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An IFA for the DIY Investor: A Guide to Your 3 Key Roles
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Home
Blog
You
Business Owners
Incorporated Professionals
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Physicians
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Disability Insurance
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Life Insurance: Permanent
Life Insurance: Temporary (“Term”)
Long Term Care Insurance
Medical Insurance
Pension Plans
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COLI (Corporate-Owned Life Insurance)
Medicus vs. IPP vs. CIRP vs. RCA: An Accountant’s Guide
October 31, 2025
An accountant's guide to the Medicus Pension Plan, IPP, and CIRP for incorporated professionals. This resource provides a strategic framework…
An IFA for the DIY Investor: A Guide to Your 3 Key Roles
October 29, 2025
Are you a DIY investor considering an Immediate Financing Arrangement (IFA)? This guide outlines the 3 critical roles you must…
The Business Owner’s Financial Journey: An Accountant’s Guide
October 23, 2025
A comprehensive, critical guide for accountants on the Business Owner's Financial Journey. This framework goes beyond conventional wisdom to enable…
IFA-Enhanced Estate Equalization: An Accountant’s Guide
October 3, 2025
Discover how to use an Immediate Financing Arrangement (IFA) to fund a life insurance policy for estate equalization, allowing your…
Using an Existing Life Insurance Policy for an IFA: An Accountant’s Guide
September 29, 2025
Discover whether you can use an existing life insurance policy for an Immediate Financing Arrangement (IFA). This guide for accountants…
A Guide to IFA Insurers and Lenders
September 25, 2025
An Immediate Financing Arrangement (IFA) is built with two key providers: an insurance company and a lender. This guide for…
IFA vs 10-8: Lessons Learned and Changes Made
September 20, 2025
The fear of a 10-8 repeat is understandable, but the modern IFA is a fundamentally different and more robust strategy.…
IFA vs. Infinite Banking: A Made-in-Canada Clarification for Accountants
September 16, 2025
A detailed comparison for Canadian accountants on the Immediate Financing Arrangement (IFA) vs. the Infinite Banking Concept (IBC). This guide…
IFA vs. IRP: An Accountant’s Guide to Strategic Selection
September 14, 2025
A detailed comparison for Canadian accountants of the Immediate Financing Arrangement (IFA) and the Insured Retirement Plan (IRP). Learn the…
Flawed IFA Structuring: An Accountant’s Guide to Foundational Risks
August 21, 2025
A guide for Canadian accountants on the foundational risks that can cause an Immediate Financing Arrangement (IFA) to fail at…
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