Surcon Mahoney Wealth Management | Protecting Your Lifestyle

 

Insurance considerations for Individuals

Unforeseen events such as illness, disability, or death can occur unexpectedly with devastating impact. Learn about several types of insurance coverage to protect your family, and your wealth.

Insurance considerations for business owners and incorporated professionals

Learn about insurance strategies that can be implemented into your financial plan to supplement retirement savings, protect your business, and maximize the value of your estate.

A guide to granting Powers of Attorney

While a Will ensures your assets are dealt with at death, only Power of Attorney ensures your property, and financial affairs will be properly managed during your lifetime. Learn more.

Pros and cons: joint ownership of property

From probate tax to property management, brush up on the benefits and pitfalls that can arise through the joint ownership of property.

 

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