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....

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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....

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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...

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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...

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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....

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The smart investor’s guide to reducing taxes and growing wealth

A smart tax plan doesn’t just maximize your registered accounts, it structures your finances in a way that optimizes every dollar you earn on the road to retirement – and beyond....

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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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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!...

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How to Withdraw RRSP Without Paying Tax: Unlocking Your Funds Tax-Free

Learn how to withdraw from your RRSP without paying hefty taxes. Discover tax-free strategies like the Home Buyers' Plan, and a First Home Savings Account....

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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....

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An Overview of Tax Policy Proposals for the Upcoming Federal Election

Following the recent announcement of a Federal Election on April 28, the Federal political party leaders have begun to outline their election platforms, including tax policy.  We have briefly summarized the tax policy announcements of the three......

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The smart investor’s guide to reducing taxes and growing wealth

A smart tax plan doesn’t just maximize your registered accounts, it structures your finances in a way that optimizes every dollar you earn on the road to retirement – and beyond......

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2025 Personal Tax Calendar

While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax  deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax......

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Reduce your taxes with a Prescribed Rate Loan

In a low interest rate environment, a popular tax strategy involves the use of a prescribed rate loan to split  income amongst family members. However, as a result of the recent decreases in the prescribed interest  rate, the income-splitting......

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Federal government prorogues Parliament – Tax implications

With the announcement by Justin Trudeau earlier this week to resign as Prime Minister, the Federal government will prorogue Parliament until March 24, 2025....

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