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April 17, 2023
What are seg fund guarantees worth? – Jason’s Corner

Segregated funds generally have 3 stated advantages, compared to mutual funds: Creditor protection, if a parent, spouse, child, grandchild, or any irrevocable beneficiary is named. The ability to bypass probate with any named beneficiary. The maturity and death benefit guarantees. In the case of non-registered funds, I would argue there…

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April 17, 2023

What are seg fund guarantees worth? – Jason’s Corner

Segregated funds generally have 3 stated advantages, compared to mutual funds: Creditor protection, if a parent, spouse, child, grandchild, or any irrevocable beneficiary is named. The ability to bypass probate…
Read more
March 10, 2023

Register now for our inaugural CE Week!

Last month, I talked about our upcoming CE Week, featuring a variety of topics. I asked our marketing team (Alex, Liz, Devesh, and Tiffany) to put together a website to…
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February 6, 2023

Introducing BCC’s 5-Day CE Extravaganza – Jason’s Corner

Over the past few years, we’ve been running Continuing Education sessions as a combination of podcast episodes, ½ day sessions once per month, and recorded content. All this is available…
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January 6, 2023

Why Hold Bonds in a Portfolio? – Jason’s Corner

Over the last few months, I’ve heard a lot of concerns about bond performance in 2022. Many students have been left asking questions like, “Why hold bonds if they are…
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December 7, 2022

Ethics and Professional Responsibility Credits – Jason’s Corner

We are nearing the end of the year, and it’s time to make sure you have all your continuing education in good order. I find most advisors have sufficient credits…
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October 14, 2022

Associations and Memberships – Jason’s Corner

I belong to several different organizations and try to attend a wide variety of conferences. Those who follow me on Twitter (@jasonwattbcc) know that I recently attended two very interesting…
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September 13, 2022

Continuing Education with BCC – Jason’s Corner

It’s September, the start of the school year, and time to start thinking about education. We’ve taken a good look at our Continuing Education offerings and I have some updates.…
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August 4, 2022

Regulatory Updates: FP Canada and Insurance Council of BC – Jason’s Corner

Given that our theme for this quarter is compliance and regulation, it’s timely that I have the chance to talk about two regulatory changes. Both are welcome changes that will…
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July 6, 2022

Compliance and Investment Licensing – Jason’s Corner

I have had several questions and conversations of late about what licensing is required to transact in securities. This article is a summary of those conversations but is not a…
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