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 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

  • Selecting a beneficiary

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

    December 6, 2017

  • 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

  • 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. At Mawer we use multiple strategies to manage taxable mandates in order to maximize after-tax returns.

    December 6, 2017

  • 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.

    December 6, 2017

  • 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. And while the Fund was launched in 2013, it really was almost 40 years in the making...

    December 6, 2017

  • 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.

    December 6, 2017

Disclaimers:

This communication is an overview only and it does not constitute financial, business, legal, tax, investment, or other professional advice or services. It is not intended to be a complete statement of the law or an opinion on any matter. If you (or any of your family members) are a U.S. citizen, hold a U.S. green card, or are otherwise considered a U.S. resident for U.S income/estate tax purposes, the Canadian and/or U.S. tax implications could be substantially different from those outlined herein. No one should act upon the information in this communication as an alternative to legal, financial or tax advice from a qualified professional. No member of Mawer Investment Management Ltd. is liable for any errors or omissions in the content or transmission of this email or accepts any responsibility or liability for loss or damage arising from the receipt or use of this information.

While we endeavour to ensure that the information in this communication is correct, we do not warrant or represent its completeness or accuracy. This communication is not updated, and it may no longer be current. To the maximum extent permitted by applicable law, we exclude all representations, warranties and conditions relating to this communication.

*

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.