Recent Posts

Financial Planning for High-Net-Worth Business Owners in Canada

Surcon Mahoney Wealth Management

Six things that decide how much wealth you keep in Canada: the capital gains exemption, family trusts, estate tax at death, succession, and timing....

Read more

How to Choose a Financial Advisor as a Business Owner in Canada

Surcon Mahoney Wealth Management

How to choose a financial advisor when you own an incorporated business in Canada. Verify credentials, compare fee models, and ask the right questions....

Read more

How to Pay Off Dental School Debt in Canada

Surcon Mahoney Wealth Management

Canadian dental grad debt often comes from student loans and LOCs. Learn which debt to repay first, when to invest, and how loan forgiveness works...

Read more

The Complete Guide to Buying a Dental Practice in Canada (2026)

Surcon Mahoney Wealth Management

This guide to buying a dental practice covers everything from knowing when you’re ready, how to purchase and everything in between...

Read more

Planning for the family vacation property

BMO Private Wealth

Designing a succession plan for the future ownership of your family vacation property can be challenging, especially because these properties often hold tremendous sentimental and monetary value....

Read more

Starting strong: A financial checklist for new grads

Graduating from university marks the beginning of a new chapter; one filled with opportunities to pursue your career goals and chase your personal dreams....

Read more

A Beginners Guide to TFSA's

A TFSA is a great way to save and grow your money tax-free in Canada. Learn what a TFSA is, how it works, and why it's essential for your savings strategy. Start saving smarter today!...

Read more

How to Achieve Early Retirement in Canada: Proven Strategies for Financial Independence

Discover proven strategies for how to achieve early retirement in Canada, from optimizing RRSPs and TFSAs to creating multiple income streams....

Read more

The Capital Gains deduction and intergenerational farm property rollover

The family farm continues to serve an important role in the Canadian economy and, as such, receives special status under Canada’s tax law......

Read more

A Beginner’s Guide to Bitcoin

Learn everything you need to know about Bitcoin with this easy-to-understand beginner's guide. Discover how Bitcoin works, why it’s so important, and how to get started with cryptocurrency today....

Read more

Consider tax-loss selling in your year-end planning

Before the end of the year, it is a good idea to review your investment portfolio and consider engaging in a tax-loss selling strategy....

Read more

Crypto… What is it?

Wondering what Cryptocurrency is? Learn more....

Read more

4 Things High-net-worth Women Should Look For In An Advisor

Historically, women haven’t been thought of as controlling significant wealth, but that trope is quickly disappearing as trillions of dollars get passed down from one generation to the next....

Read more

Registered Educations Savings Plan

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

Read more

8 Tips to Bulletproof Your Will

In a perfect world, your final wishes would be carried out just as you wish. In Canada, you generally have testamentary freedom, which means you are allowed to distribute your estate in the manner you choose, as stated by your Will. However, there ar...

Read more