Recent Posts

The Differences Between Interest, Dividends and Capital Gains

Scott Kok

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

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

Surcon Mahoney Wealth Management

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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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 it Time to Consider a Corporate Executor for Your Will?

Where there’s a will, there’s a way. That can-do attitude can get you far in life, but when it comes to estate planning, having a Will is often only a starting point. Without a trusted and reliable executor to distribute your assets in accordance wit...

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First Home Savings Accounts (FHSA)

A Summary on the new First Home Savings Accounts (FHSA)...

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New Tax Reporting Requirements for Trusts

Trusts are powerful instruments in tax and estate planning. Broadly speaking, a trust is a relationship between a settlor and a trustee in which the trustee holds property transferred by the settlor for the benefit of beneficiaries specified by......

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