CE Drive with Jason Watt

Small Town Pharmacist and Benefit Plans

- CE Drive w/ Jason Watt S05E03

 

Pharmacist Trevor Bills joins Dave and Jason for a discussion around small town pharmacist and benefit plans

 

Supplementary Materials:

 

Life Med Pharmacy

https://www.lifemedrx.ca/

 

RxVigilance

https://www.vigilance.ca/drug-software-rxvigilance

 

Canadian Group Insurance Brokers

https://cgib.ca/

 

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VIP Health Insurance

- CE Drive w/ Jason Watt S05E02

 

Gino Stirpe joins Jason to discuss VIP health insurance.

 

Supplementary Materials:

 

Growing wave of Albertans pay for private surgery in U.S. as pandemic delays mount

 

https://www.cbc.ca/news/canada/calgary/albertans-pay-private-surgery-in-states-as-pandemic-delays-mount-1.6244303

 

International health insurance with worldwide coverage and VIP medical services

 

https://www.vumicanada.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

 

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

Robert Klein joins Jason for a look at commercial real estate investing.

 

Supplementary Materials:

 

Robert Klein

https://robertklein.ca/

 

Establishing a Professional Corporation  https://cvo.org/Veterinary-Professionals/Professional-Corporations.aspx

 

Sua Truong

https://www.suatruong.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

 

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

John joins Jason for a discussion of the real estate business.

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Supplementary Materials:

Relo https://relo.ca/

Relo podcast https://relo.ca/recosystem/podcast/

Craig and Ian join Jason for a discussion about how Ian, a financial planner, integrates Craig’s estate planning practice into his client interactions.

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Supplementary Materials:

LightCross Tax Credit Services

The Last Word

McCulloch Financial Solutions Inc.

 

 

Paul joins Jason for a discussion about AML issues and how they show up on the ground in human trafficking operations.

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Supplementary Materials:

RESET Society Of Calgary

CEASE - Centre to End All Sexual Exploitation

Hope Restored Canada

IWIN (I'm Worth It Now)

Canada (Attorney General) v. Bedford

Project Recover

Jordan Bulhoes of BBD joins Dave and Jason for a discussion around the first renewal of the Catastrophic Health Insurance Plan.

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Supplementary Materials:

CGIB CHIP PLAN RENEWAL

Benefits by Design

Sirius Benefits

Chambers of Commerce Group Insurance Plan

everybody wants to rule the world // tears for fears // cover

3 Aspects Of Identity Covering And How It Impacts Advisors’ Happiness At Work

CGIB CHIP Webinar

Nice On

 

Executive Director of Standards and Enforcement Damienne Lebrun-Reid joins Jason for a discussion of the development and enforcement of the standards that financial planners operate under.

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Supplementary Materials:

FP Canada - Standards and Enforcement

FP Canada - Disciplinary Actions

CFP BOARD TO TIGHTEN OVERSIGHT OF FINANCIAL ADVISERS

Compliance officer Bill Donegan joins Jason for a discussion of the important changes required of advisors under the Client Focused Reforms.

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Supplementary Materials:

Client Focused Reforms – Frequently Asked Questions

CUSIP Number

 

Insurance pro Matthew Inglis has done a deep dive into creditor insurance. Join Matthew and Jason for a look at the differences between individual insurance and group creditor products.

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Supplementary Materials:

What is Junk Insurance?

Ready For The Thunder? Canada's Creditor Insurance Watchdogs!

The Canadian Association of Financial Institutions in Insurance (CAFII)

Creditor Insurance Watchdogs