
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.
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.
The Bank of Canada’s rate is, once again, at historically low levels. Here’s what that may mean for you.
The Canada Education Savings Grant (CESG) is a helpful option to boost your education savings. Here’s how to collect.
Individual Pension Plans are ideal for business owners who are at least 40 years old and earn more than $100,000 a year.
Just because work ends, doesn’t mean you should stop investing.
Here’s how to calculate how much coverage will protect your family
There’s more to investing than the RRSP and TFSA.
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.
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.
Getting money back from your taxes? Plan now for what to do with those funds.
It can be a good idea to name a beneficiary on your registered accounts, instead of just in a will.
It’s one of the most important financial concepts to understand and leverage to reach your financial goals.
People don’t just have long-term goals. It's important to save properly for your immediate needs, too.
The Bank of Canada’s rate is, once again, at historically low levels. Here’s what that may mean for you.
The Canada Education Savings Grant (CESG) is a helpful option to boost your education savings. Here’s how to collect.
Individual Pension Plans are ideal for business owners who are at least 40 years old and earn more than $100,000 a year.
Just because work ends, doesn’t mean you should stop investing.
Here’s how to calculate how much coverage will protect your family
There’s more to investing than the RRSP and TFSA.
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.
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.
Getting money back from your taxes? Plan now for what to do with those funds.
It can be a good idea to name a beneficiary on your registered accounts, instead of just in a will.
It’s one of the most important financial concepts to understand and leverage to reach your financial goals.
People don’t just have long-term goals. It's important to save properly for your immediate needs, too.
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.
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.
Getting money back from your taxes? Plan now for what to do with those funds.
It can be a good idea to name a beneficiary on your registered accounts, instead of just in a will.
A summary of key tax, retirement, estate, and other financial planning information for 2020.
With so many credits and deductions, it’s easy to overlook a few key things.
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.
Trusts give people more control over their assets among many other uses.
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.
It’s an age-old question—slash your house payments or save more money? Here’s how to decide.
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.
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. Here’s what you need to know about when to start collecting.
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.
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.
Getting money back from your taxes? Plan now for what to do with those funds.
It can be a good idea to name a beneficiary on your registered accounts, instead of just in a will.
A summary of key tax, retirement, estate, and other financial planning information for 2020.
With so many credits and deductions, it’s easy to overlook a few key things.
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.
Trusts give people more control over their assets among many other uses.
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.
It’s an age-old question—slash your house payments or save more money? Here’s how to decide.
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.
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. Here’s what you need to know about when to start collecting.
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.
The Bank of Canada’s rate is, once again, at historically low levels. Here’s what that may mean for you.
The Canada Education Savings Grant (CESG) is a helpful option to boost your education savings. Here’s how to collect.
Just because work ends, doesn’t mean you should stop investing.
There’s more to investing than the RRSP and TFSA.
It’s one of the most important financial concepts to understand and leverage to reach your financial goals.
People don’t just have long-term goals. It's important to save properly for your immediate needs, too.
Setting objectives and creating a plan is easier said than done. Here’s how to get started.
Generally, keeping money in cash or low-yielding investments can hurt your portfolio. There are some situations, though, where cash comes in handy.
Most Canadians aren’t familiar with the locked-in retirement account, but they should be.
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.
Many people put cash into an RRSP right before the deadline, but there may be better ways to invest.
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.
The Bank of Canada’s rate is, once again, at historically low levels. Here’s what that may mean for you.
The Canada Education Savings Grant (CESG) is a helpful option to boost your education savings. Here’s how to collect.
Just because work ends, doesn’t mean you should stop investing.
There’s more to investing than the RRSP and TFSA.
It’s one of the most important financial concepts to understand and leverage to reach your financial goals.
People don’t just have long-term goals. It's important to save properly for your immediate needs, too.
Setting objectives and creating a plan is easier said than done. Here’s how to get started.
Generally, keeping money in cash or low-yielding investments can hurt your portfolio. There are some situations, though, where cash comes in handy.
Most Canadians aren’t familiar with the locked-in retirement account, but they should be.
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.
Many people put cash into an RRSP right before the deadline, but there may be better ways to invest.
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. This publication does not address tax or trust and estate considerations that may be applicable to an individual’s particular situation. 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.