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Author: David Kakon

• November 3, 2025

  Policy Strategy Comparison: Whole Life vs UL

• July 23, 2025

  Rethinking IFAs: What Accountants Should Consider After Bill C‑59

• June 16, 2025

  The End of an Era? Why GAAR Now Puts Premium Financing on Shaky Ground

• September 23, 2024

  A Tale of Two Policies – The Impact of Policy Structure on CDA

• August 4, 2024

  Accessing Corporately Held Cash Value in Life Insurance Policies for Personal Loans: A Strategic Financial Tool

• August 4, 2024

  The New GAAR and Its Impact on Insurance Planning: Reassessing the Viability of Financing Premium

• August 2, 2024

  Understanding Cash Surrender Value (CSV) Tax Implications in Canadian Life Insurance Policies

• August 14, 2023

  Manulife: Have we entered another tax dimension?