Mawer DirectInvesting Logo finalMawer Direct Investing Ltd. (MDI) is a subsidiary of Mawer Investment Management Ltd. When you invest with MDI, a team of experienced Investment Advisors is available to assist you with your personal investment profile and provide recommendations on the best use of the Mawer Mutual Funds to meet your investment goals. This non-discretionary investment management service means that you maintain control over all your investment decisions and changes to your portfolio are made only with your authorization.

Account Login
Log in to your Mawer Direct Investing Ltd. account here:


Investing Guidelines

Investment through Mawer Direct Investing Ltd. is available to residents of Alberta, British Columbia, Saskatchewan, Manitoba and Ontario.

A minimum of $50,000 per account is required.

MDI exclusively offers Mawer Mutual Funds for purchase. Mawer Mutual Funds are no-load, meaning that there are no fees to purchase, switch or redeem the funds. Clients pay only the Management Expense Ratio (MER) of the mutual funds owned. MDI charges no additional fees for advice or transaction. Online account access to account information is provided in addition to monthly/quarterly reporting which includes transaction and valuation reports.


Open or Access an MDI Account

If you are interested in opening an account with Mawer Direct Investing Ltd.,  or would like more information, please contact us at:

Mawer Direct Investing Ltd.
Phone: +1 403 267 1951
Toll-Free: +1 888 549 6248
Email: info@mawerdirect.com

Notice: The Mawer New Canada Fund is capped to new and existing mutual fund investors. Additional units of this fund are not available for purchase.


MDI Advisors

  • Fraser David
    Investment Advisor
    Read Bio

    David Fraser, BBS

    Investment Advisor

    David Fraser is an Investment Advisor at Mawer Direct Investing Ltd., which he joined in 2014. Prior to joining the Direct Investing team, he worked as a Private Client Service Associate at the Fiduciary Trust Company of Canada. He began his career at Barclays Bank PLC in the United Kingdom.

    Mr. Fraser earned his Bachelor of Business Studies with a major in Economics and Finance from Massey University in New Zealand. He has completed the Canadian Securities Course, the Conduct and Practices Handbook and Wealth Management Essentials Course. Mr. Fraser has also passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience.

  • Lau Stephanie
    Stephanie Lau
    B.Sc., B.Mgt.
    Investment Advisor
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    Stephanie Lau, B.Sc., B.Mgt.

    Investment Advisor

    Stephanie Lau is an Investment Advisor at Mawer Direct Investing Ltd. which she joined in 2013. Prior to joining Mawer as a Mutual Fund Associate, she worked as a registered representative at Canaccord Genuity and Macquarie Group.

    Ms. Lau earned her Bachelor of Science with a double major in Biology and Psychology from the University of Alberta and her Bachelor of Management in Finance from the University of Lethbridge. She has completed the Canadian Securities Course and the Conduct and Practices Handbook in 2011. Ms. Lau is a CFA level II candidate.

  • Mahabir Gavin
    Investment Advisor
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    Gavin Mahabir, BBA

    Investment Advisor

    Gavin Mahabir is an Investment Advisor at Mawer Direct Investing Ltd. which he joined in 2014. Prior to joining Mawer Investment Management Ltd., he worked as a Customer Services Representative and Financial Services Manager at the Bank of Montreal.

    Mr. Mahabir earned his Bachelor of Business Administration degree with a major in General Management and a double minor in Finance and Economics and Financial Services from Mount Royal University. He completed the Canadian Securities Course in 2012 and the Conduct and Practices Handbook in 2015. He is currently a CFA Level I candidate.

  • De Siqueira Leo
    Investment Advisor
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    Leo De Siqueira, BA

    Investment Advisor

    Leo De Siqueira is an Investment Advisor at Mawer Direct Investing Ltd.  which he joined in 2015. Prior to joining Mawer, he worked as a Managing Partner at Eos Oilfield Services. Previously, he was an Investment Advisor at Manulife Securities and a Financial Consultant at Investors Group.

    Mr. De Siqueira completed the college certificate program in theology and Hebrew literature from Tyndale University College and Seminary. He has completed the Canadian Securities Course, Conduct and Practices Handbook and Wealth Management Essentials Course. Leo is currently pursuing the CFP and CIM designations.


Disclosures

Mawer Direct Investing ("MDI") is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund ("CIPF"). MDI is a subsidiary of Mawer Investment Management Ltd.

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Questions? We're Here to Help.

Mawer Direct Investing Ltd.
Phone: +1 403 267 1951
Toll-Free: +1 888 549 6248
Email: info@mawerdirect.com