Monday Morning Mixup No. 2 In our Second Monday Morning Mixup we cover a recap from our 3rd Annual Practitioner’s Cup, the importance of videos, and explain what the PFA exams are. The Practitioner’s Cup was a great time! We spent the day catching up with our clients, competing in our most epic Lawn Bowling…

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Demystifying the Immediate Financing Arrangement We had the pleasure of presenting in front of our friends and colleagues on our experiences working on Demystifying the Immediate Financing Arrangement (IFA)! The event took place at the Shangri-La hotel in Vancouver, and was hosted by our friends at Sun Life Financial! Demystifying the Immediate Financing Arrangement is…

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