All episodes

Family Law 101

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. Remember to subscribe and earn ...

Investment researcher Dan Hallett joints Jason for a discussion of investment management in the financial planning context. Remember to subscribe and earn your continue education ...

Financial planner Jason Pereira joins Jason for a discussion around the fiduciary standard and what it means for financial advisors. Remember to subscribe and earn your continue e...

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. Remember ...

Private wealth counsellor Marshall McAlister joins Jason for a discussion of endowments, RRIFs, and a brief discussion about upcoming Client Focused Reform changes. Remember to sub...

IPP: A Masterclass

Join Jason and Trevor as Jason gets a robust education about the inner workings of the IPP. Remember to subscribe and earn your continue education credits at bccquiz.online! Suppl...

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. Remembe...

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 the...

Intro to Impact Investing

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. Reme...

Older Episodes »

Podbean App

Play this podcast on Podbean App