Investor Education

Key information about contribution amounts, deadlines, and ways to contribute.

It may be possible to write off some home office expenses, but you’ll need your employer’s help.

There are situations where hiring a professional to manage your estate is better than enlisting a loved one.

Everyone needs one. Here’s how to set money aside.

Individual Pension Plans are ideal for business owners who are at least 40 years old and earn more than $100,000 a year.

Minimum and maximum withdrawal percentages for LIF and RLIF accounts by province.

Here’s how to calculate how much coverage will protect your family

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.

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.

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

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

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.

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.

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

The Canada Education Savings Grant (CESG) is a helpful option to boost your education savings. Here’s how to collect.

Just because work ends, doesn’t mean you should stop investing.

There’s more to investing than the RRSP and TFSA.

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

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

Setting objectives and creating a plan is easier said than done. Here’s how to get started.

Generally, keeping money in cash or low-yielding investments can hurt your portfolio. There are some situations, though, where cash comes in handy.

Most Canadians aren’t familiar with the locked-in retirement account, but they should be.

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.

Many people put cash into an RRSP right before the deadline, but there may be better ways to invest.

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.

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.

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.