Member

Christian Battistelli

Bowmanville

Unified Advisory Group, Assante Financial Management Ltd.

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Christian Battistelli

Member Bio

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I help successful business owners nationwide proactively manage cash flow, reduce taxes, and structure their businesses prudently so they can focus on what they love - their business.

I help successful business owners nationwide proactively manage cash flow, reduce taxes, and structure their businesses prudently so they can focus on what they love - their business.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Executive Compensation
Financial Planning
Succession Planning
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Insurance Commission
Minimum Fee
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

No items found.

Education

University

Assets Under Management

50,000,000-100,000,000

Practice Size

6 to 10

Investment License

Mutual Fund

Provinces Licensed (Investment)

Ontario
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