BMO Nesbitt Burns | Winnipeg, Manitoba

 

Do your finances feel more complicated than you would like?​​

There are many things in life that can make your finances complicated.
  • Owning a business
  • Incorporating as a professional such as a dentist or doctor
  • Receiving equity-based compensation
  • Lifestyle issues such as a divorce or inheritance
 
Our team of wealth managers offer the expertise in tax, estate, insurance, philanthropy, and lending you need to help make the most of your unique situation.

Surcon Mahoney Wealth Management offers private wealth management services in the Winnipeg area, with a focus on retirement planning and dentistry.

 

What we offer

Surcon Mahoney Wealth Management provides industry leading private wealth management and wealth preservation services for high net worth individuals. From our offices in Winnipeg, our team advises clients throughout the Winnipeg area and accross Canada.

In addition to wealth management for growing families and business owners, we specialize in working with clients who are at or near retirement. We also offer comprehensive financial solutions for dentists including tax and succession planning, asset management and more.

Retirement Planning and Wealth Preservation

While many eagerly await the day when working is optional, retirement requires a close look at your portfolio management strategy. Let the wealth advisors of Surcon Mahoney Wealth Management guide you through the volatility of the markets, to the comfortable retirement you’ve worked so hard for.

Learn about our retirement planning strategies.

 

Dental practice financial advisory services

Whether you’re managing an existing dental practice, or a dentistry student looking forward to starting a practice, a solid capital management strategy is essential. Thanks to our unique experience in providing strategic wealth management for dental practitioners, Surcon Mahoney can help you remain as profitable as possible.

Learn more about personal financial guidance for dentists.

Read Our Investment Blog

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Apr 12, 2024

Owning a rental property may not be as "passive" as one may be led to believe....

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Mar 12, 2024

A summary on the Registered Education Savings Plan (RESP)...

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Looking for private wealth managers that understand your unique needs?

Connect with Winnipeg’s top investment advisors today. Contact Us