CE Drive with Jason Watt

Secrets of the FHSA and OAS

Financial Planner Aaron Hector joins Jason for a conversation revealing some tips and tricks with OAS and the new Tax Free First Home Savings Account.

 

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Supplementary Materials:

Larry A. Wood

OAS clawback secrets for the high-net-worth

Everything You Need to Know About the New Tax-Free First Home Savings Account

Tracking Liberal tax proposals before the budget drops

IAFP SYMPOSIUM

Elder Abuse: You Have a Role to Play

Return for rights or things

Episode Delay Notice

Due to technical difficulties, season 4 episode 21 will be delayed until Jun 22. 

Thank you for your patience and understanding. 

How Comedy Drove Me to Financial Planning

Financial Planner and YouTube celebrity Kent Tilley joins Jason to discuss his transition from a career shop to independent financial planner.

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Supplementary Materials:

K4 Financial

K4 Financial - YouTube Channel

Empower U – Building Confident Futures

CEASE - Centre to End All Sexual Exploitation

Introducing The CPP Calculator

Sean Lecomber

Wheel Of Investor Emotion

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.

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Supplementary Materials:

AISH Program Policy

I cosigned a motorcycle loan and the owner passed away: What are my obligations to the bank?

Appropriate Leverage using Insurance

Lifelong learner and insurance wholesaler Amanda joins Jason for a conversation about insurance leverage, lifelong learning, insurance transfers, and corporate insurance ownership.

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Supplementary Materials:

Chartered Life Underwriter (CLU®) Designation

STEP

Wealth Planning Strategies for Canadians, 2022 Edition

Tax Court ruling a cautionary tale for small biz owners

Tracking Shares with Jonah Mayles

The Capital Dividend Account

Catastrophic and Routine Risks in Benefits Plans

Canadian Group Insurance Brokers founder Dave Patriarche joins Jason to discuss where group benefits plans have risk.

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Supplementary Materials:

CGIB + BBD = A New, Fully-Insured Catastrophic Hybrid Plan

Canadian Group Insurance Brokers (CGIB)

Mainstay Insurance Brokerage Inc.

Selling Benefits Lessons Learned, Voyages Travelled, Stories Shared

Consumer Price Index by product group, monthly, percentage change, not seasonally adjusted, Canada, provinces, Whitehorse, Yellowknife and Iqaluit

Using a Digital Asset Manager

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.

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Supplementary Materials:

What Is Nest Wealth’s Fee Structure?

FaithLife Financial

Gold Investment Management Ltd.

Investment Advice in a Fee Only World

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 financial analyst.

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Supplementary Materials:

You&Yours Financial

Spring Plans

Good Investing Financial Planners, Ltd.

Top five investing mistakes people make

THE DROP DISTRIBUTION

Implementing the IPP and RCA

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.

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Supplementary Materials:

GBL Inc.

Advice Only Planning and DIY Investors

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.

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Supplementary Materials:

Money Architect Financial Planning

Investment Risk Tolerance Assessment

Investor questionnaire

The charity that gave birth to a $300M global impact asset manager

Inside the Horizons One-Ticket ETFs

Islamic Finance with Mohamad Sawwaf