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...

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Checklist of financial considerations when starting or growing your family

BMO Private Wealth

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

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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?...

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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....

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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....

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The smart investor’s guide to reducing taxes and growing wealth

A smart tax plan doesn’t just maximize your registered accounts, it structures your finances in a way that optimizes every dollar you earn on the road to retirement – and beyond....

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Tax and Finance Guide for Canadian Freelancers and Consultants

Canadian freelancers pay double CPP and handle their own taxes. Learn what self-employed consultants need to know about deductions, RRSPs, and more...

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Manitoba (MB) Tax Bracket Guide for 2026 | Financial Planning

Projected 2026 Manitoba & federal tax brackets, combined rates, and planning strategies for high earners. Avoid bracket creep and clawbacks....

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Retirement ready – from countdown to drawdown

You’ve likely spent decades saving and planning for retirement, but do you have a plan for how to tap into your hard-earned savings? Potentially not. Too many Canadians overlook this critical step in retirement planning: withdrawing savings......

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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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Early wealth transfer is on the rise

Every generation experiences money-related challenges, but with soaring housing prices, mounting student debt and an unforgiving job market, many young Canadians are feeling the strain. The impacts of these financial headwinds could be spilling into...

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

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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Top 5 wealth lessons learned in 2025

This past year will be remembered as a roller coaster ride. Between increasing tariffs, falling interest rates, fluctuating economic growth, and the familiar estate planning and tax-related issues that always arise, there was plenty to keep us on our...

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How to Invest $500K for Monthly Income in Canada

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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