Recent Posts

Starting strong: A financial checklist for new grads

BMO Private Wealth

Graduating from university marks the beginning of a new chapter; one filled with opportunities to pursue your career goals and chase your personal dreams....

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Should Dentists Incorporate? How to Know If the Timing Is Right

Surcon Mahoney Wealth Management

Most Canadian dentists earning over $200K can benefit from incorporation. Learn when the timing makes sense and when it may be too early...

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Financial Planning for Dentists in Canada: A 2026 Guide

Surcon Mahoney Wealth Management

A practical 2026 financial planning guide for Canadian dentists covering debt, incorporation, retirement planning, IPPs, and selling a practice...

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ETFs vs Index Funds vs Mutual Funds in Canada: What’s the Difference?

Surcon Mahoney Wealth Management

ETFs vs index funds vs mutual funds in Canada: how fees, taxes, and structure differ, and which one makes sense for your portfolio. A plain-English guide...

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Passive Index Investing in Canada: Everything You Need to Know

Surcon Mahoney Wealth Management

Passive index investing is simple for a reason: low costs, broad diversification, and fewer bad decisions have historically beaten most attempts to outsmart the market....

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Starting strong: A financial checklist for new grads

Graduating from university marks the beginning of a new chapter; one filled with opportunities to pursue your career goals and chase your personal dreams....

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!...

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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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The Capital Gains deduction and intergenerational farm property rollover

The family farm continues to serve an important role in the Canadian economy and, as such, receives special status under Canada’s tax law......

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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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Consider tax-loss selling in your year-end planning

Before the end of the year, it is a good idea to review your investment portfolio and consider engaging in a tax-loss selling strategy....

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Crypto… What is it?

Wondering what Cryptocurrency is? Learn more....

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4 Things High-net-worth Women Should Look For In An Advisor

Historically, women haven’t been thought of as controlling significant wealth, but that trope is quickly disappearing as trillions of dollars get passed down from one generation to the next....

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Registered Educations Savings Plan

A summary on the Registered Education Savings Plan (RESP)...

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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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