Financial Planning

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.

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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.

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Selecting a beneficiary

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

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Home Buyer’s and Lifelong Learning Plans

How your RRSP can help you buy a home or get an education.

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Ten retirement questions

Start building your retirement plan by answering these 10 questions.

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Income vs. growth: investing in retirement

You may be doing your portfolio no favours by being overly conservative.

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General Investing

The benefits of diversification

A diversified portfolio and a long-term strategy can better-shield investors from unpredictable changes in the market.

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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.

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Diversification: why your portfolio needs it

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.”

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Tolerating risk

Can you have your cake and eat it, too?

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Asset mix matters

“An investor needs to do very few things right as long as he or she avoids big mistakes.”
—Warren Buffet

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Millennials: stop making this investing mistake

The investors who produce the flashiest of returns, usually do so in the unflashiest of ways.

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Fund Related

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.

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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...

Read more

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.

Read more

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.

Read more

All Articles

The benefits of diversification

A diversified portfolio and a long-term strategy can better-shield investors from unpredictable changes in the market.

Read more

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.

Read more

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.

Read more

Diversification: why your portfolio needs it

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.”

Read more

Tolerating risk

Can you have your cake and eat it, too?

Read more

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.

Read more

Selecting a beneficiary

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

Read more

Home Buyer’s and Lifelong Learning Plans

How your RRSP can help you buy a home or get an education.

Read more

Ten retirement questions

Start building your retirement plan by answering these 10 questions.

Read more

Income vs. growth: investing in retirement

You may be doing your portfolio no favours by being overly conservative.

Read more

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.

Read more

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...

Read more

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.

Read more

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.

Read more

Asset mix matters

“An investor needs to do very few things right as long as he or she avoids big mistakes.”
—Warren Buffet

Read more

Millennials: stop making this investing mistake

The investors who produce the flashiest of returns, usually do so in the unflashiest of ways.

Read more

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