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.
How to set your investment goals
Setting objectives and creating a plan is easier said than done.Here’s how to get started.
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.
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.
The benefits of diversification
A diversified portfolio and a long-term strategy can better-shield investors from unpredictable changes in the market.
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.
TFSA & RRSP Contributions: What you need to know
Key information about contribution amounts, deadlines, and ways to contribute.
Wealth Planning Facts & Figures 2020
A summary of key tax, retirement, estate, and other financial planning information for 2020.
The New Year’s resolutions every investor should make
Want to get better with your money next year? Here are eight things to consider.
10 things you’re forgetting to claim on your taxes
With so many credits and deductions, it’s easy to overlook a few key things.
Get your estate in order before it’s too late
It’s not easy to think about what might happen to your money after you’re gone, but you do need to create an estate plan sooner than later.
Why trusts are for everyone
Trusts give people more control over their assets among many other uses.
How to set your investment goals
Setting objectives and creating a plan is easier said than done.Here’s how to get started.
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.
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.
TFSA & RRSP Contributions: What you need to know
Key information about contribution amounts, deadlines, and ways to contribute.
Wealth Planning Facts & Figures 2020
A summary of key tax, retirement, estate, and other financial planning information for 2020.
The New Year’s resolutions every investor should make
Want to get better with your money next year? Here are eight things to consider.
10 things you’re forgetting to claim on your taxes
With so many credits and deductions, it’s easy to overlook a few key things.
Get your estate in order before it’s too late
It’s not easy to think about what might happen to your money after you’re gone, but you do need to create an estate plan sooner than later.
Why trusts are for everyone
Trusts give people more control over their assets among many other uses.
Why you should stay invested, even during volatile markets
It’s only natural to get queasy when markets fall.Whatever you do, don’t bail out of the market.
The benefits of diversification
A diversified portfolio and a long-term strategy can better-shield investors from unpredictable changes in the market.
Emotion can be the enemy of investing
That hot stock is catching your eye, but a slow and steady investing strategy may ultimately win the race.
Diversification: why your portfolio needs it
There’s an old saying that goes, “Don’t put all of your eggs in one basket.
Tolerating risk
Can you have your cake and eat it, too?.
Asset mix matters
“An investor needs to do very few things right as long as he or she avoids big mistakes.” —Warren Buffet.
Millennials: stop making this investing mistake
The investors who produce the flashiest of returns usually do so in the unflashiest of ways.
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.
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.
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.
