Recent Posts

How to Invest $500K for Monthly Income in Canada

Surcon Mahoney Wealth Management

Learn 8 modern strategies to invest $500K for monthly income in Canada. From REITs paying 6%+ to covered call ETFs yielding 10%, discover tax-efficient ways to generate $2,000-$5,000 monthly from your investments....

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How to Pay Yourself Dividends from Your Corporation in Canada

Surcon Mahoney Wealth Management

Learn how to pay yourself dividends from your corporation in Canada. Step-by-step guide covers tax implications, T5 slips, and salary vs dividend strategies....

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The Truth About Inherited Property and Capital Gains Tax

Surcon Mahoney Wealth Management

What happens to capital gains tax when you inherit property in Canada? Learn the stepped-up basis advantage, estate tax timing, and strategies to save thousands....

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Is a GIC a Good Investment in 2025?

Scott Kok

Are GICs a good investment in 2025? Discover the pros and cons of Guaranteed Investment Certificates in today’s market—rates, risks, tax implications, and smarter alternatives...

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Do You Need a Financial Advisor in Canada?

Scott Kok

Unsure if you need a financial advisor in Canada? Learn the signs that it’s time to get help, what advisors actually do, the costs to expect, and when DIY or robo-advisors may be enough....

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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......

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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....

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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....

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Crypto… What is it?

Wondering what Cryptocurrency is? Learn more....

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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....

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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...

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Setting Yourself Up For Success After Dental School

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

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The Differences Between Interest, Dividends and Capital Gains

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

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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....

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Time In The Market vs. Timing the Market

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

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