Recent Posts

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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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....

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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....

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

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

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Top 5 wealth lessons learned in 2025

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...

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How to Invest $500K for Monthly Income in Canada

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

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

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?

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?

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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How to keep your emotions in check in volatile times

In the past year, market volatility has seemed to be the rule rather than the exception. The constant threat of tariffs and geopolitical instability might make you feel like you’re riding solo on an emotional roller coaster, but you’re not alone......

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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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Top 10 Retirement Strategies for Canadian Small Business Owners and Professionals

Essential retirement strategies for Canadian business owners & professionals. IPPs, succession planning, tax optimization & more. Expert guidance included....

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