Recent Posts

Retirement ready – from countdown to drawdown

BMO Private Wealth

You’ve likely spent decades saving and planning for retirement, but do you have a plan for how to tap into your hard-earned savings? Potentially not. Too many Canadians overlook this critical step in retirement planning: withdrawing savings......

Read more

The Differences Between Interest, Dividends and Capital Gains

Scott Kok

A brief intro to the difference between Interest, Dividends & Capital Gains....

Read more

Early wealth transfer is on the rise

BMO Private Wealth

Every generation experiences money-related challenges, but with soaring housing prices, mounting student debt and an unforgiving job market, many young Canadians are feeling the strain. The impacts of these financial headwinds could be spilling into...

Read more

How to Be 100% Retirement Ready When the Time Comes in Canada

Surcon Mahoney Wealth Management

Retirement ready means more than hitting a savings number. Learn what Canadians actually need across finances, lifestyle, and mindset to retire with confidence...

Read more

Top 5 wealth lessons learned in 2025

BMO Private Wealth

This past year will be remembered as a roller coaster ride. Between increasing tariffs, falling interest rates, fluctuating economic growth, and the familiar estate planning and tax-related issues that always arise, there was plenty to keep us on our...

Read more

The Differences Between Interest, Dividends and Capital Gains

A brief intro to the difference between Interest, Dividends & Capital Gains....

Read more

Proposed capital gains inclusion rate changes – Implementation deferred until 2026

As outlined in our recent publication, Federal Government Prorogues Parliament – Tax Implications, the prorogation of Federal Parliament on January 6, 2025 brought to an end all proceedings before Parliament.  This includes the draft legislative......

Read more

Lifetime Capital Gains Exemption demystified: Strategies for maximizing your gains

It’s no secret that most business owners could spend more time thinking about succession and tax planning, but there’s a $1.25-million reason to think about it – and that figure will continue to rise....

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

Crypto… What is it?

Wondering what Cryptocurrency is? Learn more....

Read more

Planning For The Family Vacation Property

Many Canadians appreciate the benefits and joys of owning a cottage, cabin or chalet (“vacation property”), and wish to pass the ownership and enjoyment to the next generation....

Read more

Reducing Portfolio Volatility With Private Equity

Air travel is always more enjoyable when there’s no turbulence. You can say the same about investing – it’s a much smoother and comfortable ride when you can minimize volatility by diversifying your portfolio. However, it’s getting harder to avoid th...

Read more

Setting Yourself Up For Success After Dental School

What to do with your finances after graduating from Dental School...

Read more

Taking Money Out of an RESP

As the new school year begins, many students are preparing to take the next big step in their educational journey by heading off to university, college, or another continuing education program aligned with their interests and career aspirations....

Read more

Time In The Market vs. Timing the Market

Time In The Market vs. Timing the Market...

Read more