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....

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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....

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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. ...

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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....

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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...

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8 Tips to Bulletproof Your Will

In a perfect world, your final wishes would be carried out just as you wish. In Canada, you generally have testamentary freedom, which means you are allowed to distribute your estate in the manner you choose, as stated by your Will. However, there ar...

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U.S. Estate Tax for Canadians Income Tax Considerations

The estate of a Canadian may be subject to U.S. estate tax if the Canadian owned U.S. “situs” property (U.S. assets) at the time of their death, including investments held in registered accounts – such as Registered Retirement Savings Plans (“RRSPs”)...

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Canadian Snowbirds and U.S. Income Tax

If you plan to spend your winters in the U.S., you should be concerned with more than just ensuring your passport is up-to-date and that your bags are packed. Snowbirds – Canadian residents who spend part of each year in the United States......

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Pros & Cons to Incorporating

Learn about the Pros and Cons of Incorporating...

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Is it Time to Consider a Corporate Executor for Your Will?

Where there’s a will, there’s a way. That can-do attitude can get you far in life, but when it comes to estate planning, having a Will is often only a starting point. Without a trusted and reliable executor to distribute your assets in accordance wit...

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Time In The Market vs. Timing the Market

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

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First Home Savings Accounts (FHSA)

A Summary on the new First Home Savings Accounts (FHSA)...

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Why Trusts Are an Essential Tool for Wealthy Families

One way for high net-worth (HNW) and ultra-high-net-worth (UHNW) families to carve out an equal helping of the estate planning pie – and to reduce tension among family members – is with trusts....

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The Complete Guide to Financial Acronyms and Abbreviations 

Some of the Most Commonly Used Acronyms in Finance...

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6 Common Financial Mistakes Millennials Make

6 Common Financial Mistakes Millennials Make...

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