- 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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- 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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- 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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- 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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- 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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- 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/

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- 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

Flowcharts for Intergenerational Business Transfers

https://moodysprivateclient.com/flowcharts/intergenerational-business-transfers/

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- 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-thornton/to discuss your particular circumstances prior to acting on the information presented.)

Financial Advisor and Mortgage Broker Jim Thornton discuss a high-net worth client’s various financial planning concerns, including restricted shares and incorporation.

Supplementary Materials:

Jim Thornton

https://assantebrantford-bfg.com/jim-thornton/

Abakhan & Associates Inc. v. Braydon Investments Ltd., 2009 BCCA 521 (CanLII)

https://www.canlii.org/en/bc/bcca/doc/2009/2009bcca521/2009bcca521.html

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- 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-life-health-advisor-of-the-year/

Canadian Group Insurance Brokers

https://cgib.ca/

Unfair or Deceptive Acts or Practices

https://www.fsrao.ca/media/6116/download

Apply for a new corporate or partnership life and accident & sickness insurance licence

https://www.fsrao.ca/licensing/life-and-accident-sickness-corporate-agency-or-partnership/apply-new-corporate-or-partnership-life-and-accident-sickness-insurance-licence

THE APPROACH: SERVING THE CLIENT THROUGH NEEDS-BASED SALES PRACTICES

https://www.clhia.ca/web/CLHIA_LP4W_LND_Webstation.nsf/resources/Financial+Advisors/$file/The_Approach.pdf

Fiverr

https://www.fiverr.com/

Creative Destruction Lab (CDL)

https://creativedestructionlab.com/

Market Conduct: Life and Health Insurance Agent Supervision Framework

https://www.fsrao.ca/media/9481/download

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- 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-trends-in-benefits/

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- 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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- 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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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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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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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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- 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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- 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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- 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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- 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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- CE Drive w/ Jason Watt S05E04

Join Jason at the IAFP Symposium

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- 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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- 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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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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Subscribed at the CE Drive Podcast Page to get access to Quizzes!

Supplementary Materials:

Relo https://relo.ca/

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

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Supplementary Materials:

LightCross Tax Credit Services

The Last Word

McCulloch Financial Solutions Inc.

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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

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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

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Supplementary Materials:

FP Canada - Standards and Enforcement

FP Canada - Disciplinary Actions

CFP BOARD TO TIGHTEN OVERSIGHT OF FINANCIAL ADVISERS

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Supplementary Materials:

Client Focused Reforms – Frequently Asked Questions

CUSIP Number

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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

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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

Thank you for your patience and understanding. 

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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

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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?

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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

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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

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Supplementary Materials:

What Is Nest Wealth’s Fee Structure?

FaithLife Financial

Gold Investment Management Ltd.

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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

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Supplementary Materials:

GBL Inc.

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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

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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

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Supplementary Materials: MEET JANE

SaaS Wealth

AdvisorFlow

SFU Alumni Association

Communication Essentials for Financial Planners: Strategies and Techniques

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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)

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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

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Supplementary Materials:

Sorrell Private Trust (SPT)

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

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Supplementary Materials:

Monkiri

SmartSAVER

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

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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

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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

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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

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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

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Supplementary Materials:

Should You Use a Rising Equity Glide Path in Retirement?

Marshall McAlister, CFA

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Supplementary Materials:

TRP Strategy Group

Lea Koiv & Associates Inc.

CAFA

Canada Trustco Mortgage Co. v. Canada

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Supplementary Materials:

Mackenzie Insurance Group Inc

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Supplementary Materials:

Relational Money Inc.

Money Disorder Assessment

Financial Therapy Association

Journal of Financial Therapy

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Supplementary Materials:

Kindwealth

Impact Investing

Moving Beyond Modern Portfolio Theory: Investing That Matters

Geenees

NEA

Adasina Social Capital

NEI Investments

Calvert Institute for Responsible Investing

Vancity

Rally Assets

SVX

CNote

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Supplementary Materials:

The Benefits Corner: Episode 11-Managing Cannabis in the workplace

myFlex Benefits

The Group Advisor Blog

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Supplementary Materials:

Spring Plans

Financial Planning Association of Canada

Advice-Only Planners

Neuroscience, Leadership and David Rock's SCARF Model

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Supplementary Materials:

PULSE WEALTH MANAGEMENT

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Supplementary Materials:

STANDARDS OF PROFESSIONAL RESPONSIBILITY - FP Canada

Agent Code of Conduct - Life Insurance Council of Saskatchewan

CODE OF PROFESSIONAL CONDUCT - Advocis

Draft Rules of Conduct - FP Canada

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Supplementary Materials:

Two Pillars Financial Solutions Inc.

