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Join Jason and Dave Patriarche of Canadian Group Insurance Brokers and Mainstay Insurance. Dave is one of Canada’s leading authorities on group benefits. Remember to subscribe and ...

AML: Why it Matters

Join Jason and AML expert Mike Cosgrove of TAMLO as they discuss the realities of money laundering and how it impacts financial services professionals. Remember to subscribe and ea...

Advising Physicians

Join Jason and financial planner Adrian George as they discuss advising physicians. They discuss Adrian’s path to dealing with physician clients. Adrian’s technical expertise and k...

RDSP Specialist

Join Jason and financial planner Johnathan as they discuss the finer points of the RDSP. Johnathan is highly knowledgeable about the RDSP and teaches Jason a few things along the w...

Join Jason and financial planner Tim as they discuss the Retirement Compensation Arrangement from both a technical and behavioural perspective. Remember to subscribe and earn your ...

Join Jason and financial planners Christopher and Stephen as they discuss some of the challenges financial advisors encounter in helping clients with their estate planning. Remembe...

Join Jason and financial planner and entrepreneur David Field for a discussion of David’s online CPP calculator. Remember to subscribe and earn your continue education credits at b...

Join Jason and financial planner Alexandra Macqueen for a wide-ranging discussion concerning a range of financial planning issues. Remember to subscribe and earn your continue educ...

Join Jason and lawyer Howard Goldford discussing how WCB in Alberta administers claims, how disputes are handled, and how this relates to other income loss benefits. Remember to su...

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