S04E02 - 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. 

S04E01 - IPP - A Masterclass

HNW planning consultant and tax lawyer Trevor Parry joins Jason for an in-depth look at IPPs, including who they work for and who they don’t. 

S03E25 - 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.

S03E24 - 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.

S03E23 - 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.

S03E22 - Group Bennefits: Two Perspectives

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

S03E21 - Advice-Only Planning

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

S03E20 - 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.

S03E19 - Ethics Lessons from Season 3 Part I

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

S03E18 - 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.

S03E17 - Retirement Planning Scenarios

Advice-only financial planner Brett Martinson joins Jason for a discussion concerning three separate retirement planning scenarios.

S03E16 - Deciphering Cryptocurrency Part II

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.

S03E15 - Deciphering Cryptocurrency Part I

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.

S03E14 - The Truth About Health Care Preferences

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

S03E13 - The Overlap Between the Leasing Business and Financial Planning

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.

S03E12 - HSAs and the Value of Expertise

Join Jason and Steve McEwen 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.

S03E11 - Retirement Income Planning

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.

S03E10 - TPAs and Other Acronyms You Need to Know

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.

S03E09 - Nerding out on Group Benefits

Join Jason and Dave Patriarche of Canadian Group Insurance Brokers and Mainstay Insurance. Dave is one of Canada's leading authorities on group benefits.

S03E08 - AML Why it Matters

Join Jason and AML expert Mike Cosgrove ofTAMLO as they discuss the realities of money laundering and how it impacts financial services professionals.

S03E07 - Advising Physicians

Join Jason and financial planner Adrian George as they discuss advising physicians. They discuss Adrian's path to deal with physician clients. Adrian's technical expertise and knowledge of behavioural finance concepts play prominently in his practice.

S03E06 - RDSP Specialist

Join Jason and financial planner Johnathan as they discuss the finer points of the RDSP. Johnathan is highly knowledgeable about the RDSP and teaches Jason a few things along the way!

S03E05 - Retirement Compensation Arrangement

Join Jason and financial planner Tim as they discuss the Retirement Compensation Arrangement from both a technical and behavioural perspective.

S03E04 - Estate Planning Challenges for Financial Advisors

Join Jason and financial planners Christopher and Steven as they discuss some of the challenges financial advisors encounter in helping clients with their estate planning.

S03E03 - Introducing the CPP Calculator

Join Jason and financial planner and entrepreneur David Field for a discussion of David's online CPP calculator.

S03E02 - Freelancing in Financial Planning

Join Jason and financial planner Alexandra Macqueen for a wide-ranging discussion concerning a range of financial planning issues.

S03E01 - Workers Compensation

Join Jason and lawyer Howard Goldford as they discuss how WCB in Alberta administers claims, how disputes are handled, and how this relates to other income loss benefits.

Join Jason and advisors Shawn Todd and Corey Butler.

Jason and group benefits broker Lori Power discuss communication and risk issues in group benefits contracts.

Jason and Certified Business Valuator Eric Mah discuss business valuation principles.

Jason and Erin share incapacity concerns, followed by Jason discussing policies and procedures for testing a client’s capacity.

Jason and Lisa discuss cash flow planning for business owners.

Jason and Erin discuss the perils of business owners who have not done sufficient personal planning, and how an advisor can help mitigate these concerns.

Jason and Jessica discuss insurance underwriting.

Jason and Darren discuss life insurance leverage strategy.

Jason and his guests, Tab and Brad, discuss retirement planning with a specific focus on pensions and CPP disability.

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

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

Jason and his guests, Kelvin and Derrick, share insights about managing assets.

Jason and Michael discuss scenarios in which Michael was able to put insurance in force to support buy & sell.

In this episode, Jason and Ian discuss debt management.

Join Jason and Ray as they continue their discussion about incorporating.

Jason and Ray discuss the benefits of incorporation for a medical professional. They also discuss the state of regulation of financial planning as well as financial advice.

Jason and his guests, Mitchell and Garrett, discuss buying a block of investment business and getting clients used to hearing retirement advice from a young advisor.

Our guests, Mitchell and Megan, each have a unique story about using unconventional methods to help their clients get the most out of their services.

Jason and his guests, Nathen and Kelley, talk about using elements of the financial planning process to bring value to their clients.

Jason and his guests, Derek and Dawn, share their experiences in dealing with clients who may be experiencing diminishing mental capacity.

In this bonus episode, Jason is on location at the CFP Board Conference with Ryan and Tanya. They share their experiences at the conference and their favorite sections.

Jason and his guests, Shyam and Chris, discuss two specific financial planning cases. One of them is about clients who are small business owners, and the other is about clients who are relocating to Canada from the U.S.

Jason and his guests, Craig and Ian, revisit financial planning for people with disabilities, specifically regarding the RDSP.

Jason and his guests, Chris, Craig, and Mitchell, share their ideas and experiences in retirement planning.

Jason and his guests, Megan and Russ, talk about how to optimize your value for your clients.

Jason and his guests, Kelvin and Derrick, share insights about managing assets.

Jason and his guests discuss how human behavior and tendencies affect financial planning.

Jason and his guests, Kent and Marshall, talk about the Canada Pension Plan and how to utilize it.

Jason discusses the benefits of advisor education, how to choose the education that works for you, and much more with his guests, Kent and Ian.

Jason and his guests, Kelly and Jeff, talk about divorce from the perspective of financial planning.

In our first episode of CE Drive, Jason discusses disability tax benefits including their pros and cons and nuances with his guests, Derek and Melanie.