Recent Posts

How to Invest $500K for Monthly Income in Canada

Surcon Mahoney Wealth Management

Learn 8 modern strategies to invest $500K for monthly income in Canada. From REITs paying 6%+ to covered call ETFs yielding 10%, discover tax-efficient ways to generate $2,000-$5,000 monthly from your investments....

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How to Pay Yourself Dividends from Your Corporation in Canada

Surcon Mahoney Wealth Management

Learn how to pay yourself dividends from your corporation in Canada. Step-by-step guide covers tax implications, T5 slips, and salary vs dividend strategies....

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The Truth About Inherited Property and Capital Gains Tax

Surcon Mahoney Wealth Management

What happens to capital gains tax when you inherit property in Canada? Learn the stepped-up basis advantage, estate tax timing, and strategies to save thousands....

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Is a GIC a Good Investment in 2025?

Scott Kok

Are GICs a good investment in 2025? Discover the pros and cons of Guaranteed Investment Certificates in today’s market—rates, risks, tax implications, and smarter alternatives...

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Do You Need a Financial Advisor in Canada?

Scott Kok

Unsure if you need a financial advisor in Canada? Learn the signs that it’s time to get help, what advisors actually do, the costs to expect, and when DIY or robo-advisors may be enough....

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Estate planning for modern families in a post-Brady Bunch era

1969 was an influential year for many reasons – Woodstock, the first man on the moon, John Lennon’s bed-in for peace – but what no one realized at the time was the most important story was the one about a lovely lady and man named Brady....

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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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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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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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