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

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

Private wealth counsellor Marshall McAlister joins Jason for a discussion of endowments, RRIFs, and a brief discussion about upcoming Client Focused R...

Join Jason and Trevor as Jason gets a robust education about the inner workings of the IPP. Remember to subscribe and earn your continue education cre...

Financial Planner and Property & Casualty insurance professional Chad MacKenzie joins Jason for a look at what financial planners need to know about P...

Financial Therapist Nathan Astle joins Jason to explain the differences between financial planning and financial therapy, and how a financial planner ...

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 int...

Insurer executive Meghan Vallis joins Jason for a wide-ranging discussion of topics in group benefits. Remember to subscribe and earn your continue ed...

Financial planner Julia Chung joins Jason to discuss operating an advice-only financial planning practice. Remember to subscribe and earn your continu...

Financial planner Melany Goodhue joins Jason to discuss a highly complex case where a pension buyback coincides with a number of other financial plann...