CE Drive with Jason Watt

Cash Flow Planning For Business Owners

Join Jason and Lisa for a discussion of cash flow planning for business owners.

 

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Supplementary Materials:

 

• Growing Your Financial Advisory Practice

Contingency Planning for Business Owners

Join Jason and Erin for a discussion of the perils of business owners who haven't done sufficient personal planning, and how the advisor can help mitigate these concerns.

 

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Mental Health and Underwriting

Join Jason and Jessica for a discussion of insurance underwriting.

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 Supplementary Materials:

• Ontario man says life insurance application denied due to anxiety disorder

• MIND AND MONEY

Life Insurance Leverage

In this episode, Jason and Darren discuss life insurance leverage strategy.

 

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Supplementary Materials:

 

Tax Court ruling a cautionary tale for small biz owners

Retirement Planning - Pensions and CPP Disability

In this episode, Jason and his guests, Tab and Brad, discuss retirement planning, specifically pensions and CPP disability.

 

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Supplementary Materials:

Canada Pension Plan (CPP) Disability Benefits by Class of Diagnosis

RRIF Beneficiary Gone Wrong

Jason and his guest, Chris, discuss a RRIF beneficiary designation gone wrong and how it was resolved.

 

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Supplementary Materials:

• Office of the Public Guardian and Trustee (OPGT) forms
• What happens when an RRSP annuitant dies
• Standards of Professional Responsibility

Outsourced Chief Investment Officer - Part 2 of 2

Join Jason and Steve for a discussion of the role of the Outsourced Chief Investment Officer. 

Part 2 of 2

This conversation covers:

·       Registration categories for investment professionals.

·       Regulation requirements for Investment Counsel / Portfolio Managers (ICPM)

·       Differences between the US and Canadian markets

·       The history of discretionary investment management

·       Investor protection

·       Fiduciary relationships

·       Buy-side and sell-side

 

Subscribe at the CE Drive Podcast Page to get access to Quizzes!

 

Supplementary Materials:

Portfolio Management Association of Canada (PMAC)

Anchor Pacific Investment Management

Ontario Security Commission: Securities Law

Outsourced Chief Investment Officer - Part 1 of 2

Join Jason and Steve for a discussion of the role of the Outsourced Chief Investment Officer. 

Part 1 of 2

This conversation covers:

·       Registration categories for investment professionals.

·       Regulation requirements for Investment Counsel / Portfolio Managers (ICPM)

·       Differences between the US and Canadian markets

·       The history of discretionary investment management

·       Investor protection

·       Fiduciary relationships

·       Buy-side and sell-side

 

Subscribe at the CE Drive Podcast Page to get access to Quizzes!

 

Supplementary Materials:

Portfolio Management Association of Canada (PMAC)

Anchor Pacific Investment Management

Ontario Security Commission: Securities Law & Instruments

Insuring Business Owner

In this episode, Jason and Michael discuss a couple of scenarios in which Michael was able to put insurance in force to support buy-sell arrangements.

 

Subscribe at the CE Drive Podcast Page to get access to Quizzes!

Debt Management

Join Jason and Ian in this episode about debt management!

 

Subscribe at the CE Drive Podcast Page to get access to Quizzes!

 

Supplementary Materials:

Free Online Debt Snowball/Avalanche Calculator

The Cost of AAA Hockey

Credit Karma - Free Credit Score

Borrowell - Free Credit Score

Create A Rewarding Charity Experience For Senior Clients

Debt Free in 30 Podcast