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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Get your estate in order before it’s too late

It’s not easy to think about what might happen to your money after you’re gone, but you do need to create an estate plan sooner than later.

November 6, 2019
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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
Trusts SM tile

Why trusts are for everyone

Trusts give people more control over their assets among many other uses.

October 21, 2019
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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
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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
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Is investment television news negatively impacting your portfolio?

While the always-on business stations are fun to watch, their main objective is to gain viewers and increase profits. So, be careful about following what the financial gurus say.

August 21, 2019
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RRSPs versus mortgages: What should you pay down first?

It’s an age-old question—slash your house payments or save more money? Here’s how to decide.

August 12, 2019
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6 things you need to know about being an executor of your parent’s estate

While anyone can be designated as an executor, the responsibility usually falls to the adult children of a parent who has passed away. Here’s the scoop on what the job entails and how to do it well.

July 16, 2019
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When should I start collecting CPP and OAS?

While most people start collecting CPP and OAS payments at age 65, Canadians are able to receive payments as early as age 60 or as late as age 70.

July 15, 2019
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Wealth Planning Facts & Figures 2019

A summary of key tax, retirement, estate, and other financial planning information for 2019.

July 2, 2019
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5 ways to trim your tax bill in retirement

You want to enjoy your retirement, not stress over hefty tax bills. Here’s how to help make sure income tax doesn’t impede your late-in-life plans.

June 20, 2019
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How to donate securities to charity

Many people prefer to give securities over cash to their favourite foundations and non-profits. Here’s how it works.

June 20, 2019
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SM Tax Planning

How a tax plan can help boost your savings

Seven ways a strategic tax plan can leave more money in your pocket.

March 25, 2021
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Stop making these 5 financial planning mistakes

We all can make money-related missteps. Here are five common ones to watch out for.

January 28, 2021
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Wealth Planning Facts & Figures 2021

A summary of key tax, retirement, estate, and other financial planning information for 2021.

January 21, 2021
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
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TFSA & RRSP Contributions: What you need to know

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

December 23, 2020
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
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
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
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
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
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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
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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
SM What rising bond yields mean for your portfolio
SM Everything you need to know about the LIF

Everything you need to know about the LIF

This retirement account is like a RRIF, but has a few key differences.

May 31, 2021
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2021 LIF withdrawals: What you need to know

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

March 18, 2021
Understanding your RRIF

Understanding Your Registered Retirement Income Fund (RRIF)

Everything you need to know about RRIFs.

March 2, 2021
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5 things you should know about your RRSP

With the 2021 RRSP deadline coming up on March 1st, here are five lesser-known facts about the account to keep in mind.

February 23, 2021
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The benefits of diversification

A diversified portfolio and a long-term strategy can better-shield investors from unpredictable changes in the market.

January 13, 2021
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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
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
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
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
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
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
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

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.