Recent Posts

How to navigate financial decisions when you’re grieving

BMO Private Wealth

The loss of a loved one can feel particularly cruel. While grief clouds the mind, making even simple decisions feel heavier than usual, it often marks the start of complex financial responsibilities that demand mental clarity....

Read more

Empowering the next generation

BMO Private Wealth

For many families, getting kids to pitch in around the house – or convincing grandkids to look up from their phones – can feel like an uphill battle....

Read more

Why financial planning is self-care

BMO Private Weatlh

When you think of self-care, financial planning may not be the first thing that comes to mind. But it can be a vital part of your overall well-being. Like other self-care rituals, it’s easily neglected. ...

Read more

A Practical Guide to TFSAs in 2026 | Use it the Right Way

Surcon Mahoney Wealth Management

Most Canadians treat their TFSA like a savings account. For business owners and professionals, that's a costly mistake. Here's what it can actually do....

Read more

10 Best Investment Strategies & Tools for Canadians in 2026

Surcon Mahoney Wealth Management

The best investment strategies and tools for Canadians in 2026. TFSAs, asset allocation ETFs, dividend growth, REITs, and more. No jargon, just real tactics...

Read more

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....

Read more

The Differences Between Interest, Dividends and Capital Gains

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

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 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....

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

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......

Read more

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......

Read more

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......

Read more

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......

Read more

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....

Read more