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.

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
SM How to talk about money with your partner

How to talk about money with your partner

Discussions about finances are often tough, but they are always necessary. Here are a few best-practice approaches to having those conversations.

May 21, 2021
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
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
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
WPPFF image

Wealth Planning Facts & Figures 2021

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

January 21, 2021
Mawer Q12020 Diversify 1200x628 blueBG

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 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
TFSARRSP Contributions 2

TFSA & RRSP Contributions: What you need to know

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

December 23, 2020
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
SM DonatingSecurity4

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
SM MinimizeYourTax2

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
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
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
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 10questions

Ten retirement questions

Start building your retirement plan by answering these 10 questions.

December 6, 2017
mawer illo home education

Home Buyer’s and Lifelong Learning Plans

How your RRSP can help you buy a home or get an education.

December 6, 2017
mawer illo beneficiary

Selecting a beneficiary

A little knowledge about the process and the rules surrounding beneficiaries can help you make your decision.

December 6, 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
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
Mawer Q12020 Diversify 1200x628 blueBG

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.