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.
A guide to adding government contributions into your RESP
The Canada Education Savings Grant (CESG) is a helpful option to boost your education savings. Here’s how to collect.
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.
How to keep investing in retirement
Just because work ends, doesn’t mean you should stop investing.
2020 LIF withdrawals: What you need to know
Minimum and maximum withdrawal percentages for LIF and RLIF accounts by province.
How to use non-registered accounts
There’s more to investing than the RRSP and TFSA.
How much life insurance do you need?
Here’s how to calculate how much coverage will protect your family
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.
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?
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.
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.
Home Buyer’s and Lifelong Learning Plans
How your RRSP can help you buy a home or get an education.
Ten retirement questions
Start building your retirement plan by answering these 10 questions.
Income vs. growth: investing in retirement
You may be doing your portfolio no favours by being overly conservative.
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.
Selecting a beneficiary
A little knowledge about the process and the rules surrounding beneficiaries can help you make your decision.
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.
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.