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.

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SM Five financial learnings from 2020 to take into 2021

Five financial learnings from 2020 to take into 2021

Learn from 2020 and come out financially stronger in the New Year.

January 4, 2021 4 Mins
TFSARRSP Contributions 2

TFSA & RRSP Contributions: What you need to know

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

December 23, 2020 2 Mins
SM Heres what happens if you overcontribute to your RRSP and TFSA

Here’s what happens if you overcontribute to your RRSP and TFSA

There are limits as to how much you can invest in a registered account, so keep an eye on it to avoid being penalized by the CRA.

December 21, 2020 6 Mins
Can you claim home office tax deductions during COVID 19 SM Tile

Can you claim home office tax deductions during COVID-19?

It may be possible to write off some home office expenses, but you’ll need your employer’s help.

December 15, 2020 5 Mins
Should I hire a corporate executor to manage my estate

Should I hire a corporate executor to manage my estate?

There are situations where hiring a professional to manage your estate is better than enlisting a loved one.

December 10, 2020 5 Mins
How to build an emergency fund

How to build an emergency fund

Everyone needs one. Here’s how to set money aside.

December 2, 2020 4 Mins
What a low interest rate environment means for you SM Tile

What a low interest rate environment means for you

The Bank of Canada’s rate is, once again, at historically low levels. Here’s what that may mean for you.

October 27, 2020 5 Mins
A guide to adding government contributions into your RESP SM Tile

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.

September 17, 2020 5 Mins
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 139 Mins
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
SM Five financial learnings from 2020 to take into 2021
TFSARRSP Contributions 2

TFSA & RRSP Contributions: What you need to know

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

December 23, 2020 2 Mins
Can you claim home office tax deductions during COVID 19 SM Tile

Can you claim home office tax deductions during COVID-19?

It may be possible to write off some home office expenses, but you’ll need your employer’s help.

December 15, 2020 5 Mins
Should I hire a corporate executor to manage my estate

Should I hire a corporate executor to manage my estate?

There are situations where hiring a professional to manage your estate is better than enlisting a loved one.

December 10, 2020 5 Mins
How to build an emergency fund

How to build an emergency fund

Everyone needs one. Here’s how to set money aside.

December 2, 2020 4 Mins
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
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 139 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
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
SM New Years Resolution

The New Year’s resolutions every investor should make

Want to get better with your money next year? Here are eight things to consider.

December 17, 2019 6 Mins
Stay invested SM tile

Why you should stay invested, even during volatile markets

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

October 21, 2019 5 Mins
SM RESP

Dos and Don'ts: How to get the most out of your 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.

September 16, 2019 6 Mins
SM Multiple RESP

Family RESPs: Education savings for multiple kids

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.

September 16, 2019 5 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
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
mawer illo diversification why

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
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 asset mix

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
mawer illo millennials

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

Disclosure: Mawer Investment Management Ltd. provides this publication for informational purposes only and it is not and should not be construed as professional advice. The information contained in this publication is based on material believed to be reliable at the time of publication and Mawer Investment Management Ltd. cannot guarantee that the information is accurate or complete. Individuals should contact their account representative for professional advice regarding their personal circumstances and/or financial position. The comments included in this publication are not intended to be a definitive analysis of tax applicability or trust and estates law. The comments are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.