September 1, 2025A guide for Canadian accountants on the risks and costs of unwinding an Immediate Financing Arrangement (IFA) prematurely. Learn about…- August 28, 2025A CPA's review of the key tax compliance risks in an Immediate Financing Arrangement (IFA). This guide covers interest deductibility,…
- August 25, 2025A guide for Canadian accountants on the lender and credit risks affecting an Immediate Financing Arrangement (IFA). Learn about demand…
- August 23, 2025A guide for Canadian accountants on the market risks affecting an Immediate Financing Arrangement (IFA). Learn how interest rates, investment…
- 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 17, 2025For a successful Immediate Financing Arrangement (IFA), you need a coordinated team of expert advisors. This guide for clients explains…
- August 15, 2025Learn the critical role of the Insurance & Modeling Specialist—the "Architect"—on an IFA Core Advisory Team. Discover how policy design,…
- August 11, 2025A guide for Canadian wealth advisors on their strategic role in a client's Immediate Financing Arrangement (IFA). Learn how to…
- August 7, 2025An Immediate Financing Arrangement (IFA) is a powerful but complex strategy. Its success doesn't just depend on the insurance policy…
