Mawer DirectInvesting Logo finalMawer Direct Investing Ltd. (MDIL) is a subsidiary of Mawer Investment Management Ltd. When you invest with MDIL, 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:


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


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.

MDIL 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. MDIL charges no additional fees for advice or transactions. Online account access to account information is provided in addition to monthly/quarterly reporting which includes transaction and valuation reports.


Open or Access an MDIL 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.


MDIL Advisors

  • Lau Stephanie
    Stephanie Lau
    B.Sc., B.Mgt., CIM
    Investment Advisor
    Read Bio

    Stephanie Lau, B.Sc., B.Mgt., CIM

    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 also a Chartered Investment Manager.

  • Coelho Renato4
    Renato Coelho
    BA, MBA, CIM
    Investment Advisor
    Read Bio

    Renato Coelho, BA, MBA, CIM

    Investment Advisor

    Renato Coelho is an Investment Advisor at Mawer Direct Investing Ltd., which he joined in 2017. Prior to joining Mawer, he worked as a Wealth Management Advisor at Rothenberg Capital Management.

    Mr. Coelho earned his Bachelor of Arts in Communications from Universidade Estadual Paulista in Brazil (2002) and an MBA from Vancouver Island University in Nanaimo, BC (2011). He is also a Chartered Investment Manager and speaks both Portuguese and Spanish.

  • Nel Anton
    Investment Advisor
    Read Bio

    Anton Nel, CFP

    Investment Advisor

    Anton Nel is an Investment Advisor at Mawer Direct Investing Ltd., which he joined in 2017. Prior to joining Mawer, he worked as a Goal Planning Advisor at ATB Securities.

    Mr. Nel earned his Bachelor of Commerce degree from the University of Alberta with a major in Finance and a minor in Accounting. He has completed the Canadian Securities Course, Wealth Management Essentials & Financial Planning Supplement Course, and the Capstone Course. Mr. Nel has completed his Certified Financial Planner Certification and is currently a Level 3 CFA candidate. 

  • Ta Raymond
    Investment Advisor
    Read Bio

    Raymond Ta

    Investment Advisor

    Raymond Ta is an Investment Advisor at Mawer Direct Investing Ltd., which he joined in 2017. Prior to joining Mawer, he worked as a Financial Advisor with CIBC Imperial Service providing financial advice on debt/cash management and investment & retiring planning for high net worth clients.

    Mr. Ta completed a two year Bachelor of Commerce diploma from Red Deer College and is currently completing his Bachelor of Commerce degree from the Haskayne School of Business from the University of Calgary. He has completed the Canadian Securities Course, Conduct and Practices Handbook, Wealth Management Essentials Course, and is currently pursuing a CIM designation. 

 


Disclosures

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

Customers’ accounts are protected by the Canadian Investor Protection Fund within
specified limits. A brochure describing the nature and limits of coverage is available
upon request or at www.cipf.ca.

RegulatedByIIROC ENG 2col CMYKCIPF


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