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.

Elder care

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.

March 26, 2019 4 Mins
RRSP

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?

March 25, 2019 5 Mins
Retirement savings

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.

March 22, 2019 5 Mins
mawer illo emotion enemy

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.

December 15, 2017 6 Mins
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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.

December 15, 2017 5 Mins
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Diversification: why your portfolio needs it

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

December 13, 2017 5 Mins
mawer illo tolerating risk

Tolerating risk

Can you have your cake and eat it, too?

December 11, 2017 6 Mins
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Home Buyer’s and Lifelong Learning Plans

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

December 6, 2017 5 Mins
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Ten retirement questions

Start building your retirement plan by answering these 10 questions.

December 6, 2017 5 Mins
mawer illo income vs growth

Income vs. growth: investing in retirement

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

December 6, 2017 4 Mins
mawer illo balanced vs tax

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.

December 6, 2017 3 Mins
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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.

December 6, 2017 4 Mins
A guide to adding government contributions into your RESP SM Tile
Why entrepreneurs should consider SM Tile

Why entrepreneurs should consider using this lesser-known retirement account

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

September 1, 2020 6 Mins
How to keep investing in retirement SM Tile

How to keep investing in retirement

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

August 19, 2020 5 Mins
LIF2020 SM Tile

2020 LIF withdrawals: What you need to know

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

August 6, 2020
How to use non-registered accounts

How to use non-registered accounts

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

July 20, 2020 6 Mins
How much life insurance do you need

How much life insurance do you need?

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

July 20, 2020 5 Mins
Make your familys estate planning SM Tile

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.

June 26, 2020 4 Mins
How to pay less taxes6 SM Tile

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.

June 15, 2020 5 Mins
How Beneficiaries Really Work SM Tile3C

How beneficiaries really work

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

May 26, 2020 5 Mins
What To Do With Your Tax Refund SM Tile3B

What to do with your tax refund

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

May 26, 2020 4 Mins
Compound investing SM Tile

How compound investing works

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

April 27, 2020 4 Mins
Useful Investments SM Tile

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.

April 26, 2020 5 Mins
SM Tiles Investment Goals

How to set your investment goals

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

March 27, 2020 4 Mins