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....

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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...

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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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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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Fight the feelings: How emotions hold us back from making money

There’s not an investor on this planet who hasn’t felt the deep pit of despair when seeing their portfolio drop. That intense feeling of panic has caused countless people to sell out of stocks or do something else they wouldn’t otherwise normally do....

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Retirement Strategies to Stay Focused on the Long Term

No matter how often we’re told to prepare for stock market volatility, we are often greatly unnerved by it and wonder if there is anything that can or should be done in response....

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Strategies for Your Retirement Savings Plan

A TFSA is a multi-purpose, tax-efficient savings account that complements your existing retirement savings plan. Your TFSA contributions grow tax-free and can also be withdrawn on a tax-free basis at any time, and used for any purpose (i.e., a new ca...

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Planning For Certain Risks in Retirement

With the steady improvement in life expectancy, many more people will be around to celebrate their 90th birthdays than in the past – but will they have enough retirement income to last their lifetime? According to Statistics Canada, a 65-year-old man...

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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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8 Tips to Bulletproof Your Will

In a perfect world, your final wishes would be carried out just as you wish. In Canada, you generally have testamentary freedom, which means you are allowed to distribute your estate in the manner you choose, as stated by your Will. However, there ar...

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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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