McGuire Wealth Management

Canada Life - Unaiz Bawa and Glen Zacher, CFP CCC

February 17, 2022 Glen P. Zacher CFP Season 2022 Episode 200
McGuire Wealth Management
Canada Life - Unaiz Bawa and Glen Zacher, CFP CCC
Show Notes

Glen Zacher, CFP CCC talks about the benefits of The Bankers' Secret with

Wealth and Tax Planning Support    Unaiz H. Bawa, CPA, CA    Wealth and Tax Planning Consultant
Unaiz comes to his role as a Wealth and Tax Planning Consultant with experience from several national public-practice accounting firms where he primarily helped owner-managed private corporations. This included succession and estate planning, corporate reorganizations and the filing of income tax returns.
Outside of the profession, Unaiz enjoys scuba diving, skiing, hunting, traveling, literature and music. He actively gives back to the community by volunteering with various charities and has previously served as the Treasurer on the Board of Directors for various non-profit organizations. He has also previously served as an officer in the Army Reserve of the Canadian Forces.
Unaiz graduated from the University of Calgary’s Haskayne School of Business, with a Bachelor of Commerce in Accountancy, in 2011. He qualified as a Chartered Accountant in 2014 and completed CPA Canada’s In-Depth Tax Course in 2017.

📚 RESOURCES - Great Reads and Audio - 

The Bankers' Secret by Glen Zacher, CFP & J Lowe (Book and/or Audio) 
Becoming Your Own Banker by R. Nelson Nash (Book and/or Audio) 
The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash 
Lots more books to review. 

📌 Official IBC Practitioner Representative Website of The Nelson Nash Institute: 

💸 Looking for a Certified Financial Advisor? Learn about "The Bankers' Secret" based on Becoming Your Own Banker - The Infinite Banking Concept: 

📧 contacting our office - and setup your 30 min review or phone 📞Head Office Edmonton Ph:780.462.1289 Calgary Ph: 403.538.6898 British Columbia Ph: 778.738.8321 Ontario Ph: 647.417.0601 Toll Free: 1.877.364.8204