
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.
Addressing these will help fortify your financial plan for the new year—and beyond.
A summary of key tax, retirement, estate, and other financial planning information for 2023.
These accounts give you more options over how you control and distribute your assets.
It’s important to know where the leftover dollars in your various accounts could go.
How to get the most out of your relationship.
It’s a good idea to do some financial planning well in advance.
It's important to become familiar with these tax slips to better prepare for tax return time.
Four strategies for saving effectively together
A summary of key tax, retirement, estate, and other financial planning information for 2022.
While the filing deadline isn’t until April 30th, it’s worth starting to get ready today.
A helpful decision tree to assess when to start.
Don’t let the next calamity catch you and your finances off-guard.
Operating in a tax efficient way is important.
Addressing these will help fortify your financial plan for the new year—and beyond.
A summary of key tax, retirement, estate, and other financial planning information for 2023.
These accounts give you more options over how you control and distribute your assets.
It’s important to know where the leftover dollars in your various accounts could go.
How to get the most out of your relationship.
It’s a good idea to do some financial planning well in advance.
It's important to become familiar with these tax slips to better prepare for tax return time.
Four strategies for saving effectively together
A summary of key tax, retirement, estate, and other financial planning information for 2022.
While the filing deadline isn’t until April 30th, it’s worth starting to get ready today.
A helpful decision tree to assess when to start.
Don’t let the next calamity catch you and your finances off-guard.
Operating in a tax efficient way is important.
Want to get better with your money next year? Here are eight things to consider.
Want to use an RESP, but aren't sure where to start? Here are a few things to know about this education savings account.
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.
People know they need to put money in their RRSPs, but how much do they really know about them?
That hot stock is catching your eye, but a slow and steady investing strategy may ultimately win the race.
There’s an old saying that goes, “Don’t put all of your eggs in one basket.” “When it comes to investing, those are wise words to live by,” says Paul Moroz, a director and the deputy chief investment officer at Mawer Investment Management Ltd. “Diversification in a portfolio can protect an investor from market fluctuations and mitigate volatility.”
Can you have your cake and eat it, too?
You may be doing your portfolio no favours by being overly conservative.
“An investor needs to do very few things right as long as he or she avoids big mistakes.” —Warren Buffet
The investors who produce the flashiest of returns usually do so in the unflashiest of ways.
Want to get better with your money next year? Here are eight things to consider.
Want to use an RESP, but aren't sure where to start? Here are a few things to know about this education savings account.
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.
People know they need to put money in their RRSPs, but how much do they really know about them?
That hot stock is catching your eye, but a slow and steady investing strategy may ultimately win the race.
There’s an old saying that goes, “Don’t put all of your eggs in one basket.”
“When it comes to investing, those are wise words to live by,” says Paul Moroz, a director and the deputy chief investment officer at Mawer Investment Management Ltd. “Diversification in a portfolio can protect an investor from market fluctuations and mitigate volatility.”
Can you have your cake and eat it, too?
You may be doing your portfolio no favours by being overly conservative.
“An investor needs to do very few things right as long as he or she avoids big mistakes.”
—Warren Buffet
The investors who produce the flashiest of returns usually do so in the unflashiest of ways.
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.