September 18, 2025For accountants advising high-net-worth clients, it's crucial to understand the difference between conventional investment loans and an Immediate Financing Arrangement…- September 16, 2025A detailed comparison for Canadian accountants on the Immediate Financing Arrangement (IFA) vs. the Infinite Banking Concept (IBC). This guide…
- September 14, 2025A detailed comparison for Canadian accountants of the Immediate Financing Arrangement (IFA) and the Insured Retirement Plan (IRP). Learn the…
- September 12, 2025For accountants advising clients on leveraged investing, this guide compares the Immediate Financing Arrangement (IFA) and the Home Equity Line…
- August 21, 2025A guide for Canadian accountants on the foundational risks that can cause an Immediate Financing Arrangement (IFA) to fail at…
- August 19, 2025A deep dive for Canadian accountants on the common pitfalls of Immediate Financing Arrangements (IFAs). This guide moves beyond the…
- August 15, 2025Learn the critical role of the Insurance & Modeling Specialist—the "Architect"—on an IFA Core Advisory Team. Discover how policy design,…
- August 7, 2025An Immediate Financing Arrangement (IFA) is a powerful but complex strategy. Its success doesn't just depend on the insurance policy…
- July 18, 2025Wondering if you can deduct the interest on your investment loan? This guide explains the CRA's "purpose test" in plain…
- July 8, 2025If the Immediate Financing Arrangement (IFA) is such a powerful strategy, why isn't it for everyone? We provide a straightforward…
