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
Create your
podcast in
minutes
It is Free