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Learning, Sharing, and Teaching => Ask a Mustachian => Topic started by: Joan-eh? on May 29, 2021, 06:43:01 PM

Title: Mawer Canada services?
Post by: Joan-eh? on May 29, 2021, 06:43:01 PM

Has anyone used their counselling services ? Accounting, tax, lawyers, financial planning estate planning etc?

Title: Re: Mawer Canada services?
Post by: Metalcat on May 29, 2021, 07:07:32 PM

I would personally never do business with a financial one stop shop, there's too much potential for conflict of interest.

I prefer my accountant, lawyers, insurance, and financial folks to all be different entities holding each other accountable. I don't ever want my lawyer to feel like they can't throw my accountant under the bus if he does something suboptimal, for example.

Title: Re: Mawer Canada services?
Post by: highflyingstache on May 30, 2021, 12:05:40 PM

If you take a look on the Financial Wisdom Forum, they speak quite highly of the MAW104 and 105 funds (all index variations.) Sounds like they were the bees-knees before a lot of the more current ETF versions came along. Other than that I have no knowledge, but that might be a handy spot to start.