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Get all your Continuing Education credits for Canadian Financial Planners, Investment Advisors, and Insurance Agents in a podcast! Subscribe at bccquiz.online for the quiz.
Episodes
Monday Nov 06, 2023
Monday Nov 06, 2023
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
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
Amsted Industries
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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Wednesday Aug 02, 2023
Wednesday Aug 02, 2023
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
Pension unlocking: non-hardship
Benefits2
Remember to like and share! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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Wednesday Jul 19, 2023
Wednesday Jul 19, 2023
Comparing Individual Health Insurance
- CE Drive w/ Jason Watt S05E21
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
Private Health Services Plan or Health Spending Account
https://www.taxtips.ca/smallbusiness/private-health-services-plans-and-health-spending-accounts.htm
Remember to like and share! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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Wednesday Jul 05, 2023
Wednesday Jul 05, 2023
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
CANADIAN ESTATE PLANNING
https://www.canadianestateplanning.com/
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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Wednesday Jun 21, 2023
Wednesday Jun 21, 2023
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
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
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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Wednesday Jun 07, 2023
Wednesday Jun 07, 2023
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
Epilogue
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Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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Wednesday May 24, 2023
Wednesday May 24, 2023
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)
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/
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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Wednesday May 10, 2023
Wednesday May 10, 2023
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
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
Follow us on social media:
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Wednesday Apr 26, 2023
Wednesday Apr 26, 2023
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
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
THE APPROACH: SERVING THE CLIENT THROUGH NEEDS-BASED SALES PRACTICES
Fiverr
Creative Destruction Lab (CDL)
https://creativedestructionlab.com/
Market Conduct: Life and Health Insurance Agent Supervision Framework
https://www.fsrao.ca/media/9481/download
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
Follow us on social media:
Facebook: https://www.facebook.com/BusinessCareerCollege/
LinkedIn: https://www.linkedin.com/company/business-career-college/
Twitter: https://twitter.com/BCCEdmonton
Wednesday Apr 12, 2023
Wednesday Apr 12, 2023
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
Trends and Statistics in Employee Benefits: A Quick Guide for Small Business Owners
https://beniplus.ca/blog-trends-in-benefits/
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
Follow us on social media:
Facebook: https://www.facebook.com/BusinessCareerCollege/
LinkedIn: https://www.linkedin.com/company/business-career-college/
Twitter: https://twitter.com/BCCEdmonton