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://www.socialcapitalpartners.ca/

Taylor Guitars

https://www.taylorguitars.com/

FriesenPress

https://www.friesenpress.com/

Ottawa reveals details of employee-ownership plan for businesses

https://www.theglobeandmail.com/business/article-employee-ownership-plan-budget-2023/

Employee ownership trusts in Canada: Plan carefully to avoid unintended tax consequences

https://www.millerthomson.com/en/publications/communiques-and-updates/tax-notes/june-8-2023/employee-ownership-trusts-canada-tax-consequences/

Amsted Industries

https://www.amsted.com/

Should You Trust Private Equity to Take Care of Your Dog?

https://freakonomics.com/podcast/should-you-trust-private-equity-to-take-care-of-your-dog/

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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-hardship

https://www.fsrao.ca/consumers/pensions/events-may-affect-your-pension/pension-unlocking-non-hardship

Benefits2

https://www.benefits2.ca/

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Academia and Financial Planning

- CE Drive w/ Jason Watt S05E13

Professor Jodi Letkiewicz, a professor at York University, joins Jason for a discussion of pursuing formal education in financial planning, as well the state of research in financial planning.

Supplementary Materials:

Jodi Letkiewicz

https://profiles.laps.yorku.ca/profiles/jodilet/

Sherman Hanna

https://ehe.osu.edu/human-sciences/directory?id=hanna.1

DEPARTMENT OF PERSONAL FINANCIAL PLANNING

https://www.hhs.k-state.edu/pfp/

ACADEMIC RESEARCH COLLOQUIUM

https://www.cfp.net/initiatives/knowledge-for-practice/academic-research-colloquium

Journal of Financial Planning

https://www.financialplanningassociation.org/learning/publications/journal

Financial Services Review

https://www.financialservicesreview.com/

Financial Planning Review

https://onlinelibrary.wiley.com/journal/25738615

Journal of Financial Therapy

https://financialtherapyassociation.org/journal-of-financial-therapy/

Journal of Financial Counseling and Planning

https://connect.springerpub.com/content/sgrjfcp

John G. Lynch, Jr.

https://www.colorado.edu/business/leeds-directory/faculty/john-g-lynch-jr

Financial Literacy, Financial Education and Downstream Financial Behaviors

https://www.budgetchallenge.com/Portals/0/Documents/FinEd_Paper_Fernandes.pdf

The Misguided Beliefs of Financial Advisors

https://onlinelibrary.wiley.com/doi/abs/10.1111/jofi.12995

The Financial Education Fallacy

https://www.aeaweb.org/articles?id=10.1257/aer.101.3.429

Advice Only Planners

https://www.adviceonlyplanners.ca/

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Retirement Income Planning Tech Stack

- CE Drive w/ Jason Watt S05E12

Adam Bornn, a financial planner with a great YouTube presence, talks with Jason about the tools used in the 10 years before and after retirement.

Supplementary Materials:

Parallel Wealth

https://www.parallelwealth.com/ourteam

Parallel Wealth - YouTube Channel

https://www.youtube.com/c/parallelwealth

Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance

https://rationalreminder.ca/podcast/234

SNAP Projections GIS Modelling

https://youtu.be/KUdQ7GL8kyc

Kajabi

https://kajabi.com/

SNAP Projections

https://snapprojections.com/

DocHub

https://dochub.com/

OnceHub

https://oncehub.com/

Typeform

https://www.typeform.com/

Apply for or renew a property tax deferment program application

https://www2.gov.bc.ca/gov/content/taxes/property-taxes/annual-property-tax/defer-taxes

PlanEasy

https://www.planeasy.ca/

BCV Asset Management

https://bcvassetmanagement.com/

Open Policy Ontario

https://openpolicyontario.com/

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Specialty LTD in Group Plans - CE Drive w/ Jason Watt S05E11

Paul Eeles, a group disability underwriter, explains how group long-term disability insurance is underwritten, focusing on specialty risks.

