CE Drive with Jason Watt

Nov 06 2023 97 ep. 61 mins 88
CE Drive with Jason Watt Podcast artwork

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.

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Tax Policy and Succession Planning - CE Drive w/ Jason Watt S05E23

Nov 06 2023 62 mins  
Tax Policy and Succession Planning - CE Drive w/ Jason Watt S05E23 Jon Shell of Social Capital Partners joins Jason to discussion the implementation of the Employee Ownership Trust rules in the 2023 Federal Budget. CE Credits: BC 1; AB Life 1; AB A&S 0; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1 Supplementary Materials: Social Capital Partners https://w

A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22

Aug 02 2023 62 mins  
A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22 Ellen Covey of Elevate Financial discusses a client who is in the midst of retiring on a low income. CE Credits: BC 1; AB Life 1; AB A&S .5; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1 Supplementary Materials: Elevate Financial Strategies https://elevate.finance/ Pension unlocking: non-h

Comparing Individual Health Insurance - CE Drive w/ Jason Watt S05E21

Jul 19 2023 68 mins  
Comparing Individual Health Insurance - CE Drive w/ Jason Watt S05E21 Evan Morgan of CompareHealth joins Jason to discuss the product differences between various individual health insurance products. CE Credits: BC 1; AB Life 0; AB A&S 1; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1 Supplementary Materials: Compare Health https://www.comparehealth.ca Eva

Digital Estate Planning on the Ground - CE Drive w/ Jason Watt S05E20

Jul 05 2023 60 mins  
Digital Estate Planning on the Ground - CE Drive w/ Jason Watt S05E20 Lucky Rasappah of Kabis and Associates joins Jason for a look at how he helps clients prepare for the management of their digital estates. CE Credits: BC 1; AB Life 1; AB A&S: 0; SK: 1; ON: 1; FP Can: 1; Advocis: 1; IIROC: 1; MFDA: 1 Supplementary Materials: LUXMIHAASAN RASAPPAH https://www.luckyrasappah

Estate Planning for Digital Assets - CE Drive w/ Jason Watt S05E19

Jun 21 2023 69 mins  
Estate Planning for Digital Assets - CE Drive w/ Jason Watt S05E19 Jeff Baxter of TekSmart Consulting joins Jason to discuss estate planning for digital assets. Supplementary Materials: Tek Executor https://teksmart.ca/ Certified Digital Asset Advisor (CDAA) https://www.certifieddigital.org/ Digital Executor https://yourdigitalundertaker.ca/ Access to Digital Assets by

Visualization in Estate Planning - CE Drive w/ Jason Watt S05E18

Jun 07 2023 60 mins  
Visualization in Estate Planning - CE Drive w/ Jason Watt S05E18 Jordan Atin of E-State Planner joins Jason to discuss visualization tools and the adoption of technology in estate planning. Supplementary Materials: eState Planner https://www.e-stateplanner.com/about-us Jordan Atin https://www.osgoode.yorku.ca/faculty-and-staff/atin-jordan/ Rectification and the Importan

CALU 2023 - CE Drive w/ Jason Watt S05E17

May 24 2023 59 mins  
CALU 2023 - CE Drive w/ Jason Watt S05E17 Jason reports live from CALU 2023 in Ottawa, covering current tax and estate planning concerns. Supplementary Materials: The Conference for Advanced Life Underwriting (CALU) https://calu.com/ Open Banking with Steve Boms https://podcasts.apple.com/us/podcast/open-banking-with-steve-boms-e202/id1359909626?i=1000544198065 Flowchart

Corporate Tax Planning - CE Drive w/ Jason Watt S05E16

May 10 2023 56 mins  
Corporate Tax Planning - CE Drive w/ Jason Watt S05E16 (Jim Thornton is a Wealth Advisor with Assante Capital Management Ltd. The opinions expressed are those of the presenter and Investment Advisor and not necessarily those of Assante Capital Management Ltd. Please obtain professional financial advice or contact Jim Thornton at (519) 752-3155 or visit assantebrantford-bfg.com/jim

Surviving a FSRAO Audit - CE Drive w/ Jason Watt S05E15

Apr 26 2023 62 mins  
Surviving a FSRAO Audit - CE Drive w/ Jason Watt S05E15 Group Benefits Pro Chris Gory joins Dave and Jason for a discussion of Chris’ recent audit with the Financial Services Regulatory Authority of Ontario. Supplementary Materials: IPFS President, Chris Gory, Finalist For Life & Health Advisor Of The Year https://orchardbenefits.ca/ipfs-president-chris-gory-finalist-for-l

Benchmarking in Group Benefits - CE Drive w/ Jason Watt S05E14

Apr 12 2023 65 mins  
Benchmarking in Group Benefits - CE Drive w/ Jason Watt S05E14 Tech entrepreneur Matt Lister and Alex Mulders join Jason for a discussion about benchmarking and building a benefits marketplace. Supplementary Materials: CloudAdvisors https://www.cloudadvisors.ca/ Trends and Statistics in Employee Benefits: A Quick Guide for Small Business Owners https://beniplus.ca/blog-tre