Investor Education

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

That hot stock is catching your eye, but a slow and steady investing strategy may ultimately win the race.

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.”

Can you have your cake and eat it, too?

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

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

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

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.

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.

With so many credits and deductions, it’s easy to overlook a few key things.

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.

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

It’s only natural to get queasy when markets fall. Whatever you do, don’t bail out of the market. Here’s why.

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.

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

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.

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

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.

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.

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

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

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.

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

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

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

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

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.

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

That hot stock is catching your eye, but a slow and steady investing strategy may ultimately win the race.

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.

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.”

Can you have your cake and eat it, too?

Start building your retirement plan by answering these 10 questions.

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

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

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.

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.

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.

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

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

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

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