Recent Posts

Financial Planning for Corporate Executives: A Canadian Guide

Surcon Mahoney Wealth Management

Financial planning for corporate executives in Canada: how to diversify concentrated company stock, manage RSUs and options, and avoid an avoidable tax hit...

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Checklist of financial considerations when starting or growing your family

BMO Private Wealth

Becoming a parent is one of life’s most exciting milestones....

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Are you emotionally ready for retirement?

BMO Private Wealth

Retirement is one of the biggest life transitions any of us will go through, yet we tend to treat it primarily in financial terms. How much money is it going to take to realistically afford to step away from the job?...

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Why protecting your wealth means protecting your inner circle

BMO Private Wealth

Technology, and the evolution of AI, has made it easier for bad actors to identify and exploit their friends, family, coaches, agents, and others around them....

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Financial Planning for High-Net-Worth Business Owners in Canada

Surcon Mahoney Wealth Management

Six things that decide how much wealth you keep in Canada: the capital gains exemption, family trusts, estate tax at death, succession, and timing....

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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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Funding Your Child’s Future – Beyond the RESP

For many families, few investments feel as meaningful as investing in their child’s education. While that may mean aiming for an Ivy League degree, the race for academic advantage often starts much earlier, with private or boarding school enrolment....

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The Emotional Currency of Wealth Transfer: Navigating Complex Conversations

Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidance. As a result, family conversations about money and wealth transfer often remain superficial......

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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....

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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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3 reasons why HNW women may not be ready for retirement

For some, the ideal retirement involves annual scuba diving trips to Belize and golfing at the best courses around the world. For others, it’s staying close to home to spend more time with family or taking joy in sharing their wealth......

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Proposed capital gains inclusion rate changes – Implementation deferred until 2026

As outlined in our recent publication, Federal Government Prorogues Parliament – Tax Implications, the prorogation of Federal Parliament on January 6, 2025 brought to an end all proceedings before Parliament.  This includes the draft legislative......

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How to plan for your health

Imagine setting out on your dream retirement, and then a few short years into this new chapter, something happens that derails it all....

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How to use life insurance to keep your business growing

Entrepreneurship is supposed to be a thrilling experience filled with hope, opportunity and, of course, hard, painstaking work. The last thing anyone wants to think about is what might happen to a budding business if a founder or critical employee......

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