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What is an IFA? An Overview for Canadians
June 28, 2025
Transform your life insurance from a passive document into an active financial tool. This guide explains the Immediate Financing Arrangement…
The IFA Advantage: Funding Real Estate Investments Through Whole Life Insurance
April 30, 2025
Discover how Canadians can use an Immediate Financing Arrangement (IFA) with whole life insurance to efficiently fund real estate investments.…
Unlock Your Equity Differently: Whole Life Insurance as a Complement to Real Estate
April 26, 2025
Explore the surprising parallels and key differences between whole life insurance and real estate investing for Canadian homeowners. Learn how…
Beyond Bank Insurance: Why Personal Term Life is Key for Mortgage Protection
April 24, 2025
Confused about mortgage life insurance from your Canadian bank vs. personal term life? Discover the crucial differences in coverage, cost,…
Infinite Banking in Canada: A Balanced Look at the Benefits, Risks, and Alternatives
June 17, 2024
Infinite banking is a powerful financial strategy that can be used to build wealth, manage debt, and secure your financial…
Federal Budget 2024: How Life Insurance Can Protect Your Wealth from Rising Capital Gains Tax
May 7, 2024
Worried about how the new capital gains tax rules in Budget 2024 impact your wealth? Explore how life insurance can…
Preparing Your Legacy: Understanding The Deemed Disposition
February 15, 2024
Don't let taxes unexpectedly shrink the inheritance you intend to leave behind. Understand "deemed disposition at death" and protect your…
Planting Seeds of Impact: Nathaniel Hawthorne’s Insights for Philanthropists
December 18, 2023
Renowned author Nathaniel Hawthorne stated, "Generosity is the flower of justice," inspiring philanthropic estate planning.
Joanna Lumley: Embracing Philanthropy – Discover the Joy of Giving Back
December 11, 2023
Joanna Lumley beautifully articulates the fulfillment that comes from charitable giving: “I am blessed beyond the realms of blessedness, and…
Charitable Planning for Compassion: Lessons from Horace Mann
December 4, 2023
Horace Mann's quote on relieving suffering inspires charitable gifts through estate planning that transforms lives while reducing taxes.
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