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.

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
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Income vs. growth: investing in retirement

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

December 6, 2017 4 Mins
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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
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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.

December 6, 2017 2 Mins
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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.

December 6, 2017 2 Mins
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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.

December 6, 2017 2 Mins
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Selecting a beneficiary

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

December 6, 2017 4 Mins
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Asset mix matters

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

February 10, 2017 6 Mins
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Millennials: stop making this investing mistake

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

January 13, 2017 3 Mins
Make your familys estate planning SM Tile
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
6 ways

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.

March 20, 2020 5 Mins
When should you hold on to cash

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.

February 14, 2020 5 Mins
SM Tile LIRA

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.

February 12, 2020 6 Mins
SM Tiles RRIFs Myths

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.

January 28, 2020 5 Mins
SM Tile RRSP Contributions

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.

January 21, 2020 4 Mins
TFSARRSP Contributions 2

TFSA & RRSP Contributions: What you need to know

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

January 20, 2020 3 Mins

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