May 11th, 2022
Planning for a Child with a Disability
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...
May 11th, 2022
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...
Apr 27th, 2022
Lifelong learner and insurance wholesaler Amanda joins Jason for a conversation about insurance leverage, lifelong learning, insurance transfers, and corporate insurance ownership....
Apr 13th, 2022
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...
Mar 30th, 2022
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...
Mar 16th, 2022
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...
Mar 2nd, 2022
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...
Feb 16th, 2022
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...
Feb 2nd, 2022
Recently minted CFP® Professional Christian Battistelli joins Jason for a discussion around joint ownership. Christian’s investment dealer is Assante Financial Management Ltd. Reme...
Jan 19th, 2022
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...