment
Investor questionnaire
The charity that gave birth to a $300M global impact asset manager
Advisor and FinTech entrepreneur Brandon Chapman joins Jason for a discussion of how Brandon built a tech tool to simplify client onboarding.
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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.
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Supplementary Materials:
The Unintended Consequences of Conflict of Interest Disclosure
The Burden of Disclosure: Increased Compliance With Distrusted Advice
John De Goey
Standup Advisors
PROJECTION ASSUMPTION GUIDELINES (FP Canada)
Compliance pro Curtis Findlay and Regulatory Affairs lawyer Ed Skwarek join Jason for a discussion of the framework behind compliance and regulation.
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Supplementary Materials:
Canada (Minister of Citizenship and Immigration) v. Vavilov, 2019 SCC 65 (CanLII)
Ed Skwarek
Canadian Securities Administrators (CSA) FAQs
CCIR Cooperative Fair Treatment of Customers (FTC) Review – Consolidated Observations Report
Professional Trustees Darrel Johnson and Jamie Kidd join Jason to discuss the role of the professional trustee.
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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.
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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.
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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 State of the Law
Monkiri: Financial Education
Investment researcher Dan Hallett joints Jason for a discussion of investment management in the financial planning context.
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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.
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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 University - Department Of Personal Financial Planning
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.
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Supplementary Materials:
Introduction to the Genogram
The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Money Mammoth: Harness The Power of Financial Psychology to Evolve Your Money Mindset, Avoid Extinction, and Crush Your Financial Goals
Your Money Script
Alaphia Financial Wellness
Financial Therapy Association
The Power of Money Beliefs
Finding Your Own Money Story To Better Communicate With Clients
Moneygrams: Recalled Childhood Memories about Money and Adult Money Pathology
Private wealth counsellor Marshall McAlister joins Jason for a discussion of endowments, RRIFs, and a brief discussion about upcoming Client Focused Reform changes.
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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.
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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.
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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.
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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.
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Supplementary Materials:
Kindwealth
Impact Investing
Moving Beyond Modern Portfolio Theory: Investing That Matters
Geenees
NEA
Adasina Social Capital
NEI Investments
Calvert Institute for Responsible Investing
Vancity
Rally Assets
SVX
CNote
Insurer executive Meghan Vallis joins Jason for a wide-ranging discussion of topics in group benefits.
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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.
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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.
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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.
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Supplementary Materials:
STANDARDS OF PROFESSIONAL RESPONSIBILITY - FP Canada
Agent Code of Conduct - Life Insurance Council of Saskatchewan
CODE OF PROFESSIONAL CONDUCT - Advocis
Draft Rules of Conduct - FP Canada
Financial planner and insurance specialist Jeremiah Renner joins Jason and shares the secret sauce that help him succeed in the family insurance market.
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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-Based Sales Practices
Advice-only financial planner Brett Martinson joins Jason for a discussion concerning three separate retirement planning scenarios.
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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.
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Supplementary Materials:
Coinsquare
Coinbase
Mt. Gox
Michael Alguire
PONZI SCHEMES, PRIVATE YACHTS, AND A MISSING $250 MILLION IN CRYPTO: THE STRANGE TALE OF QUADRIGA
John McAfee
Guide for cryptocurrency users and tax professionals
CSA Staff Notice 21-327 Guidance on the Application of Securities Legislation to Entities Facilitating the Trading of Crypto Assets
ARK's Exchange Traded Funds (ETFs)
First North American bitcoin ETF launching in Canada
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.
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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.
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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.
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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.
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Supplementary Materials:
myHSA
Income Tax Folio S1-F1-C1, Medical Expense Tax Credit
CEBS
Private Health Services Plan or Health Spending Account - Tax-Free Benefit for Employees
Coverage Limits for Private Health Services Plans (CRA/CLHIA position)
Heads Up Adviser
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.
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Supplementary Materials:
Walhout Financial
DR Pensions Consulting
Get the Most from the Canada & Quebec Pension Plans by Delaying Benefits
Tax Moves for Year End and Thinking About The Impact of Higher Taxes for Retirees
Nick Murray
Morgan Housel: The Psychology of Money
Retirement Researcher
The Financial Planning Association of Canada
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.
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Supplementary Materials:
Benefits by Design
TPAAC
Million Dollar Round Table (MDRT)
WILL ROBOTS TAKE MY JOB?
Zenefits
Canadian Group Insurance Brokers
The Challenger Sale: Taking Control of the Customer Conversation
CUBIC HEALTH INC.
Join Jason and Dave Patriarche of Canadian Group Insurance Brokers and Mainstay Insurance. Dave is one of Canada’s leading authorities on group benefits.
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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.
