Recent Posts

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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Empowering the next generation

BMO Private Wealth

For many families, getting kids to pitch in around the house – or convincing grandkids to look up from their phones – can feel like an uphill battle....

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Why financial planning is self-care

BMO Private Weatlh

When you think of self-care, financial planning may not be the first thing that comes to mind. But it can be a vital part of your overall well-being. Like other self-care rituals, it’s easily neglected. ...

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A Practical Guide to TFSAs in 2026 | Use it the Right Way

Surcon Mahoney Wealth Management

Most Canadians treat their TFSA like a savings account. For business owners and professionals, that's a costly mistake. Here's what it can actually do....

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10 Best Investment Strategies & Tools for Canadians in 2026

Surcon Mahoney Wealth Management

The best investment strategies and tools for Canadians in 2026. TFSAs, asset allocation ETFs, dividend growth, REITs, and more. No jargon, just real tactics...

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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 trustee1 in which the trustee holds property transferred by the settlor for the benefit of beneficiaries, specified by the...

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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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2024 Personal Tax Calendar

While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and cre...

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Completing Your 2023 Income Tax Return Checklist

As the tax filing deadline approaches, below are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings. It’s important that you have all required tax documents before you prepare...

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10 ways to divorce-proof your assets and protect your wealth

No one gets married with the expectation of one day filing for divorce, but it happens to somewhere between 38% and 48% of Canadian marriages....

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Succession strategies for Canadian farmers

Farming in Canada is one of the oldest industries and still continues to play an integral economic role, domestically and beyond....

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The art of investing in art

Money doesn’t grow on trees, but you can hang it on your wall. Art has turned heads for centuries, but with valuations surging in recent years, some investors now admire their paintings as much for their ability to boost portfolio returns as they do...

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The art of transformational giving

Today’s economic climate is putting pressure on all of us in different ways. More and more people are turning to community organizations for support....

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2023 Year-End Tax Planning Tips

Since many tax strategies require foresight to be effective, tax planning should be a year-round activity. However, as year-end approaches there are still opportunities to consider to reduce your 2023 tax bill. The following information relates to ye...

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