Financial Planning

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.

Read more

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. Here’s why.

Read more

Why trusts are for everyone

Trusts give people more control over their assets among many other uses.

Read more

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. Here’s why.

Read more

Family RESPs: Education savings for multiple kids

Using a registered education savings plan (RESP) is a great way to save for a child’s university. But what if you have more than one kid? Consider the family RESP.

Read more

Dos and Don'ts: How to get the most out of your RESP

Want to use an RESP, but aren't sure where to start? Here are a few things to know about this education savings account.

Read more

Is investment television news negatively impacting your portfolio?

While the always-on business stations are fun to watch, their main objective is to gain viewers and increase profits. So, be careful about following what the financial gurus say.

Read more

RRSPs versus mortgages: What should you pay down first?

It’s an age-old question—slash your house payments or save more money? Here’s how to decide.

Read more

6 things you need to know about being an executor of your parent’s estate

While anyone can be designated as an executor, the responsibility usually falls to the adult children of a parent who has passed away. Here’s the scoop on what the job entails and how to do it well.

Read more

When should I start collecting CPP and OAS?

While most people start collecting CPP and OAS payments at age 65, Canadians are able to receive payments as early as age 60 or as late as age 70. Here’s what you need to know about when to start collecting.

Read more

Wealth Planning Facts & Figures 2019

A summary of key tax, retirement, estate, and other financial planning information for 2019.

Download (PDF - 128 KB)

5 ways to trim your tax bill in retirement

You want to enjoy your retirement, not stress over hefty tax bills. Here’s how to help make sure income tax doesn’t impede your late-in-life plans.

Read more

How to donate securities to charity

Many people prefer to give securities over cash to their favourite foundations and non-profits. Here’s how it works.

Read more

How to buy property in the United States

If you want to invest in a stateside property to escape Canadian winters, here’s what you need to know.

Read more

Why you need a charitable giving plan (and how to create one)

Most of us give to charity by cheques, but that may not make for good long-term giving. A giving plan can help.

Read more

The real cost of elder care

Many Canadians will, at some point, have to take care of an aging parent. Here’s what you might have to spend.

Read more

7 things you need to know about RRSPs

People know they need to put money in their RRSPs, but how much do they really know about them?

Read more

Are you saving enough for retirement?

One of the most difficult parts of financial planning is knowing just what you’ll need in your golden years. Fortunately, there are some ways to determine if you’re on the right track.

Read more

How much will you really need to retire?

Arriving at that ideal number for your retirement is more than just deciding on a large number with many zeros. It takes an understanding of factors that can affect the spending power of your retirement income.

Read more

Ten retirement questions

Start building your retirement plan by answering these 10 questions.

Read more

Income vs. growth: investing in retirement

You may be doing your portfolio no favours by being overly conservative.

Read more

Three ways to help minimize your tax bill

Death and taxes—two things that can’t be avoided. But by understanding the three key concepts below, investors may be able to reduce that tax bill.

Read more

Selecting a beneficiary

A little knowledge about the process and the rules surrounding beneficiaries can help you make your decision.

Read more

Home Buyer’s and Lifelong Learning Plans

How your RRSP can help you buy a home or get an education.

Read more

General Investing

The benefits of diversification

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

Read more

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.

Read more

Diversification: why your portfolio needs it

There’s an old saying that goes, “Don’t put all of your eggs in one basket.”

“When it comes to investing, those are wise words to live by,” says Paul Moroz, a director and the deputy chief investment officer at Mawer Investment Management Ltd. “Diversification in a portfolio can protect an investor from market fluctuations and mitigate volatility.”

Read more

Tolerating risk

Can you have your cake and eat it, too?

Read more

Asset mix matters

“An investor needs to do very few things right as long as he or she avoids big mistakes.”
—Warren Buffet

Read more

Millennials: stop making this investing mistake

The investors who produce the flashiest of returns usually do so in the unflashiest of ways.

Read more

Fund Related

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.

Read more

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. And while the Fund was launched in 2013, it really was almost 40 years in the making...

Read more

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. At Mawer we use multiple strategies to manage taxable mandates in order to maximize after-tax returns.

Read more

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.