Supplementary Materials:

Camden Underwriting Agencies Inc.

http://www.camden.ca/Company-Profile.aspx?sid=1ecc315f-c1ec-4f98-89e5-eeeec64ffbb0

Sask. First Nations leaders call for government funding to fight high suicide rates

https://www.cbc.ca/news/canada/saskatoon/saskatchewan-first-nations-on-track-to-be-number-one-for-suicides-in-the-world-1.6635965

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Financial Planning for Creatives - CE Drive w/ Jason Watt S05E10

Chris Enns, an opera singer turned financial planner, works with all sorts of artists and creatives. He educates Jason about the nuances of this underserved market.

Supplementary Materials:

Rags To Reasonable

https://www.ragstoreasonable.com/

Financial Planning Association of Canada

https://www.fpassociation.ca/

Spring Plans

https://springplans.ca/

Shannon Lee Simmons

https://shannonleesimmons.com/

Advice-Only Planner

https://www.adviceonlyplanners.ca/

Raising Your Fees It’s Not About The Money

https://thefinancialtherapypodcast.com/raising-your-fees-its-not-about-the-money/

SOCAN

https://www.socan.com/

Who has to pay instalments

https://www.canada.ca/en/revenue-agency/services/payments-cra/individual-payments/income-tax-instalments/who-pays-instalments.html

Wise

https://wise.com/

KOHO

https://www.koho.ca/

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Dentistry and Benefits - CE Drive w/ Jason Watt S05E09

David Stevenson, a dentist who works with the Ontario Dental Association, joins Jason and David Patriarche of Canadian Group Insurance Brokers for a discussion about the state of dental coverage.

Supplementary Materials:

Ontario Dental Association

https://www.oda.ca/

Royal College of Dental Surgeons of Ontario

https://www.rcdso.org/Complaints-and-Investigations/resources-for-patients/fees

CANADIAN GROUP INSURANCE BROKERS INC.

https://cgib.ca/

Non-insured health benefits for First Nations and Inuit

https://www.sac-isc.gc.ca/eng/1572537161086/1572537234517

Interim Federal Health Program: What is covered

https://www.canada.ca/en/immigration-refugees-citizenship/services/refugees/help-within-canada/health-care/interim-federal-health-program/coverage-summary.html

Dental Services (POC 4)

https://www.veterans.gc.ca/eng/about-vac/legislation-policies/policies/document/1925

Canada Dental Benefit

https://www.canada.ca/en/revenue-agency/services/child-family-benefits/dental-benefit.html

Changes to dental programs in Ontario

https://www.health.gov.on.ca/en/pro/programs/dental/

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Digital Estate Planning

- CE Drive w/ Jason Watt S05E08

Erin Bury, founder of Wilful, an online digital estate planning platform, joins Jason for an episode dealing with digital estate planning tools.

Supplementary Materials:

Willful

https://willful.co

Epilogue

https://epiloguewills.com/

Canadian Legal Wills

https://www.legalwills.ca/

Canada Wills

https://www.canadawills.com/

ELECTRONIC WILLS NOW PERMITTED IN B.C.

https://www.ahbl.ca/electronic-wills-now-permitted-in-b-c/

How can we help our future selves?

https://youtu.be/tJotBbd7MwQ

New Legislation Allows for Electronic Wills, Improves Justice Accessibility

https://www.saskatchewan.ca/government/news-and-media/2022/november/28/new-legislation-allows-for-electronic-wills-improves-justice-accessibility

Bob Carter ALMI, GBA, LLQP, CIM

https://www.linkedin.com/in/bob-carter-almi-gba-llqp-cim-3036591a/?originalSubdomain=ca

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Unintended Consequences of Trust Legislation

- CE Drive w/ Jason Watt S05E07

Elaine Tindall CFP CPA joins Jason for a discussion of the pending changes to trust reporting rules and a look at how those rules might impact your clients.

