Financial Planning Preparing for Financial Planning Exams At the time of this article's publication, students across the country will be writing their…Jason WattFebruary 1, 2022
Financial Planning Financial Fraud and its effect on Millennials Financial fraud isn’t a new concept by any means, but in the age of the…Marketing We Know TrainingApril 6, 2021
Financial PlanningNewsletters Nov 2019 Newsletter: Decision-Making in Financial Planning Behavioural finance research makes it clear that we are all victims of our own biases.…Jason WattOctober 29, 2019
Financial PlanningNewsletters Jul 2019 Newsletter: Low Income Canadians Need Financial Planning Too Since the introduction of the TFSA, I have often heard that low-income Canadians cannot benefit…Jason WattJune 28, 2019
Estate PlanningFinancial PlanningNewsletters June 2019 Newsletter: RRSP Beneficiary Designations A question that comes up regularly in class, and features much confusion, concerns RRSP beneficiary…Jason WattMay 30, 2019
Financial PlanningNewslettersTax Mar 2019 Newsletter Article: The Broken Medical Expense Tax Credit Your clients are likely rounding the corner to tax season, and gathering up receipts to…Jason WattMarch 7, 2019