
How to set your investment goals
Setting objectives and creating a plan is easier said than done. Here’s how to get started.
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.
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.
A summary of key tax, retirement, estate, and other financial planning information for 2020.
Want to get better with your money next year? Here are eight things to consider.
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.
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.
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.
A summary of key tax, retirement, estate, and other financial planning information for 2020.
Want to get better with your money next year? Here are eight things to consider.
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.
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.
You want to enjoy your retirement, not stress over hefty tax bills. Here’s how to help make sure income tax doesn’t impede your late-in-life plans.
Many people prefer to give securities over cash to their favourite foundations and non-profits. Here’s how it works.
If you want to invest in a stateside property to escape Canadian winters, here’s what you need to know.
Most of us give to charity by cheques, but that may not make for good long-term giving. A giving plan can help.
Many Canadians will, at some point, have to take care of an aging parent. Here’s what you might have to spend.
One of the most difficult parts of financial planning is knowing just what you’ll need in your golden years. Fortunately, there are some ways to determine if you’re on the right track.
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.
Start building your retirement plan by answering these 10 questions.
How your RRSP can help you buy a home or get an education.
A little knowledge about the process and the rules surrounding beneficiaries can help you make your decision.
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.
You want to enjoy your retirement, not stress over hefty tax bills. Here’s how to help make sure income tax doesn’t impede your late-in-life plans.
Many people prefer to give securities over cash to their favourite foundations and non-profits. Here’s how it works.
If you want to invest in a stateside property to escape Canadian winters, here’s what you need to know.
Most of us give to charity by cheques, but that may not make for good long-term giving. A giving plan can help.
Many Canadians will, at some point, have to take care of an aging parent. Here’s what you might have to spend.
One of the most difficult parts of financial planning is knowing just what you’ll need in your golden years. Fortunately, there are some ways to determine if you’re on the right track.
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.
Start building your retirement plan by answering these 10 questions.
How your RRSP can help you buy a home or get an education.
A little knowledge about the process and the rules surrounding beneficiaries can help you make your decision.
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.
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.