Recently minted CFP® Professional Christian Battistelli joins Jason for a discussion around joint ownership. Christian’s investment dealer is Assante Financial Management Ltd.
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
MONEY ARCHITECT FINANCIAL PLANNING
Investment Risk Tolerance Assessment
Investor questionnaire
The charity that gave birth to a $300M global impact asset manager
Using Tech to Improve Client Onboarding
Consumer Advocate
Regulation: Tales from the Front Lines
Professional Trustee Services
Financial Education using Technology
Family Law 101
Wealth Management and Financial Planning
The F-Word and Other Regulatory Concerns
Therapy Tools in a Planning Practice
Retirement Planning: Endowments and RRIF
IPP: A Masterclass
Property and Casualty Risks in Financial Planning
The Role of Financial Therapy
Intro to Impact Investing
Group Benefits: Two Perspectives
Advice-Only Planning
Pension Buyback in a Complex Case
Ethics Lessons from Season 3: Part1
Life Insurance Fundamentals
Create your
podcast in
minutes
It is Free