CE Drive with Jason Watt
Contingency Planning for Business Owners

Contingency Planning for Business Owners

June 24, 2020

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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Insurance Underwriting

Insurance Underwriting

June 10, 2020

Join Jason and Jessica for a discussion of insurance underwriting.

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 Supplementary Materials:

Life Insurance Leverage

Life Insurance Leverage

May 13, 2020

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

Retirement Planning - Pensions and CPP Disability

Retirement Planning - Pensions and CPP Disability

April 29, 2020

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

RRIF Beneficiary Gone Wrong

RRIF Beneficiary Gone Wrong

April 15, 2020

Jason and his guest, Chris, discuss a RRIF beneficiary designation gone wrong and how it was resolved.

 

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Supplementary Materials:

Outsourced Chief Investment Officer - Part 2 of 2

Outsourced Chief Investment Officer - Part 2 of 2

March 31, 2020

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

Outsourced Chief Investment Officer - Part 1 of 2

Outsourced Chief Investment Officer - Part 1 of 2

March 18, 2020

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

 

Remember to subscribe and earn your continue education credits at bccquiz.online!

 

Supplementary Materials:

Portfolio Management Association of Canada (PMAC)

Anchor Pacific Investment Management

Ontario Security Commission: Securities Law & Instruments

Insuring Business Owner

Insuring Business Owner

March 4, 2020

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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Debt Management

Debt Management

February 18, 2020

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

 

A Quick Announcement

A Quick Announcement

December 3, 2019

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.