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Paywalled link: https://insurance-portal.ca/article/regulation-the-life-insurance-industry-must-defend-its-distinct-identity/
Jason and Chael look at how the life insurance industry keeps effective regulation at bay.
Original version was uploaded with the 2nd Stephen Frank quote missing, but it's here now.
Jason and Chael look at https://www.fpcanada.ca/get-certified/education/recognized-education-providers and try to figure out how to get professionally certified.
Jason and Chael discuss the merits and downsides of professional certifications and designations.
Chael and Jason continue to unpack the Income Tax Act, this time delving into charitable contributions.
Chael and Jason dig into a boutique tax credit for middle to high net worth Albertans.
Chael and Jason look at how insurance sales are explained to consumers in Canada.
Jason and Chael discuss a problematic tweet about investing. Brandolini's Law and the FIRE movement show up in a big way.
Jason takes exception with some excerpts from a recent Globe article.
https://www.theglobeandmail.com/investing/personal-finance/article-trade-war-personal-finance-update-2-if-you-need-your-money-within-five/
Jason and Chael discuss Tax Shelter Donation Schemes.
https://dailyhive.com/canada/cra-lawsuit-tax-shelter-gifting-scheme
https://equigenesis.com/about-us/
From the publisher's feed