No matter where you are in life or what your financial goals may be, our wealth planning services integrate all of your financial considerations into one, comprehensive picture to help simplify and empower your decision making.
Grow your wealth with strategies for tax efficiency and reduced volatility, helping you achieve long-term financial stability.
Support your long-term retirement goals and optimize your nest egg for when you're ready to draw income to enjoy new adventures.
Comprehensive guidance that includes intergenerational wealth transfer considerations, trust strategies, incapacity planning and more.
Facilitated succession planning conversations to include, educate, and empower your family's next-gen decision makers.
Personalized solutions for investing on behalf of the corporation, protecting key employees or transitioning to retirement.
Tailored strategies to effectively manage assets in different jurisdictions, or complex cross-border financial situations.
Support the causes you care about—making an impact now and for generations to come—while seamlessly integrating your charitable giving into your overall wealth plan.
Optimize liquidity and manage borrowing effectively to ensure financial stability while meeting your goals.
We take our role as your fiduciary seriously.
We do not charge separate fees for each service or receive commission.
Our investment management fee includes everything (advice, investment management, wealth planning services, operating expenses). It’s calculated as a percentage based on your household assets.
And, is always visible in your statements.
Once a household meets our investment minimum, our flexible householding policy allows up to three generations to join under a single fee schedule, not only providing cost efficiencies as your family’s assets grow, but also helping to preserve your legacy.
"There are three generations of my family that have invested with Mawer, and each has felt respected and heard."
Mawer client since 2010
