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.
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.
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.
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.
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.
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.
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.
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.
