FinancialPodcast.CA: Interviewing Professionals

FinancialPodcast.CA: Interviewing Professionals

By Customplan Financial Advisors Inc.BusinessInvestingBusiness News
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FinancialPodcast.CA: Interviewing Professionals episodes

  • Electronic Signature – made in Canada. Episode 16
     
    1)  What is a e-signature?
    2)  How does Signority prove that a person signed a document?
    3)  What kind of security is in place?
    4)  Made in Canada.
    5)  Ease of use.
    6)  Endorsed by CSIO.
    7)  Special offer.
    Speaker: Jane He - CEO/Founder at Signority.
    Jane has been in the hi-tech industry for 25 years. She has lived in
    three continents, born and raised in Shanghai, received her graduate
    degree in Europe have been working as a hi-tech professional since 1996
    in Canada. She worked at Nortel and several other large companies until
    2010, when she started Signority. Over the last 10 years, Signority has
    made several significant milestones: in 2016, the Department of National
    Defense of Canada has successfully deployed that platform, through the
    federal government innovation program, and, for the first time in
    history, Signority helped the Government of Canada eSign the first MoU
    with the Government of Great Britain.
    Special offer:
    10% discount off of the web listing price for the first year of a subscription. Just email [email protected] or call 1-833-222-1088 and mention Financial Podcast.
    0 min
  • Overview of the Insurance Sector. Episode 15
    1)  Changes in the insurance industry in the last 30+ years.
    2)  How to add value and provide service to the older population.
    3)  Advice to new advisers.
    4)  Disability Credit Protect Rider that Empire Life has.
    5)  The role technology plays in the insurance industry today.
    Speaker: Peter A. Wouters.
    Director, Tax Retirement & Estate Planning Services
    Peter devotes much of his time working with independent advisors and
    other professionals uncovering issues and concerns faced by affluent
    individuals, professionals and business owners. He supports their
    efforts in researching and developing optimal solutions for clients
    aimed at improving their financial well-being and supporting their
    personal wishes and lifestyles. He has provided 1000s of workshops,
    seminars and technical support throughout the country on tax, retirement
    and estate planning issues, concepts and strategies. Peter, an
    accredited Registered Financial Gerontologist, educates people of all
    professions who work with or specialize in the needs, expectations and
    issues of an aging population.  Comprehensive lifestyle planning is an
    important element of these processes.  He has been repeatedly
    interviewed on regional and national television, radio, newspapers and
    journals as a subject matter expert on various industry issues and
    developments. He is a prolific writer on matters dealing with
    retirement, financial and lifestyle planning.
    Among his many professional and industry affiliations are: CALU
    (Conference of Advanced Life Underwriting), the Society of Trust &
    Estate Practitioners, the Institute of Research & Planning, the Canadian
    Tax Foundation, the American Institute of Financial Gerontology and the
    American Society on Aging. He is faculty chair of the International
    Elder Planning Counsellor program.
    A graduate of McMaster University, Northeastern University and Widener
    University, Peter has over three decades of experience. He is a true
    student of business as attested to by 16 professional designations. His
    articles have been published in newspapers, industry bulletins and trade
    journals throughout the world.
    https://www.empire.ca/bios/peter-wouters
     
     
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  • Visitors to Canada insurance with Travelance. Episode 14.
    1) Three main insurance products that Travelance offers;
    2) Discuss long stay and short stay policies for visitors to Canada;
    3) Why purchasing from Travelance makes sense vs other online options;
    4) Discussion on the super visa and multiple entry visa and how
    insurance plays a role;
    5) What they cover regarding Covid 19 tests;
    6) How teaming up with Travelance can help build an advisors client base.
    Speaker: Kristina van der Wal of Travelance
    Kristina began her career in the insurance industry in 2009 as a
    Personal Lines Insurance Advisor, later joining Travelance in 2014 as
    the Regional Sales & Development Manager for Western Canada.
    Now, as the Director of Sales and Distribution for Travelance, Kristina
    uses her insurance experience along with her post-secondary education in
    sales, business and marketing, and business acumen to help brokers
    succeed and grow their business with Travelance’s suite of products.
    Travelance info
    Travelance is a travel and accident insurance provider that focuses on
    providing quality products at competitive prices. We are a team of
    interdisciplinary professionals. Working together, we’ve created an
    open-minded and approachable culture that provides the foundation for
    the exceptional support we deliver to a network of clients, including
    policyholders, brokers, travel agents, and agencies.
    T  1-855-566-8555
    https://www.travelance.ca/
    0 min
  • Episode 13. What is a health spending account
    1) Overview of how a health spending account works.
    2) What it can or cannot include.
    3) How it benefits the employer.
    4) Potential tax implications.
    5) How clients can quality.
    6) The benefits of outsourcing it vs running in-house.
    An interview with Andrew Brandsma
    About Andrew Brandsma:
    Andrew is the Director of Sales and New Business Development at National HealthClaim in Calgary, AB. He holds a degree in Commerce specializing in Risk Management and Insurance. Over the last 8 years, Andrew has cultivated a reputation by providing consultants and advisors with real-time, real-person service regarding innovative solutions, especially in regard to the growing industry requests for not only HSA's but Lifestyle spending accounts or LSA's.
    Andrew can be reached at andrew @ nationalhealthclaim.com or (403) 554-8510
    0 min
  • Episode 12. Canadian Economy in Review

    2020 economic outlook: How will Canada perform? What should we expect?

    An interview with Richard Knowles – Sr. Associate and Independent Financial Advisor and Planner, Customplan Financial Advisors Inc.

