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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
Jun 22, 2022
Jun 22, 2022
1 hr 6 min
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:
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
Jun 8, 2022
Jun 8, 2022
2 min
Due to technical difficulties, season 4 episode 21 will be delayed until Jun 22.
Thank you for your patience and understanding.
May 25, 2022
May 25, 2022
1 hr 5 min
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 - YouTube Channel
Empower U – Building Confident Futures
CEASE - Centre to End All Sexual Exploitation
May 11, 2022
May 11, 2022
1 hr 1 min
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:
I cosigned a motorcycle loan and the owner passed away: What are my obligations to the bank?
Apr 27, 2022
Apr 27, 2022
1 hr 4 min
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
Wealth Planning Strategies for Canadians, 2022 Edition
Tax Court ruling a cautionary tale for small biz owners
Apr 13, 2022
Apr 13, 2022
1 hr 3 min
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
Mar 30, 2022
Mar 30, 2022
1 hr 5 min
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:
Mar 16, 2022
Mar 16, 2022
1 hr 2 min
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:
Good Investing Financial Planners, Ltd.
Mar 2, 2022
Mar 2, 2022
1 hr 9 min
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:
Feb 16, 2022
Feb 16, 2022
1 hr 30 sec
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
The charity that gave birth to a $300M global impact asset manager
Inside the Horizons One-Ticket ETFs
Islamic Finance with Mohamad Sawwaf