Supplementary Materials:

Elaine Tindall, CPA, CGA, CFP

https://elainetindall.com/

Legislation to make life more affordable and build an economy that works for everyone receives Royal Assent

https://www.canada.ca/en/department-finance/news/2022/12/legislation-to-make-life-more-affordable-and-build-an-economy-that-works-for-everyone-receives-royal-assent.html

Secrets of the FHSA and OAS

https://cedrive.podbean.com/e/secrets-of-the-fhsa-and-oas/

Planning for a child with a disability

https://cedrive.podbean.com/e/planning-for-a-child-with-a-disability/

Property transfer tax

https://www2.gov.bc.ca/gov/content/taxes/property-taxes/property-transfer-tax

Bill C-32: An Act to implement certain provisions of the fall economic statement tabled in Parliament on November 3, 2022 and certain provisions of the budget tabled in Parliament on April 7, 2022

https://www.justice.gc.ca/eng/csj-sjc/pl/charter-charte/c32.html

Case Summary for Pecore v Pecore

https://canliiconnects.org/en/summaries/33319

New rules for trust reporting are coming for 2023 returns

https://www.cpacanada.ca/en/business-and-accounting-resources/taxation/blog/2022/october/new-rules-for-trust-reporting-are-coming#:~:text=The%20new%20regime%20will%20require,subject%20to%20enhanced%20reporting%20requirements.

The New Canadian Trust Reporting Rules

https://moodysprivateclient.com/podcasts/new-canadian-trust-reporting-rules/

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Live from CFP Board Colloquium

- CE Drive w/ Jason Watt S05E06

Jason reports back, solo, from the CFP Board Academic Research Colloquium in Washington DC.

Supplementary Materials:

2022 ACADEMIC RESEARCH COLLOQUIUM

https://www.cfp.net/events/2022/10/2022-academic-research-colloquium

Pe Metawe Consulting

https://pemetawe.com/consulting/

Antonio Gargano

https://sites.google.com/site/antoniogarganojm/untitled

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Live from FTA Conference

- CE Drive w/ Jason Watt S05E05

Jason reports back, solo, from the Financial Therapy Association Conference in Denver.

Supplementary Materials:

Financial Therapy Association (FTA)

https://financialtherapyassociation.org/education/conference-2022/

A Beginners Guide to the PIC/NIC Analysis

https://www.scottsdalepbs.com/a-beginners-guide-to-the-pic-nic-analysis/

When can a person be liable for the actions of an Estate Trustee?

https://podcasts.apple.com/ca/podcast/when-can-a-person-be-liable-for-the-actions/id136880425?i=1000581529280

The Most Hated F-Word

https://podcasts.apple.com/ca/podcast/the-most-hated-f-word/id1507212940

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Live from IAFP Symposium

- CE Drive w/ Jason Watt S05E04

Join Jason at the IAFP Symposium

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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

Evan Morgan

https://www.linkedin.com/posts/evan-morgan-b6b0a126b_healthinsurance-insurtech-activity-7066770973294792704-w3wp?utm_source=share&utm_medium=member_desktop

Private Health Services Plan or Health Spending Account

https://www.taxtips.ca/smallbusiness/private-health-services-plans-and-health-spending-accounts.htm

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Small Town Pharmacist and Benefit Plans

- CE Drive w/ Jason Watt S05E03

Pharmacist Trevor Bills joins Dave and Jason for a discussion around small town pharmacist and benefit plans

Supplementary Materials:

Life Med Pharmacy

https://www.lifemedrx.ca/

RxVigilance

https://www.vigilance.ca/drug-software-rxvigilance

Canadian Group Insurance Brokers

https://cgib.ca/

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VIP Health Insurance

- CE Drive w/ Jason Watt S05E02

Gino Stirpe joins Jason to discuss VIP health insurance.

Supplementary Materials:

Growing wave of Albertans pay for private surgery in U.S. as pandemic delays mount

https://www.cbc.ca/news/canada/calgary/albertans-pay-private-surgery-in-states-as-pandemic-delays-mount-1.6244303

International health insurance with worldwide coverage and VIP medical services

https://www.vumicanada.com/

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Robert Klein joins Jason for a look at commercial real estate investing.

Supplementary Materials:

Robert Klein

https://robertklein.ca/

Establishing a Professional Corporation  https://cvo.org/Veterinary-Professionals/Professional-Corporations.aspx

Sua Truong

https://www.suatruong.com/

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John joins Jason for a discussion of the real estate business.

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Supplementary Materials:

Relo https://relo.ca/

Relo podcast https://relo.ca/recosystem/podcast/

Craig and Ian join Jason for a discussion about how Ian, a financial planner, integrates Craig’s estate planning practice into his client interactions.

