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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
Wednesday Apr 28, 2021
Wednesday Apr 28, 2021
Advice-only financial planner Brett Martinson joins Jason for a discussion concerning three separate retirement planning scenarios.
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Supplementary Materials:
Get the Most from the Canada & Quebec Pension Plans by Delaying Benefits
Wednesday Apr 14, 2021
Wednesday Apr 14, 2021
Cybersecurity consultant Mike Alguire joins Jason for a discussion of all things crypto-currency in the second of a two-part series. In this episode we discuss bitcoin mining and investing in cryptocurrencies.
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Supplementary Materials:
PONZI SCHEMES, PRIVATE YACHTS, AND A MISSING $250 MILLION IN CRYPTO: THE STRANGE TALE OF QUADRIGA
Guide for cryptocurrency users and tax professionals
Wednesday Mar 31, 2021
Wednesday Mar 31, 2021
Cybersecurity consultant Mike Alguire joins Jason for a discussion of all things crypto-currency in the first of a two-part series. In this episode we discuss the mysterious origins of bitcoin and what mining is.
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Supplementary Materials:
Wednesday Mar 17, 2021
Wednesday Mar 17, 2021
Join Dr Daren Heyland of www.planwellguide.com for a discussion about health care decision-making and preferences. Dr Heyland discusses where financial advisors could better position health care decision-making.
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Supplementary Materials:
Wednesday Mar 03, 2021
Wednesday Mar 03, 2021
Join Angela Armstrong of Prime Capital for a discussion of the leasing business. Angela has been providing capital to small and medium businesses for two decades. Her relationship with her customers will sound very familiar to any financial advisor.
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Supplementary Materials:
Wednesday Feb 17, 2021
Wednesday Feb 17, 2021
Join Jason and Steve McEwan of MyHSA for a conversation concerning Health Spending Accounts. Steve is one of Canada’s leading experts in the field. He understands the taxes and the risks of these plans and has built a successful business providing service to advisors.
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Supplementary Materials:
Income Tax Folio S1-F1-C1, Medical Expense Tax Credit
Private Health Services Plan or Health Spending Account - Tax-Free Benefit for Employees
Coverage Limits for Private Health Services Plans (CRA/CLHIA position)
Wednesday Feb 03, 2021
Wednesday Feb 03, 2021
Join Jason and Mark Walhout of Walhout Financial for a discussion around retirement planning. Mark applies an evidence-based approach to retirement income planning and only serves families who are anticipating retirement.
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Supplementary Materials:
Get the Most from the Canada & Quebec Pension Plans by Delaying Benefits
Tax Moves for Year End and Thinking About The Impact of Higher Taxes for Retirees
Wednesday Jan 20, 2021
Wednesday Jan 20, 2021
Join Jason and Mike McClenahan of Benefits By Design (BBD) and president of the Third Party Administrators Association of Canada (TPAAC). Mike covers a broad range of group benefits topics, including building a business, the importance of education, and flexible benefit plans.
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Supplementary Materials:
Million Dollar Round Table (MDRT)
Canadian Group Insurance Brokers
The Challenger Sale: Taking Control of the Customer Conversation
Wednesday Jan 06, 2021
Wednesday Jan 06, 2021
Join Jason and Dave Patriarche of Canadian Group Insurance Brokers and Mainstay Insurance. Dave is one of Canada’s leading authorities on group benefits.
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Supplementary Materials:
Canadian Group Insurance Brokers
Wednesday Dec 23, 2020
Wednesday Dec 23, 2020
Join Jason and AML expert Mike Cosgrove of TAMLO as they discuss the realities of money laundering and how it impacts financial services professionals.
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Supplementary Materials:
Project PROTECT - Public Service Renewal in action
Human Trafficking Survivor turned Financial Crimes Consultant Timea Nagy