83.8K
Downloads
97
Episodes
Get all your Continuing Education credits for Canadian Financial Planners, Investment Advisors, and Insurance Agents in a podcast! Subscribe at bccquiz.online for the quiz.
Episodes
Wednesday Feb 16, 2022
Wednesday Feb 16, 2022
Advice Only Planning Russell Sawatsky joins Jason for a discussion of working with DIY investors. We also touch on working with clients with US connections.
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
Money Architect Financial Planning
Investment Risk Tolerance Assessment
The charity that gave birth to a $300M global impact asset manager
Inside the Horizons One-Ticket ETFs
Islamic Finance with Mohamad Sawwaf
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.