Join Jason and Steve McEwan 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.

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.

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.

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

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

Jason and financial planner Adrian George discuss advising physicians. They discuss Adrian's approach to helping clients that are physicians. Adrian's technical expertise and knowledge of behavioural finance concepts play prominently in his practice.

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

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

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

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

Jason and financial planner Alexandra Macqueen discuss what freelancers face in several areas, from writing financial planning content to financial planning for low-income Canadians. Learn about developing a pro bono financial planning model and important securities licensing requirements.

Jason and lawyer Howard Goldford 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.