Where did you see your life going? Did it take you to a place where you were going to actively choose to listen to a podcast with the word 'demutualization' in the title? 

https://advisor.ca/insurance/life/canadas-best-participating-whole-life-insurance-product/

https://www.jeffcait.com/

Jason explains why CPP's investing style isn't a great match for individual investors. Chael may not be convinced. 

https://www.theglobeandmail.com/investing/globe-advisor/alternative-investments/article-what-advisors-can-learn-about-portfolio-structure-from-canadas-pension/

Chael talks basil. Jason defends FP Canada, but extends a beef in the process. 

https://www.advisor.ca/insurance/life/the-renewal-i-almost-didnt-make/

https://www.linkedin.com/pulse/diploma-wall-proves-nothing-might-jeffrey-cait-bba-mba-tep-r351e/ 

Jason picks a fight. Chael can't remember how he spent his week. 

https://www.linkedin.com/pulse/conversation-nobody-finishing-jeffrey-cait-mba-cfp-tep-zoxhe/?trackingId=qqjCH3rARXKvtS%2Bh%2ByKCgw%3D%3D 

https://www.youtube.com/@MLWwithJeffCait

https://advisor.ca/insurance/life/term-vs-permanent-life-insurance/ 

Jason thinks WealthSimple has lost its way. Chael speculates about Jason's exit. 

https://www.theglobeandmail.com/gift/fc61fb9e3ac95b7c9416a9fde8526e13dff1d8a856a603842cd938e68ad19374/RR6VGFAZBNCM3AYV2TYX3YIG3I/

Jason's crusade against interesting investments continues. Chael gives us the May ice cream menu, but probably too late. 

https://www.linkedin.com/posts/mackenzie-investments_invested-in-performance-activity-7438236761052303360-i4tp?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAFBOskBvYA6UygOxfSLkqBMuP4vGXokuco

A big fundco does a good thing, and gives Chael the chance to ask Jason about diversification and concentration in an investment portfolio. 

Jason wants to keep things boring. 

https://www.mackenzieinvestments.com/en/products/mutual-funds/mackenzie-precious-metals-fund 

Jason talks a bit too much in this episode, getting into some nitty gritty of RDSPs. Chael is very patient. 

https://www.fpcollective.ca/rdsp-part-i-the-purpose/

https://x.com/AaronHectorCFP/status/1700281433254748668?s=20

https://pooranlaw.com/wholelifeplanning/questions/rdsp/

Jason and Chael start into a discussion about RDSPs. Episode 2 next week. 

Did we dox a listener? 

https://www.ctvnews.ca/toronto/consumer-alert/article/toronto-ont-family-frustrated-they-cant-access-rdsp-funds-for-disabled-son/

https://www.fpcollective.ca/rdsp-part-i-the-purpose/ 

Jason is not surprised at reports of cheating on the life insurance licensing exam. Chael is excited for the prospect of using AI, but not to cheat on exams. 

https://www.investmentexecutive.com/news/ontarios-llqp-exams-will-soon-be-held-in-person-only/