CE Drive with Jason Watt

Retirement Planning: Endowments and RRIF

Private wealth counsellor Marshall McAlister joins Jason for a discussion of endowments, RRIFs, and a brief discussion about upcoming Client Focused Reform changes.

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Supplementary Materials:

Should You Use a Rising Equity Glide Path in Retirement?

Marshall McAlister, CFA

IPP: A Masterclass

Join Jason and Trevor as Jason gets a robust education about the inner workings of the IPP.

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Supplementary Materials:

TRP Strategy Group

Lea Koiv & Associates Inc.

CAFA

Canada Trustco Mortgage Co. v. Canada

Property and Casualty Risks in Financial Planning

Financial Planner and Property & Casualty insurance professional Chad MacKenzie joins Jason for a look at what financial planners need to know about P&C insurance.

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Supplementary Materials:

Mackenzie Insurance Group Inc

The Role of Financial Therapy

Financial Therapist Nathan Astle joins Jason to explain the differences between financial planning and financial therapy, and how a financial planner can send their client to a therapist.

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Supplementary Materials:

Relational Money Inc.

Money Disorder Assessment

Financial Therapy Association

Journal of Financial Therapy

Intro to Impact Investing

Impact Investing guru David O'Leary joins Jason for a look at the tools financial advisors have available for clients who want to introduce values into their financial plans.

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Supplementary Materials:

Kindwealth

Impact Investing

Moving Beyond Modern Portfolio Theory: Investing That Matters

Geenees

NEA

Adasina Social Capital

NEI Investments

Calvert Institute for Responsible Investing

Vancity

Rally Assets

SVX

CNote

 

Group Benefits: Two Perspectives

Insurer executive Meghan Vallis joins Jason for a wide-ranging discussion of topics in group benefits.

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Supplementary Materials:

The Benefits Corner: Episode 11-Managing Cannabis in the workplace

myFlex Benefits

The Group Advisor Blog

Advice-Only Planning

Financial planner Julia Chung joins Jason to discuss operating an advice-only financial planning practice.

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Supplementary Materials:

Spring Plans

Financial Planning Association of Canada

Advice-Only Planners

Neuroscience, Leadership and David Rock's SCARF Model

Pension Buyback in a Complex Case

Financial planner Melany Goodhue joins Jason to discuss a highly complex case where a pension buyback coincides with a number of other financial planning decisions.

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Supplementary Materials:

PULSE WEALTH MANAGEMENT

 

Ethics Lessons from Season 3: Part1

Jason mines content from the first 8 episodes of Season 3 for content with an ethics perspective. This episodes features short clips from those interviews followed by discussion about how the content fits with financial planning and insurance codes of conduct.

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Supplementary Materials:

STANDARDS OF PROFESSIONAL RESPONSIBILITY - FP Canada

Agent Code of Conduct - Life Insurance Council of Saskatchewan

CODE OF PROFESSIONAL CONDUCT - Advocis

Draft Rules of Conduct - FP Canada

Life Insurance Fundamentals

Financial planner and insurance specialist Jeremiah Renner joins Jason and shares the secret sauce that help him succeed in the family insurance market.

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Supplementary Materials:

Two Pillars Financial Solutions Inc.

Demeter v. Dominion Life Assurance Co. and two other actions, 1982 CanLII 1766 (ON CA)

Serving Clients Through Needs-Based Sales Practices