Join Glen Zacher, CFP with his guest John Moakler
I always related to my own experience, when I want to seek out a specialist, like a doctor for surgery or a dentist to have a root canal performed, I want to make sure they have lots of letters after their name.
So you need to have a specialist not only should your financial planner at least have their CFP or certified financial planners' designation, but they need to belong to an accredited Financial Planning Association, like Abacus
Too, often people are putting themselves out as a financial planner, and they do not have their designations and that's going to change as governments across Canada are now starting to regulate the financial planning industry
📚 RESOURCES - Great Reads and Audio - https://mcguirefinancial.ca/shop/
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: https://www.mcguirefinancial.ca
💸 Looking for a Certified Financial Advisor? Learn about "The Bankers' Secret" based on Becoming Your Own Banker - The Infinite Banking Concept:
📧 contacting our office - email@example.com and setup your 30 min review or phone 📞Head Office Edmonton Ph:780.462.1289 Calgary Ph: 403.538.6898 Kelowna Ph: 778.738.8321 Toronto Ph: 647.417.0601 Toll Free: 1.877.364.8204