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 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
WPPFF image

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
TFSARRSP Contributions 2

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 Tiles Investment Goals

How to set your investment goals

Setting objectives and creating a plan is easier said than done. Here’s how to get started.

March 27, 2020
When should you hold on to cash

When should you hold on to cash in your portfolio?

Generally, keeping money in cash or low-yielding investments can hurt your portfolio. There are some situations, though, where cash comes in handy.

February 14, 2020
SM Tile LIRA

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.

February 12, 2020
SM Tiles RRIFs Myths

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.

January 28, 2020
SM Tile RRSP Contributions

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.

January 21, 2020
SM New Years Resolution

The New Year’s resolutions every investor should make

Want to get better with your money next year? Here are eight things to consider.

December 17, 2019
Stay invested SM tile

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
SM RESP

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
SM Multiple RESP

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
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
mawer illo emotion enemy

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 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

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.