Recent Posts

Financial Planning for Corporate Executives: A Canadian Guide

Surcon Mahoney Wealth Management

Financial planning for corporate executives in Canada: how to diversify concentrated company stock, manage RSUs and options, and avoid an avoidable tax hit...

Read more

Checklist of financial considerations when starting or growing your family

BMO Private Wealth

Becoming a parent is one of life’s most exciting milestones....

Read more

Are you emotionally ready for retirement?

BMO Private Wealth

Retirement is one of the biggest life transitions any of us will go through, yet we tend to treat it primarily in financial terms. How much money is it going to take to realistically afford to step away from the job?...

Read more

Why protecting your wealth means protecting your inner circle

BMO Private Wealth

Technology, and the evolution of AI, has made it easier for bad actors to identify and exploit their friends, family, coaches, agents, and others around them....

Read more

Financial Planning for High-Net-Worth Business Owners in Canada

Surcon Mahoney Wealth Management

Six things that decide how much wealth you keep in Canada: the capital gains exemption, family trusts, estate tax at death, succession, and timing....

Read more

Checklist of 11 financial considerations before tying the knot

Navigating the complexities of wealth planning can be daunting enough when you’re single. Add someone else’s income to the equation along with their spending habits, money values, and goals, and planning becomes a lot more complicated....

Read more

Empowering the next generation

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....

Read more

Why financial planning is self-care

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. ...

Read more

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

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....

Read more

10 Best Investment Strategies & Tools for Canadians in 2026

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

Read more

How to Pay Yourself From Your Business in Canada (Sole Prop vs Corporation)

Learn how to pay yourself from your business in Canada. Whether you're a sole proprietor taking draws or incorporated and choosing between salary and dividends....

Read more

Don’t Get Caught by the Hook: Ignore Market Noise in 2026

Markets are full of noise, but long‑term success comes from tuning out the headlines and staying focused on fundamentals....

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