Individual Investors

We offer several ways to invest with Mawer based on your level of investment and the advice and service you desire.

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Online Discount Brokerages
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Investment Dealers

Investment Counselling

Investment Counselling is available to individuals, holding corporations, foundations, trusts and estates, with a minimum $1 million investment.

As an Investment Counselling client, we work with you to understand your financial goals, investing objectives and attitude toward risk. We then construct a suitable investment portfolio using our funds to meet your needs. Investment Counselling is a discretionary service—your dedicated investment counsellor manages your portfolio. This provides peace of mind by freeing you from the ongoing decision-making surrounding your investments.

Learn more about Investment Counselling >

Online Discount Brokerages

For self-directed investors, Mawer Mutual Funds are available for purchase through all major online discount brokerages. A minimum initial purchase of $500 per fund, per account is required. Once the initial minimum is met, there is a subsequent purchase minimum of $50 per fund, per account.

To explore diversified portfolios of Mawer Mutual Funds designed to meet a wide variety of investment needs, please review our Portfolio Builder online tool.

To invest in Mawer Mutual Funds through an online discount broker, please contact your preferred online discount brokerage. Major online discount brokerages offering Mawer funds are listed below*

*Mawer Investment Management Ltd. has provided this list for informational purposes and should not be construed as advice, endorsement or as a referral. Mawer Investment Management Ltd. is not affiliated with the online discount brokerages listed. This list is subject to change at any time and Mawer Investment Management Ltd. is not responsible for its accuracy. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Investment Dealers

Mawer Mutual Funds are also widely available for purchase through many investment dealers.  A minimum initial purchase of $500 per fund, per account, is required. Once the initial minimum is met, there is a subsequent purchase minimum of $50 per fund, per account.

To invest in Mawer Mutual Funds through an investment dealer, please contact the dealer directly.

Investment Counselling

Investment Counselling is available to individuals, holding corporations, foundations, trusts and estates, with a minimum $1 million investment.

As an Investment Counselling client, we work with you to understand your financial goals, investing objectives and attitude toward risk. We then construct a suitable investment portfolio using our funds to meet your needs. Investment Counselling is a discretionary service—your dedicated investment counsellor manages your portfolio. This provides peace of mind by freeing you from the ongoing decision-making surrounding your investments.

Learn more about Investment Counselling >

Online Discount Brokerages

For self-directed investors, Mawer Mutual Funds are available for purchase through all major online discount brokerages. A minimum initial purchase of $500 per fund, per account is required. Once the initial minimum is met, there is a subsequent purchase minimum of $50 per fund, per account.

To explore diversified portfolios of Mawer Mutual Funds designed to meet a wide variety of investment needs, please review our Portfolio Builder online tool.

To invest in Mawer Mutual Funds through an online discount broker, please contact your preferred online discount brokerage. Major online discount brokerages offering Mawer funds are listed below*

*Mawer Investment Management Ltd. has provided this list for informational purposes and should not be construed as advice, endorsement or as a referral. Mawer Investment Management Ltd. is not affiliated with the online discount brokerages listed. This list is subject to change at any time and Mawer Investment Management Ltd. is not responsible for its accuracy. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Investment Dealers

Mawer Mutual Funds are also widely available for purchase through many investment dealers.  A minimum initial purchase of $500 per fund, per account, is required. Once the initial minimum is met, there is a subsequent purchase minimum of $50 per fund, per account.

To invest in Mawer Mutual Funds through an investment dealer, please contact the dealer directly.

Questions?
We’re here to help.

Phone: +1 (403) 262-4673
Toll-Free: +1 (800) 889-6248
Email: info@mawer.com

For general mutual fund inquiries:

Toll-Free: +1 (844) 395-0747
Email: investing@mawer.com

Schedule a Call