Surcon Mahoney Wealth Management

Recent Posts

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...

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....

The risk of being hands-off with your wealth

BMO Private Wealth

In most partnerships, dividing responsibilities comes naturally, but when it comes to household finances, far too often one partner takes the reins while the other quietly steps back....

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....

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....

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...