CE Drive with Jason Watt

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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.

  1. 11/06/2023

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

    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/   Remember to like and share! 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

    1h 3m

  2. 08/02/2023

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

    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/   Remember to like and share! 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

    1h 2m

  3. 07/19/2023

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

    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   Remember to like and share! 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

    1h 9m

  4. 07/05/2023

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

    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/   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

    1 hr

  5. 06/21/2023

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

    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/   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

    1h 10m

  6. 06/07/2023

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

    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

    1 hr

  7. 05/24/2023

    CALU 2023 - CE Drive w/ Jason Watt S05E17

    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   Flowcharts for Intergenerational Business Transfers https://moodysprivateclient.com/flowcharts/intergenerational-business-transfers/   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

    59 min

  8. 05/10/2023

    Corporate Tax Planning - CE Drive w/ Jason Watt S05E16

    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-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   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

    57 min
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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.

Information

  • Creator
    cedrive
  • Years Active
    2018 - 2023
  • Episodes
    97
  • Rating
    Clean
  • Copyright
    © Copyright 2025 All Rights Reserved
  • Show Website
    CE Drive with Jason Watt

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