Recent Posts

How to Choose a Financial Advisor as a Business Owner in Canada

Surcon Mahoney Wealth Management

How to choose a financial advisor when you own an incorporated business in Canada. Verify credentials, compare fee models, and ask the right questions....

Read more

How to Pay Off Dental School Debt in Canada

Surcon Mahoney Wealth Management

Canadian dental grad debt often comes from student loans and LOCs. Learn which debt to repay first, when to invest, and how loan forgiveness works...

Read more

The Complete Guide to Buying a Dental Practice in Canada (2026)

Surcon Mahoney Wealth Management

This guide to buying a dental practice covers everything from knowing when you’re ready, how to purchase and everything in between...

Read more

Planning for the family vacation property

BMO Private Wealth

Designing a succession plan for the future ownership of your family vacation property can be challenging, especially because these properties often hold tremendous sentimental and monetary value....

Read more

Named an executor? Here’s what to consider before you say “yes”

BMO Private Wealth

When someone you love names you as the executor of their estate, it can feel like an act of trust....

Read more

Stop Planning, Start Doing: Make Your Year of Retirement Action

Many people delay retirement planning because it feels overwhelming or far away this article explains why starting now matters....

Read more

Smart strategies for supporting a child with special needs

What happens when someone you love requires constant, lifelong support, long after you’re able to provide it?...

Read more

The smart investor’s guide to reducing taxes and growing wealth

A smart tax plan doesn’t just maximize your registered accounts, it structures your finances in a way that optimizes every dollar you earn on the road to retirement – and beyond....

Read more

Tax and Finance Guide for Canadian Freelancers and Consultants

Canadian freelancers pay double CPP and handle their own taxes. Learn what self-employed consultants need to know about deductions, RRSPs, and more...

Read more

Manitoba (MB) Tax Bracket Guide for 2026 | Financial Planning

Projected 2026 Manitoba & federal tax brackets, combined rates, and planning strategies for high earners. Avoid bracket creep and clawbacks....

Read more

Retirement ready – from countdown to drawdown

You’ve likely spent decades saving and planning for retirement, but do you have a plan for how to tap into your hard-earned savings? Potentially not. Too many Canadians overlook this critical step in retirement planning: withdrawing savings......

Read more

The Differences Between Interest, Dividends and Capital Gains

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

Read more

Early wealth transfer is on the rise

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...

Read more

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...

Read more

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...

Read more