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Insurance Made Clear – S1E1

Insurance Made Clear – S1E1

by G3 Wealth Strategies & Consulting Inc | Jan 26, 2026 | 2026, Budget, financial advice, insurance, Uncategorized

Insurance is one of those topics many people feel they should understand, yet few feel confident explaining. Policies are often filled with technical language, assumptions, and decisions that feel overwhelming without proper context. In the first episode of Insurance...
Charitable Giving

Charitable Giving

by G3 Wealth Strategies & Consulting Inc | Oct 31, 2025 | Blog, business owners, DRAFT, Family, farmers, financial advice, financial planning, insurance, Professionals, retirees, tax

Why do individuals give to charity: ● Leave a legacy ● Essential to organizations ● Meaningful tax relief for contributors There are many ways to give and lots of potential tax savings: 1. Simple Cash Gifts – Charitable tax credit 2. Gifts in Kind –...
Immediate Finance Arrangement

Immediate Finance Arrangement

by G3 Wealth Strategies & Consulting Inc | Aug 8, 2025 | Blog, business owners, corporate, incorporated professionals, insurance, life insurance, tax

An Immediate Financing Arrangement (commonly known as an IFA) is a financial planning strategy that combines permanent life insurance coverage with tax-advantaged wealth accumulation — typically through a Canadian-controlled private corporation. Who could benefit from...

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