Surcon Mahoney Wealth Management - Blog

Recent Posts

Starting strong: A financial checklist for new grads

BMO Private Wealth

Graduating from university marks the beginning of a new chapter; one filled with opportunities to pursue your career goals and chase your personal dreams....

Should Dentists Incorporate? How to Know If the Timing Is Right

Surcon Mahoney Wealth Management

Most Canadian dentists earning over $200K can benefit from incorporation. Learn when the timing makes sense and when it may be too early...

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...

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...

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....

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

Aug 03, 2023

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....

U.S. Estate Tax for Canadians Income Tax Considerations

Jul 21, 2023

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”)...

Canadian Snowbirds and U.S. Income Tax

Jul 20, 2023

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......

Pros & Cons to Incorporating

May 15, 2023

Learn about the Pros and Cons of Incorporating...

Time In The Market vs. Timing the Market

Apr 17, 2023

Time In The Market vs. Timing the Market...

First Home Savings Accounts (FHSA)

Apr 14, 2023

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

The Complete Guide to Financial Acronyms and Abbreviations

Mar 24, 2023

Some of the Most Commonly Used Acronyms in Finance...

6 Common Financial Mistakes Millennials Make

Mar 24, 2023

6 Common Financial Mistakes Millennials Make...

Surcon Mahoney Wealth Management