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.

How to buy property in the United States

How to buy property in the United States

If you want to invest in a stateside property to escape Canadian winters, here’s what you need to know.

May 6, 2019
Charitable giving plan

Why you need a charitable giving plan (and how to create one)

Most of us give to charity by cheques, but that may not make for good long-term giving. A giving plan can help.

April 16, 2019
Elder care

The real cost of elder care

Many Canadians will, at some point, have to take care of an aging parent. Here’s what you might have to spend.

March 26, 2019
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
Retirement savings

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.

March 22, 2019
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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
mawer illo howmuch retire

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.

December 15, 2017
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
mawer illo tolerating risk

Tolerating risk

Can you have your cake and eat it, too?

December 11, 2017
mawer illo minimize taxes

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
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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
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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
SM How to talk about money with your partner
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
SMtile Stop making these 5 financial planning mistakes

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
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
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
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
LIF2020 SM Tile

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
SMtile 5 things you should know about your RRSP

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
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
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.