Demeter v. Dominion Life Assurance Co. and two other actions, 1982 CanLII 1766 (ON CA)

Serving Clients Through Needs-Based Sales Practices

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Supplementary Materials:

Niagara Region Money Coaches

Get the Most from the Canada & Quebec Pension Plans by Delaying Benefits

FinaMetrica Risk Tolerance Profiling

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Supplementary Materials:

Coinsquare

Coinbase

Mt. Gox

Michael Alguire

PONZI SCHEMES, PRIVATE YACHTS, AND A MISSING $250 MILLION IN CRYPTO: THE STRANGE TALE OF QUADRIGA

John McAfee

Guide for cryptocurrency users and tax professionals

CSA Staff Notice 21-327 Guidance on the Application of Securities Legislation to Entities Facilitating the Trading of Crypto Assets

ARK's Exchange Traded Funds (ETFs)

First North American bitcoin ETF launching in Canada

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Supplementary Materials:

Child labor in palm oil industry tied to Girl Scout cookies

TrustBIX

Michael Alguire

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Supplementary Materials:

Plan Well Guide

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Supplementary Materials:

Prime Capital

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Supplementary Materials:

myHSA

Income Tax Folio S1-F1-C1, Medical Expense Tax Credit

CEBS

Private Health Services Plan or Health Spending Account - Tax-Free Benefit for Employees

Coverage Limits for Private Health Services Plans (CRA/CLHIA position)

Heads Up Adviser

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Supplementary Materials:

Walhout Financial

DR Pensions Consulting

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

Nick Murray

Morgan Housel: The Psychology of Money

Retirement Researcher

The Financial Planning Association of Canada

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Supplementary Materials:

Benefits by Design

TPAAC

Million Dollar Round Table (MDRT)

WILL ROBOTS TAKE MY JOB?

Zenefits

Canadian Group Insurance Brokers

The Challenger Sale: Taking Control of the Customer Conversation

CUBIC HEALTH INC.

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Supplementary Materials:

Canadian Group Insurance Brokers

Selling Benefits

Mainstay Insurance Brokerage Inc.

Hunter McCorquodale

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Supplementary Materials:

TAMLO

Project PROTECT - Public Service Renewal in action

Human Trafficking Survivor turned Financial Crimes Consultant Timea Nagy

Timea's Cause Inc.

Project Octavia

FinCEN Files

Capacity Concerns

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Supplementary Materials:

PLAYCHEQUES Financial Solutions

The Paradox Of Choice (Ted Talk)

Predictably Irrational, Revised and Expanded Edition: The Hidden Forces That Shape Our Decisions

On Second Thought: Outsmarting Your Mind's Hard-Wired Habits

Hal Hershfield - UCLA Anderson Board of Advisors Term Chair in Management; Associate Professor of Marketing

Corporate Divorces and Butterflies

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Supplementary Materials:

RDSP Provider User Guide

RDSP: Open, transfer or rollover

Rollover from a Registered Education Savings Plan to a Registered Disability Savings Plan

T2201 Disability Tax Credit Certificate

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Supplementary Materials:

Trevor R. Parry - TRP Strategy Group

Post Mortem Planning with Trevor Parry

GBL Inc.

Sudden Money

Your Money Script

The Financial Therapy Association

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Supplementary Materials:

Howe v. Laurentian Life of Canada, 1995 CanLII 9278 (NB QB)

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Supplementary Materials:

Papyrus Planning

CPP Calculator

Crafting A Withdrawal Policy Statement For Retirement Income Distributions

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Supplementary Materials:

Open Policy Ontario

Caring for Clients

Kitces & Carl

Financial Services Regulatory Authority of Ontario (FSRA)

Warning: Unsolicited Career Advice

Insurance Council of British Columbia

Financial Planning Association of Canada

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Supplementary Materials:

Goldford Law Office

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Supplementary Materials:

Mind And Money

ECIVDA - Financial Planning Boutique

Kitces & Carl

Dr. Brad Klontz on TikTok

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Supplementary Materials:

"Perspective" in Employee Benefits: From a Professional Practitioner CLHIA announces withdrawal of Guideline G19

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Supplementary Materials:

• Erin Lafuente

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Supplementary Materials:

• Growing Your Financial Advisory Practice

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 Supplementary Materials:

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

• MIND AND MONEY

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Supplementary Materials:

Tax Court ruling a cautionary tale for small biz owners

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Supplementary Materials:

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

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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

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

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Supplementary Materials:

Portfolio Management Association of Canada (PMAC)

Anchor Pacific Investment Management

Ontario Security Commission: Securities Law

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

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Supplementary Materials:

Portfolio Management Association of Canada (PMAC)

Anchor Pacific Investment Management

Ontario Security Commission: Securities Law & Instruments

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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

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Supplementary Materials:

HLH Chartered Professional Accountants

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Supplementary Materials:

Corporate Tax Rates

Ontario Consultation

US CFP Board financial planning definitions

Ontario financial planning legislation

Manitoba personal tax rates

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Supplementary Materials:

How To Structure Your Earn Out (Without Getting Burned)

Serving Clients Through Needs-Based Sales Practices

Projection-Free Financial Planning To Avoid A False Sense Of Precision

Projection Assumption Guidelines

Client Name and Nominee Name Accounts 

Kitces and Carl Podcast

In this episode, our guests, Mitchell and Megan, each has a unique story about using unconventional methods to help their clients get the most out of their services.

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Supplementary Materials:

Mental Health & The Financial Advice Relationship

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