Recent Posts

How to Invest $500K for Monthly Income in Canada

Surcon Mahoney Wealth Management

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

Surcon Mahoney Wealth Management

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

Surcon Mahoney Wealth Management

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?

Scott Kok

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?

Scott Kok

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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Canada's Housing (un) Affordability

Why home ownership in Canada is becoming more and more unattainable....

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What the next generation needs to know about money

Does being good at math mean you can direct your finances? Rebecca Clark, Director of Wealth Planning for BMO Private Wealth, isn’t so sure having a way with numbers is enough on its own....

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Registered Educations Savings Plan

A summary on the Registered Education Savings Plan (RESP)...

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Setting Yourself Up For Success After Dental School

What to do with your finances after graduating from Dental School...

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The Differences Between Interest, Dividends and Capital Gains

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

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Taking Money Out of an RESP

As the new school year begins, many students are preparing to take the next big step in their educational journey by heading off to university, college, or another continuing education program aligned with their interests and career aspirations....

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6 Tips for Talking to Adult Children About Your Family’s Wealth

All parents, particularly those of affluent families, tend to avoid conversations with their adult kids because they fear confrontation, a loss of privacy or worry about their offspring becoming entitled and losing their motivation, says Forsythe....

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U.S. Estate Tax for Canadians Income Tax Considerations

The estate of a Canadian may be subject to U.S. estate tax if the Canadian owned U.S. “situs” property (U.S. assets) at the time of their death, including investments held in registered accounts – such as Registered Retirement Savings Plans (“RRSPs”)...

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Canadian Snowbirds and U.S. Income Tax

If you plan to spend your winters in the U.S., you should be concerned with more than just ensuring your passport is up-to-date and that your bags are packed. Snowbirds – Canadian residents who spend part of each year in the United States......

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Pros & Cons to Incorporating

Learn about the Pros and Cons of Incorporating...

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