Recent Posts

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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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....

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Why financial planning is self-care

BMO Private Weatlh

When you think of self-care, financial planning may not be the first thing that comes to mind. But it can be a vital part of your overall well-being. Like other self-care rituals, it’s easily neglected. ...

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A Practical Guide to TFSAs in 2026 | Use it the Right Way

Surcon Mahoney Wealth Management

Most Canadians treat their TFSA like a savings account. For business owners and professionals, that's a costly mistake. Here's what it can actually do....

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10 Best Investment Strategies & Tools for Canadians in 2026

Surcon Mahoney Wealth Management

The best investment strategies and tools for Canadians in 2026. TFSAs, asset allocation ETFs, dividend growth, REITs, and more. No jargon, just real tactics...

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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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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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How Much You Need to Retire by City in Canada

Discover how much you need to retire in Canadian cities from Vancouver to Winnipeg to Toronto. Compare costs, inflation impacts & planning strategies...

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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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Tax Implications for Canadians Owning U.S. Property: A Comprehensive Guide

Buying or selling U.S. property as a Canadian? Learn how to reduce taxes, avoid penalties, and navigate IRS and CRA rules with expert strategies...

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10 Financial Planning Tips for Doctors & Physicians in Canada

Struggling with med school debt, taxes, or retirement planning? These 10 financial tips are tailored for Canadian doctors and physicians. Build wealth with confidence....

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