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Tag:
wealth transfer
5 Questions to Ask Before Starting an Immediate Financing Arrangement (IFA)
October 9, 2025
The Immediate Financing Arrangement (IFA) is a powerful but complex strategy. Before committing, it's crucial to ask the right questions…
The IFA Mindset: Is Your Temperament Suited for a Leveraged Strategy?
October 1, 2025
Explore the "IFA Mindset," the unique blend of psychological fortitude, emotional discipline, and long-term perspective required to successfully manage a…
How to Select an IFA Lender: An Accountant’s Guide
September 27, 2025
A practical guide for accountants on selecting an IFA lender in Canada. Includes a due diligence framework, a comparative worksheet,…
Is Your Wealth Trapped in Your Company? You Can Unlock It, Tax-Free
July 30, 2025
A guide for business owners on how the IFA-enhanced CDA strategy can unlock trapped corporate wealth. Learn how to access…
The IFA-Enhanced CDA: A Wealth Advisor’s Guide to Unlocking Trapped Corporate Value
July 28, 2025
A comprehensive guide for wealth advisors on the IFA-enhanced CDA strategy. Learn how this powerful tool can unlock trapped corporate…
When Your Client Asks ‘Why Don’t I Have an IFA?’: A Wealth Advisor’s Guide
July 3, 2025
The IFA is often pitched as a simple arbitrage, but the reality of portfolio integration is far more complex. This…
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…