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Supplementary Materials:

LightCross Tax Credit Services

The Last Word

McCulloch Financial Solutions Inc.

Paul joins Jason for a discussion about AML issues and how they show up on the ground in human trafficking operations.

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Supplementary Materials:

RESET Society Of Calgary

CEASE - Centre to End All Sexual Exploitation

Hope Restored Canada

IWIN (I'm Worth It Now)

Canada (Attorney General) v. Bedford

Project Recover

Jordan Bulhoes of BBD joins Dave and Jason for a discussion around the first renewal of the Catastrophic Health Insurance Plan.

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Supplementary Materials:

CGIB CHIP PLAN RENEWAL

Benefits by Design

Sirius Benefits

Chambers of Commerce Group Insurance Plan

everybody wants to rule the world // tears for fears // cover

3 Aspects Of Identity Covering And How It Impacts Advisors’ Happiness At Work

CGIB CHIP Webinar

Nice On

Executive Director of Standards and Enforcement Damienne Lebrun-Reid joins Jason for a discussion of the development and enforcement of the standards that financial planners operate under.

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Supplementary Materials:

FP Canada - Standards and Enforcement

FP Canada - Disciplinary Actions

CFP BOARD TO TIGHTEN OVERSIGHT OF FINANCIAL ADVISERS

Compliance officer Bill Donegan joins Jason for a discussion of the important changes required of advisors under the Client Focused Reforms.

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Supplementary Materials:

Client Focused Reforms – Frequently Asked Questions

CUSIP Number

Insurance pro Matthew Inglis has done a deep dive into creditor insurance. Join Matthew and Jason for a look at the differences between individual insurance and group creditor products.

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Supplementary Materials:

What is Junk Insurance?

Ready For The Thunder? Canada's Creditor Insurance Watchdogs!

The Canadian Association of Financial Institutions in Insurance (CAFII)

Creditor Insurance Watchdogs

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.com/

Kabis & Associates Inc.

https://www.linkedin.com/company/kabisassociates/about/

Families locked out of dead relatives' phones face 'grisly problem' accessing fingerprint, FaceID

https://toronto.ctvnews.ca/mobile/family-members-locked-out-of-deceased-relatives-phones-face-grisly-problem-attempting-access-fingerprint-faceid-1.6312391

CANADIAN ESTATE PLANNING

https://www.canadianestateplanning.com/

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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:

Larry A. Wood

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

IAFP SYMPOSIUM

Elder Abuse: You Have a Role to Play

Return for rights or things

Due to technical difficulties, season 4 episode 21 will be delayed until Jun 22. 

Thank you for your patience and understanding. 

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

K4 Financial - YouTube Channel

Empower U – Building Confident Futures

CEASE - Centre to End All Sexual Exploitation

Introducing The CPP Calculator

Sean Lecomber

Wheel Of Investor Emotion

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:

AISH Program Policy

I cosigned a motorcycle loan and the owner passed away: What are my obligations to the bank?

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

STEP

Wealth Planning Strategies for Canadians, 2022 Edition

Tax Court ruling a cautionary tale for small biz owners

Tracking Shares with Jonah Mayles

The Capital Dividend Account

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

Consumer Price Index by product group, monthly, percentage change, not seasonally adjusted, Canada, provinces, Whitehorse, Yellowknife and Iqaluit

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:

What Is Nest Wealth’s Fee Structure?

FaithLife Financial

Gold Investment Management Ltd.

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:

You&Yours Financial

Spring Plans

Good Investing Financial Planners, Ltd.

Top five investing mistakes people make

THE DROP DISTRIBUTION

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:

GBL Inc.

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

Investor questionnaire

The charity that gave birth to a $300M global impact asset manager

Inside the Horizons One-Ticket ETFs

Islamic Finance with Mohamad Sawwaf

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 Fiduciaries

https://ablawg.ca/2022/04/20/access-to-digital-assets-by-fiduciaries/

PlannerDAO

https://www.plannerdao.io/

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Recently minted CFP® Professional Christian Battistelli joins Jason for a discussion around joint ownership. Christian’s investment dealer is Assante Financial Management Ltd.