Read more

All Articles

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.

Read more

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. Here’s why.

Read more

Why trusts are for everyone

Trusts give people more control over their assets among many other uses.

Read more

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. Here’s why.

Read more

Family RESPs: Education savings for multiple kids

Using a registered education savings plan (RESP) is a great way to save for a child’s university. But what if you have more than one kid? Consider the family RESP.

Read more

Dos and Don'ts: How to get the most out of your RESP

Want to use an RESP, but aren't sure where to start? Here are a few things to know about this education savings account.

Read more

Is investment television news negatively impacting your portfolio?

While the always-on business stations are fun to watch, their main objective is to gain viewers and increase profits. So, be careful about following what the financial gurus say.

Read more

RRSPs versus mortgages: What should you pay down first?

It’s an age-old question—slash your house payments or save more money? Here’s how to decide.

Read more

6 things you need to know about being an executor of your parent’s estate

While anyone can be designated as an executor, the responsibility usually falls to the adult children of a parent who has passed away. Here’s the scoop on what the job entails and how to do it well.

Read more

When should I start collecting CPP and OAS?

While most people start collecting CPP and OAS payments at age 65, Canadians are able to receive payments as early as age 60 or as late as age 70. Here’s what you need to know about when to start collecting.

Read more

Wealth Planning Facts & Figures 2019

A summary of key tax, retirement, estate, and other financial planning information for 2019.

Download (PDF - 128 KB)

How to donate securities to charity

Many people prefer to give securities over cash to their favourite foundations and non-profits. Here’s how it works.

Read more

5 ways to trim your tax bill in retirement

You want to enjoy your retirement, not stress over hefty tax bills. Here’s how to help make sure income tax doesn’t impede your late-in-life plans.

Read more

How to buy property in the United States

If you want to invest in a stateside property to escape Canadian winters, here’s what you need to know.

Read more

Why you need a charitable giving plan (and how to create one)

Most of us give to charity by cheques, but that may not make for good long-term giving. A giving plan can help.

Read more

The real cost of elder care

Many Canadians will, at some point, have to take care of an aging parent. Here’s what you might have to spend.

Read more

7 things you need to know about RRSPs

People know they need to put money in their RRSPs, but how much do they really know about them?

Read more

Are you saving enough for retirement?

One of the most difficult parts of financial planning is knowing just what you’ll need in your golden years. Fortunately, there are some ways to determine if you’re on the right track.

Read more

The benefits of diversification

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

Read more

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.

Read more

How much will you really need to retire?

Arriving at that ideal number for your retirement is more than just deciding on a large number with many zeros. It takes an understanding of factors that can affect the spending power of your retirement income.

Read more

Diversification: why your portfolio needs it

There’s an old saying that goes, “Don’t put all of your eggs in one basket.”

“When it comes to investing, those are wise words to live by,” says Paul Moroz, a director and the deputy chief investment officer at Mawer Investment Management Ltd. “Diversification in a portfolio can protect an investor from market fluctuations and mitigate volatility.”

Read more

Tolerating risk

Can you have your cake and eat it, too?

Read more

Ten retirement questions

Start building your retirement plan by answering these 10 questions.

Read more

Income vs. growth: investing in retirement

You may be doing your portfolio no favours by being overly conservative.

Read more

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.

Read more

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. And while the Fund was launched in 2013, it really was almost 40 years in the making...

Read more

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. At Mawer we use multiple strategies to manage taxable mandates in order to maximize after-tax returns.

Read more

Three ways to help minimize your tax bill

Death and taxes—two things that can’t be avoided. But by understanding the three key concepts below, investors may be able to reduce that tax bill.

Read more

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.

Read more

Selecting a beneficiary

A little knowledge about the process and the rules surrounding beneficiaries can help you make your decision.

Read more

Home Buyer’s and Lifelong Learning Plans

How your RRSP can help you buy a home or get an education.

Read more

Asset mix matters

“An investor needs to do very few things right as long as he or she avoids big mistakes.”
—Warren Buffet

Read more

Millennials: stop making this investing mistake

The investors who produce the flashiest of returns usually do so in the unflashiest of ways.

Read more

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