Investing your personal finances can feel overwhelming. To help, we’ve created a series of articles covering key topics to keep in mind, so you can plan successfully for your future.

The benefits of diversification
A diversified portfolio and a long-term strategy can better-shield investors from unpredictable changes in the market.

Five financial learnings from 2020 to take into 2021
Learn from 2020 and come out financially stronger in the New Year.

TFSA & RRSP Contributions: What you need to know
Key information about contribution amounts, deadlines, and ways to contribute.

Here’s what happens if you overcontribute to your RRSP and TFSA
There are limits as to how much you can invest in a registered account, so keep an eye on it to avoid being penalized by the CRA.

Can you claim home office tax deductions during COVID-19?
It may be possible to write off some home office expenses, but you’ll need your employer’s help.

Should I hire a corporate executor to manage my estate?
There are situations where hiring a professional to manage your estate is better than enlisting a loved one.

How to build an emergency fund
Everyone needs one. Here’s how to set money aside.

What a low interest rate environment means for you
The Bank of Canada’s rate is, once again, at historically low levels. Here’s what that may mean for you.

A guide to adding government contributions into your RESP
The Canada Education Savings Grant (CESG) is a helpful option to boost your education savings. Here’s how to collect.

Why entrepreneurs should consider using this lesser-known retirement account
Individual Pension Plans are ideal for business owners who are at least 40 years old and earn more than $100,000 a year.

How to keep investing in retirement
Just because work ends, doesn’t mean you should stop investing.

2020 LIF withdrawals: What you need to know
Minimum and maximum withdrawal percentages for LIF and RLIF accounts by province.

How to use non-registered accounts
There’s more to investing than the RRSP and TFSA.

Five financial learnings from 2020 to take into 2021
Learn from 2020 and come out financially stronger in the New Year.

TFSA & RRSP Contributions: What you need to know
Key information about contribution amounts, deadlines, and ways to contribute.

Can you claim home office tax deductions during COVID-19?
It may be possible to write off some home office expenses, but you’ll need your employer’s help.

Should I hire a corporate executor to manage my estate?
There are situations where hiring a professional to manage your estate is better than enlisting a loved one.

How to build an emergency fund
Everyone needs one. Here’s how to set money aside.

Why entrepreneurs should consider using this lesser-known retirement account
Individual Pension Plans are ideal for business owners who are at least 40 years old and earn more than $100,000 a year.

2020 LIF withdrawals: What you need to know
Minimum and maximum withdrawal percentages for LIF and RLIF accounts by province.

How much life insurance do you need?
Here’s how to calculate how much coverage will protect your family

Make your family’s estate planning conversations go smoothly
Estate discussions are some of the most difficult conversations to have. Here are some ideas on how to have a productive talk with your family.

How to pay less tax when you sell your cottage
You may have to pay capital gains tax on the sale of a second home. Here’s how you can keep more of that money in your pocket.

How beneficiaries really work
It can be a good idea to name a beneficiary on your registered accounts, instead of just in a will.

What to do with your tax refund
Getting money back from your taxes? Plan now for what to do with those funds.

Six ways to prepare for tax time
Although the Canadian government has extended the tax filing deadline for 2020 to June 1st, planning ahead goes for any year too, even when the deadline is usually April 30th.

The benefits of diversification
A diversified portfolio and a long-term strategy can better-shield investors from unpredictable changes in the market.

Here’s what happens if you overcontribute to your RRSP and TFSA
There are limits as to how much you can invest in a registered account, so keep an eye on it to avoid being penalized by the CRA.

What a low interest rate environment means for you
The Bank of Canada’s rate is, once again, at historically low levels. Here’s what that may mean for you.

A guide to adding government contributions into your RESP
The Canada Education Savings Grant (CESG) is a helpful option to boost your education savings. Here’s how to collect.

How to keep investing in retirement
Just because work ends, doesn’t mean you should stop investing.

How to use non-registered accounts
There’s more to investing than the RRSP and TFSA.

How compound investing works
It’s one of the most important financial concepts to understand and leverage to reach your financial goals.

Useful investments for short-term savings
People don’t just have long-term goals. It's important to save properly for your immediate needs, too.

How to set your investment goals
Setting objectives and creating a plan is easier said than done. Here’s how to get started.

When should you hold on to cash in your portfolio?
Generally, keeping money in cash or low-yielding investments can hurt your portfolio. There are some situations, though, where cash comes in handy.

LIRA: The retirement account you’ve (probably) never heard of
Most Canadians aren’t familiar with the locked-in retirement account, but they should be.

4 Myths about RRIFs
Most Canadian savers will need to open a registered retirement income fund by the time they turn 71, yet many aren’t as familiar with the account as they should be.

Beat the deadline: How to get more out of RRSP contributions
Many people put cash into an RRSP right before the deadline, but there may be better ways to invest.

The Mawer tax effective strategy
A tax-effective approach to investing makes sense because it can minimize taxes and provide investors with the ability to compound those savings in future years.

Balanced Fund vs. Tax Effective Balanced Fund
The Mawer Balanced Fund and the Mawer Tax Effective Balanced Fund hold the same allocation of securities. The primary difference lies in the minor variances in tax strategies applied within the Tax Effective Fund.

Evolution of the Mawer Global Balanced Fund
The Mawer Global Balanced Fund leverages our global equity platform for capital allocation, combined with an innovative “stock by stock” approach to risk management in order to improve portfolio resiliency.

Why Mawer Mutual Fund returns may deviate from the market
A common question from investors is, “Why are my fund’s returns different from the market?” There are a few factors that make it misleading to look at the markets and then expect to see a mirrored reflection in your fund.