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Supplementary Materials:

MONEY ARCHITECT FINANCIAL PLANNING

Investment Risk Tolerance Assessment

Investor questionnaire

The charity that gave birth to a $300M global impact asset manager

Advisor and FinTech entrepreneur Brandon Chapman joins Jason for a discussion of how Brandon built a tech tool to simplify client onboarding.

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Supplementary Materials: MEET JANE

SaaS Wealth

AdvisorFlow

SFU Alumni Association

Communication Essentials for Financial Planners: Strategies and Techniques

Portfolio Manager John de Goey joins Jason for a discussion covering a wide range of topics, including asset bubbles, the role of public policy, and financial planning research.

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Supplementary Materials:

The Unintended Consequences of Conflict of Interest Disclosure

The Burden of Disclosure: Increased Compliance With Distrusted Advice

John De Goey

Standup Advisors

PROJECTION ASSUMPTION GUIDELINES (FP Canada)

Compliance pro Curtis Findlay and Regulatory Affairs lawyer Ed Skwarek join Jason for a discussion of the framework behind compliance and regulation.

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Supplementary Materials:

Canada (Minister of Citizenship and Immigration) v. Vavilov, 2019 SCC 65 (CanLII)

Ed Skwarek

Canadian Securities Administrators (CSA) FAQs

CCIR Cooperative Fair Treatment of Customers (FTC) Review – Consolidated Observations Report

Professional Trustees Darrel Johnson and Jamie Kidd join Jason to discuss the role of the professional trustee.

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Supplementary Materials:

Sorrell Private Trust (SPT)

AARON HECTOR, B.COMM., CFP, R.F.P., TEP

Impact Entrepreneur Trevor Schonewille joins Jason for a discussion around building a technology platform for financial literacy education.

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Supplementary Materials:

Monkiri

SmartSAVER

Is Financial Literacy Dangerous? Financial Literacy, Behavioral Factors, and Financial Choices of Households

Family law practitioner Fiona McLean joins Jason for a look at the various elements of family law that financial planners need to be concerned with.

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Supplementary Materials:

McLean Legal Family Lawyers

Valour Canada

Calgary Military Family Resource Centre (MFRC)

Unmarried Spouses and the Joint Family Venture: An Update on the State of the Law

Monkiri: Financial Education

Investment researcher Dan Hallett joints Jason for a discussion of investment management in the financial planning context.

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Supplementary Materials:

Dan Hallett, CFA, CFP

The MoneySaver Podcast

Dan Hallett on Robo-Advisors, Financial Advice, and CRM2

Principles for Responsible Investment

Michael J. Mauboussin

Financial planner Jason Pereira joins Jason for a discussion around the fiduciary standard and what it means for financial advisors.

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Supplementary Materials: Jason M. Pereira

Financial Planning Association of Canada

FP Canada - Standards Of Professional Responsibility

CFP Board’s Standard Of Professional Conduct

Kansas State University - Department Of Personal Financial Planning

Financial planner Natasha Knox joins Jason for a discussion of how a financial planner develops financial therapy tools and brings this into a financial planning process.

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Supplementary Materials:

Introduction to the Genogram

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Money Mammoth: Harness The Power of Financial Psychology to Evolve Your Money Mindset, Avoid Extinction, and Crush Your Financial Goals

Your Money Script

Alaphia Financial Wellness

Financial Therapy Association

The Power of Money Beliefs

Finding Your Own Money Story To Better Communicate With Clients

Moneygrams: Recalled Childhood Memories about Money and Adult Money Pathology

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 Importance of Obtaining Clear Instructions when Drafting a Will

https://podcasts.apple.com/ca/podcast/hull-on-estates/id136880425

Hull on Estate Podcast

https://www.youtube.com/channel/UCgwK9zTUgyapgnesp2I-3lA

Willful

https://www.willful.co/

Epilogue

https://epiloguewills.com/

Remember to like and share the video! Leave a comment for Jason Watt down below.

Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education

Follow us on social media:

Facebook: https://www.facebook.com/BusinessCareerCollege/

LinkedIn: https://www.linkedin.com/company/business-career-college/

Twitter: https://twitter.com/BCCEdmonton

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

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

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

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