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 Differences Between Interest, Dividends and Capital Gains

A brief intro to the difference between Interest, Dividends & Capital Gains....

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Proposed capital gains inclusion rate changes – Implementation deferred until 2026

As outlined in our recent publication, Federal Government Prorogues Parliament – Tax Implications, the prorogation of Federal Parliament on January 6, 2025 brought to an end all proceedings before Parliament.  This includes the draft legislative......

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Lifetime Capital Gains Exemption demystified: Strategies for maximizing your gains

It’s no secret that most business owners could spend more time thinking about succession and tax planning, but there’s a $1.25-million reason to think about it – and that figure will continue to rise....

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A Beginner’s Guide to Bitcoin

Learn everything you need to know about Bitcoin with this easy-to-understand beginner's guide. Discover how Bitcoin works, why it’s so important, and how to get started with cryptocurrency today....

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Crypto… What is it?

Wondering what Cryptocurrency is? Learn more....

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Planning For The Family Vacation Property

Many Canadians appreciate the benefits and joys of owning a cottage, cabin or chalet (“vacation property”), and wish to pass the ownership and enjoyment to the next generation....

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Reducing Portfolio Volatility With Private Equity

Air travel is always more enjoyable when there’s no turbulence. You can say the same about investing – it’s a much smoother and comfortable ride when you can minimize volatility by diversifying your portfolio. However, it’s getting harder to avoid th...

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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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Taking Money Out of an RESP

As the new school year begins, many students are preparing to take the next big step in their educational journey by heading off to university, college, or another continuing education program aligned with their interests and career aspirations....

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