Surcon Mahoney Wealth Management

Recent Posts

The Differences Between Interest, Dividends and Capital Gains

Scott Kok

A brief intro to the difference between Interest, Dividends & Capital Gains....

Early wealth transfer is on the rise

BMO Private Wealth

Every generation experiences money-related challenges, but with soaring housing prices, mounting student debt and an unforgiving job market, many young Canadians are feeling the strain. The impacts of these financial headwinds could be spilling into...

How to Be 100% Retirement Ready When the Time Comes in Canada

Surcon Mahoney Wealth Management

Retirement ready means more than hitting a savings number. Learn what Canadians actually need across finances, lifestyle, and mindset to retire with confidence...

Top 5 wealth lessons learned in 2025

BMO Private Wealth

This past year will be remembered as a roller coaster ride. Between increasing tariffs, falling interest rates, fluctuating economic growth, and the familiar estate planning and tax-related issues that always arise, there was plenty to keep us on our...

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....

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

May 09, 2023

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...