Recent Posts

Financial Planning for Dentists in Canada: A 2026 Guide

Surcon Mahoney Wealth Management

A practical 2026 financial planning guide for Canadian dentists covering debt, incorporation, retirement planning, IPPs, and selling a practice...

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ETFs vs Index Funds vs Mutual Funds in Canada: What’s the Difference?

Surcon Mahoney Wealth Management

ETFs vs index funds vs mutual funds in Canada: how fees, taxes, and structure differ, and which one makes sense for your portfolio. A plain-English guide...

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Passive Index Investing in Canada: Everything You Need to Know

Surcon Mahoney Wealth Management

Passive index investing is simple for a reason: low costs, broad diversification, and fewer bad decisions have historically beaten most attempts to outsmart the market....

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The risk of being hands-off with your wealth

BMO Private Wealth

In most partnerships, dividing responsibilities comes naturally, but when it comes to household finances, far too often one partner takes the reins while the other quietly steps back....

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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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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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What is a Private Pension Plan Canada And How does it Work?

Discover how private pension plans in Canada work to boost your retirement income beyond CPP. Learn about plan types, tax benefits, and strategic payout options...

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How to Withdraw from RESP: Quick and Easy Guide for Canadians

Learn how to withdraw RESP seamlessly and avoid tax penalties. Discover smart strategies to maximize your education savings....

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Why Every Canadian Professional Needs a Retirement Consultant

Find the right retirement consultant Canada for your needs. Specialized guidance for dentists, lawyers, executives & entrepreneurs....

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15 Essential Steps in Your Canadian Retirement Checklist (2025 Update)

Wondering if you'll have enough to retire? Our complete retirement checklist covers 15 essential steps for Canadian retirees in 2025...

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Why you need to include your digital assets in your estate plan

Many people think of estate planning in terms of traditional assets like investment portfolios, homes, artwork, vehicles and the family cottage. But as our lives become increasingly digitized, it’s important to include online assets, too....

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