Closing the Information Gap

We publish our deep work to turn complex knowledge into actionable insights—designed specifically for independent advisors and the private clients we serve.
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The IFA Core Advisory Team: A Requirement for Success

An Immediate Financing Arrangement (IFA) is a powerful but complex strategy. Its success doesn’t just depend on the insurance policy or the loan—it hinges on the seamless collaboration of your team of independent advisors. This guide provides a blueprint for assembling and vetting your core advisory team to avoid costly…

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The Physician Investor’s Blind Spot: Solving Your Future Tax Problem

A guide for physicians on a common financial blind spot: the tax on Medical Professional Corporation (MPC) shares at death. Learn how the IFA-enhanced CDA strategy solves this problem and unlocks corporate value.

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Is Your Wealth Trapped in Your Company? You Can Unlock It, Tax-Free

A guide for business owners on how the IFA-enhanced CDA strategy can unlock trapped corporate wealth. Learn how to access your retained earnings tax-free to fund your personal goals, secure your succession plan, and preserve your legacy.

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The IFA-Enhanced CDA: A Wealth Advisor’s Guide to Unlocking Trapped Corporate Value

A comprehensive guide for wealth advisors on the IFA-enhanced CDA strategy. Learn how this powerful tool can unlock trapped corporate value for your high-net-worth clients, enhance estate liquidity, and integrate with their overall investment and wealth management plans.

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The IFA-Enhanced CDA: A Foundational Guide for Accountants

Unlock trapped corporate capital and access tax-free wealth extraction with the IFA-Enhanced CDA strategy. This approach combines corporate-owned life insurance with an Immediate Financing Arrangement (IFA)—a leveraged strategy where a corporation buys permanent life insurance and uses it as collateral for a loan. Learn how this method can magnify your…

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Physician Companion: Optimizing Interest Deductibility for Your Medical Practice & Investments

Incorporated Physicians: This companion (mid-2025) explores how your MPC can deduct interest on loans for practice needs or investment portfolios. Understand the “purpose test,” tracing funds, COLI strategies, and impacts on SBD. Key insights for optimizing your MPC’s financial growth and tax efficiency.

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Business Owner Companion: Leveraging Corporate Borrowing for Investment Growth

Canadian business owners & incorporated professionals: Learn how your corporation can deduct interest on loans used for business operations or investment portfolios. This companion (mid-2025) explores the “purpose test,” tracing funds, COLI as collateral, and the impact on passive income rules (SBD grind). Key insights for strategic growth and tax…

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Your Personal Companion: Understanding Interest Deductibility in Canada

Wondering if you can deduct the interest on your investment loan? This guide explains the CRA’s “purpose test” in plain language. Learn how to meet the requirements for tax-deductible interest when borrowing to invest, and discover the common mistakes to avoid so you can make more informed financial decisions.

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If an IFA Is So Good, Why Isn’t It for Everyone?

If the Immediate Financing Arrangement (IFA) is such a powerful strategy, why isn’t it for everyone? We provide a straightforward answer, demystifying the IFA and explaining the key reasons—from financial capacity to comfort with leverage—that make it a specialized tool.

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