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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!   Su...

Lifelong learner and insurance wholesaler Amanda joins Jason for a conversation about insurance leverage, lifelong learning, insurance transfers, and corporate insurance ownership....

Canadian Group Insurance Brokers founder Dave Patriarche joins Jason to discuss where group benefits plans have risk. Remember to subscribe and earn your continue education credits...

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. Remember to subscribe and ea...

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...

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. R...

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. Remember to subscribe a...

Recently minted CFP® Professional Christian Battistelli joins Jason for a discussion around joint ownership. Christian’s investment dealer is Assante Financial Management Ltd. Reme...

Advisor and FinTech entrepreneur Brandon Chapman joins Jason for a discussion of how Brandon built a tech tool to simplify client onboarding. Remember to subscribe and earn your co...

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