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 a tax plan can help boost your savings
Seven ways a strategic tax plan can leave more money in your pocket.
2021 LIF withdrawals: What you need to know
Minimum and maximum withdrawal percentages for LIF and RLIF accounts by province.
Understanding Your Registered Retirement Income Fund (RRIF)
Everything you need to know about RRIFs.
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.
Stop making these 5 financial planning mistakes
We all can make money-related missteps. Here are five common ones to watch out for.
Wealth Planning Facts & Figures 2021
A summary of key tax, retirement, estate, and other financial planning information for 2021.
The benefits of diversification
A diversified portfolio and a long-term strategy can better-shield investors from unpredictable changes in the market.
Five financial learnings from 2020 to take into 2021
Learn from 2020 and come out financially stronger in the New Year.
TFSA & RRSP Contributions: What you need to know
Key information about contribution amounts, deadlines, and ways to contribute.
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.
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.
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.
How to build an emergency fund
Everyone needs one. Here’s how to set money aside.
How a tax plan can help boost your savings
Seven ways a strategic tax plan can leave more money in your pocket.
Stop making these 5 financial planning mistakes
We all can make money-related missteps. Here are five common ones to watch out for.
Wealth Planning Facts & Figures 2021
A summary of key tax, retirement, estate, and other financial planning information for 2021.
Five financial learnings from 2020 to take into 2021
Learn from 2020 and come out financially stronger in the New Year.
TFSA & RRSP Contributions: What you need to know
Key information about contribution amounts, deadlines, and ways to contribute.
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.
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.
How to build an emergency fund
Everyone needs one. Here’s how to set money aside.
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.
How much life insurance do you need?
Here’s how to calculate how much coverage will protect your family
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.
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.
How beneficiaries really work
It can be a good idea to name a beneficiary on your registered accounts, instead of just in a will.
LIRA: The retirement account you’ve (probably) never heard of
Most Canadians aren’t familiar with the locked-in retirement account, but they should be.
4 Myths about RRIFs
Most Canadian savers will need to open a registered retirement income fund by the time they turn 71, yet many aren’t as familiar with the account as they should be.
Beat the deadline: How to get more out of RRSP contributions
Many people put cash into an RRSP right before the deadline, but there may be better ways to invest.
The New Year’s resolutions every investor should make
Want to get better with your money next year? Here are eight things to consider.
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.
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.
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.
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?
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.
Diversification: why your portfolio needs it
There’s an old saying that goes, “Don’t put all of your eggs in one basket.
Tolerating risk
Can you have your cake and eat it, too?
Income vs. growth: investing in retirement
You may be doing your portfolio no favours by being overly conservative.
The Mawer tax effective strategy
A tax-effective approach to investing makes sense because it can minimize taxes and provide investors with the ability to compound those savings in future years.
Balanced Fund vs. Tax Effective Balanced Fund
The Mawer Balanced Fund and the Mawer Tax Effective Balanced Fund hold the same allocation of securities. The primary difference lies in the minor variances in tax strategies applied within the Tax Effective Fund.
Evolution of the Mawer Global Balanced Fund
The Mawer Global Balanced Fund leverages our global equity platform for capital allocation, combined with an innovative “stock by stock” approach to risk management in order to improve portfolio resiliency.
Why Mawer Mutual Fund returns may deviate from the market
A common question from investors is, “Why are my fund’s returns different from the market?” There are a few factors that make it misleading to look at the markets and then expect to see a mirrored reflection in your fund.