    About Richard Knowles:

    As a multi-licensed and certified Financial Professional in Wealth and Risk Management and Financial Planning since 1994, Richard has been successfully shaping the financial well-being of individuals, incorporated professionals and executives and companies by successfully utilizing the most advanced areas of tax engineering, wealth creation, debt reduction and estate planning possible in the world today.

    0 min
  • Episode 11. Investment compliance and regulations
    An interview with Rob Hack, an adviser and a compliance officer of Customplan Financial. The topics discussed are:
    Compliance in the financial industry
    Financial fundamentals
    Saver vs investor
    Risk definition
    How to find an advisor
    How to protect yourself from fraud
    Rob Hack
    http://customplanfinancialservices.com/robert-hack/
    0 min
  • Episode 10. What does it mean to be a financial advisor?
    What to do before you start as a financial advisor?
    Advice about what value you can provide clients?
    What mindset you have to have to start a new business?
    What qualities a financial advisor must quest to build a successful career?
    How advisors are paid?
    What is the difference between NET and GROSS pay?
    Derek Tedrick
    Forward Financial
    tel: (403) 969-0330
    0 min
  • Everything you need to know about trusts – conversation with a tax professional
    -What is a trust?
    -How is a trust established?
    -Can you give me some examples of trusts
    -How is a trust taxed?
    -How similar is it to a corporation?
    -What is a family trust?
    -Why would you use a family trust?
    -How do you set up a family trust?
    -How is it taxed?
    -What are the disadvantages of a family trust?
    About George E. Craven, B.A.(Hons) LL.B. M.Tax.
    George has been practicing as a sole tax practitioner in Calgary (Monarch Tax Law) since 2007. His practice focuses on small business corporations including corporate reorganizations, corporate succession planning, tax efficient structuring and inter-vivos family trust planning.
    George got his Master of Taxation degree in 2001 and worked at McCarthy Tétrault LLP till 2007
    In 2014 George worked as an Adjunct Professor at University of Calgary and University of Lethbridge
    George is married and has 6 children, five boys and a girl
    George’s interests are steam locomotives, playing the Tuba and watching English soccer with a passion only English people can understand!
    George's site is www.monarchtaxlaw.com and his phone number is (403) 265-7066
    41 min
  • Estate planning and asset protection with an estate lawyer
    -Why do people add their (adult) kids to their homes and bank accounts?
    -Why are cabins such a problem in estates?
    -My spouse gets everything when I die, right?
    -What happens with assets with the second marriage?
    -What do business owners need to consider?
     
    Lynne Butler, BA LLB TEP
    -Work
    Lynne was first called to the Alberta Bar in 1986. She moved home to Newfoundland and Labrador in 2012 and was called to the bar here. Lynne have always worked in wills, probate, trusts, powers of attorney, estate litigation, and elder law.
    -Activities
    Lynne is the chairperson of the Wills and Estates section of the Newfoundland Bar Admission Course. I am a Course Facilitator (online teacher) for the Legal Writing, Legal Research and Legal Drafting sections of the Alberta Bar Admission Course.
    She is the editor of MC², the national magazine of Mensa Canada.
    She is the former host of “The Law Show”, a weekly radio program on VOCM Radio.
    Lynne has been interviewed about estate-related matters by CPAC, BNN, CityTV, Global TV, CBC Radio, VOCM Radio, the Wall Street Journal, the Globe and Mail, the Edmonton Journal, the Vancouver Province, the Toronto Star, the Montreal Gazette, Maclean’s Magazine, Today’s Parent Magazine, Succession Planning Magazine, Canadian Lawyer Magazine, Cottage Magazine, Advisor’s Edge Magazine, Momstown Magazine, Caregiver Solutions Magazine, and numerous websites.
    -Writing
    Lynne is the author of 9 books about estate planning, with the 10th being published in the fall of 2018, and one book about legal history.
    -Contact Lynne Butler
    709-221-5511
    www.butlerwillsandestates.com
    20 min
  • What is Findependence? An interview with a financial columnist, blogger and author
    What is Findependence and how did the term originate?
    What's the difference between Findependence and Retirement?
    How about the difference between Findependence and Victory Lap
    Retirement? How did that book come about?
    What does Canada’s two-tiered retirement system mean?
    How to pensionize a nest egg?
    What is the role of annuities?
    How to enhance retirement income, delay CPP or OAS?
    What are the 4 stages of Retirement?
     
    Jonathan Chevreau is a veteran financial columnist, blogger and author based in Toronto.
    In 2014, he launched the Financial Independence Hub, aka FindependenceHub.com, which covers the topic from a North American perspective. It is aimed at both baby boomers and their children, the millennials.  The site has now published more than 1,000 blogs.
    He published the financial novel Findependence Day in Canada (Power Publishers, 2008) and a US edition of Findependence Day in the United States (Trafford, 2013, also on Kindle).
    Both books make a distinction between traditional “full-stop” retirement and the more useful term, Financial Independence, which the books contract to simply Findependence. In 2014, he also published two concise e-books (also in US and Canadian editions) that summarize the plot and the major financial lessons learned by the characters:  A Novel Approach to Financial Independence (Amazon.com).
    Jon has also authored several books with traditional book publishers, including The Wealthy Boomer and several editions of Smart Funds, all published by Key Porter Books.
    His latest book, co-authored with Mike Drak, is Victory Lap Retirement, was published this fall, and is available at Chapters Indigo and major independent book stores, or online at http://www.victorylapretirement.com/
    He has a large Twitter following at @jonchevreau and uses most other major social media platforms.
    26 min

About FinancialPodcast.CA: Interviewing Professionals

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Listen-in on conversations with a variety of professionals working in a various fields on topics that matter to you such as Debt Management, Taxation, Estate Planning, Investments and so much more.…