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Supplementary Materials:
TAMLO
Project PROTECT - Public Service Renewal in action
Human Trafficking Survivor turned Financial Crimes Consultant Timea Nagy
Timea's Cause Inc.
Project Octavia
FinCEN Files
Capacity Concerns
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.
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Supplementary Materials:
PLAYCHEQUES Financial Solutions
The Paradox Of Choice (Ted Talk)
Predictably Irrational, Revised and Expanded Edition: The Hidden Forces That Shape Our Decisions
On Second Thought: Outsmarting Your Mind's Hard-Wired Habits
Hal Hershfield - UCLA Anderson Board of Advisors Term Chair in Management; Associate Professor of Marketing
Corporate Divorces and Butterflies
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!
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Supplementary Materials:
RDSP Provider User Guide
RDSP: Open, transfer or rollover
Rollover from a Registered Education Savings Plan to a Registered Disability Savings Plan
T2201 Disability Tax Credit Certificate
Join Jason and financial planner Tim as they discuss the Retirement Compensation Arrangement from both a technical and behavioural perspective.
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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.
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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.
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Supplementary Materials:
Papyrus Planning
CPP Calculator
Crafting A Withdrawal Policy Statement For Retirement Income Distributions
Join Jason and financial planner Alexandra Macqueen for a wide-ranging discussion concerning a range of financial planning issues.
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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 Columbia
Financial Planning Association of Canada
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.
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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.
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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.
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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.
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Supplementary Materials:
- Erin Lafuente
Join Jason and Lisa for a discussion of cash flow planning for business owners.
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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.
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Join Jason and Jessica for a discussion of insurance underwriting.
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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.
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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.
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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.
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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
· Investor protection
· Fiduciary relationships
· Buy-side and sell-side
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Supplementary Materials:
Portfolio Management Association of Canada (PMAC)
Anchor Pacific Investment Management
Ontario Security Commission: Securities Law
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
· Investor protection
· Fiduciary relationships
· Buy-side and sell-side
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
Portfolio Management Association of Canada (PMAC)
Anchor Pacific Investment Management
Ontario Security Commission: Securities Law & Instruments
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.
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Join Jason and Ian in this episode about debt management!
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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!
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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.
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Supplementary Materials:
Corporate Tax Rates
Ontario Consultation
US CFP Board financial planning definitions
Ontario financial planning legislation
Manitoba personal tax rates
- 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.
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Supplementary Materials:
How To Structure Your Earn Out (Without Getting Burned)
Serving Clients Through Needs-Based Sales Practices
Projection-Free Financial Planning To Avoid A False Sense Of Precision
Projection Assumption Guidelines
Client Name and Nominee Name Accounts
Kitces and Carl Podcast
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.
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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
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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.
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In this episode, Jason and his guests, Shyam and Chris, discussed two specific financial planning cases. One of them is about clients who are small business owners and the other about clients who are relocating to Canada from the U.S.
Supplementary Materials:
Serre Financial
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In this episode, Jason and his guests, Craig and Ian, revisit financial planning for people with disabilities, specifically regarding the Registered Disability Savings Plan.
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In this bonus episode, Jason is on location at the CFP Board Conference with Ryan and Tanya. They share their experiences at the conference and their favorite sections.
Supplementary Materials:
Money Beliefs and Financial Behaviors: Development of the Klontz Money Script Inventory
FTA (Financial Therapy Association)
Financial Consumer Agency of Canada
CFP Board 2019 ACADEMIC RESEARCH COLLOQUIUM
Financial Planning Research Highlights From The 2019 CFP Board Academic Research Colloquium
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In this episode, Jason and his guests, Chris, Craig, and Mitchell, share their ideas and experiences in retirement planning.
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In this episode, Jason and his guests, Megan and Russ, talk about how to optimize your value for your clients.
Supplementary Materials:
CGIB (Canadian Group Insurance Brokers)
The Benefits Corner Podcast
Employee Group Benefit Insight: An Informal Reference Guide
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In this episode, Jason and his guests, Kelvin and Derrick, share insights about managing assets.
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In this episode, Jason and his guests discuss how human behavior and tendencies affect financial planning.
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In this episode, Jason and his guests, Kent and Marshall, talk about Canada Pension Plan and how to utilize it.
Supplementary Materials:
Canada Pension Plan/Old Age Security Quarterly Report – Monthly Amounts and Related Figures From October to December 2018
Factors in timing the CPP withdrawal
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In this episode, Jason discussed the benefits of advisor education, how to choose the education that works for you, and much more with his guests, Kent and Ian.
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In this episode, Jason and his guests, Kelly and Jeff, talked about divorce from the perspective of financial planning.
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In this very first episode of CE Drive, Jason discussed disability tax benefits, their pros and cons, and their nuances with his guests, Derek and Melanie.
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