October 31, 2025An accountant's guide to the Medicus Pension Plan, IPP, and CIRP for incorporated professionals. This resource provides a strategic framework…- October 23, 2025A comprehensive, critical guide for accountants on the Business Owner's Financial Journey. This framework goes beyond conventional wisdom to enable…
- October 7, 2025An essential guide for accountants on the strategic options for an early exit from an Immediate Financing Arrangement (IFA). This…
- October 5, 2025A research companion for accountants on combining an IFA with strategic philanthropy to amplify client impact, create new assets, and…
- October 3, 2025Discover how to use an Immediate Financing Arrangement (IFA) to fund a life insurance policy for estate equalization, allowing your…
- September 29, 2025Discover whether you can use an existing life insurance policy for an Immediate Financing Arrangement (IFA). This guide for accountants…
- September 27, 2025A practical guide for accountants on selecting an IFA lender in Canada. Includes a due diligence framework, a comparative worksheet,…
- September 25, 2025An Immediate Financing Arrangement (IFA) is built with two key providers: an insurance company and a lender. This guide for…
- September 22, 2025For accountants: discover why the contractual guarantees and specific design of Whole Life insurance make it the only suitable engine…
- September 20, 2025The fear of a 10-8 repeat is understandable, but the modern IFA is a fundamentally different and more robust strategy.…
