Tax & Estate Planning

Tax Strategies

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2021 year-end tax strategies you need to know

See how new and existing tax changes can effectively reduce your clients’ 2021 tax bill.

 

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2021 Tax Facts

A breakdown of federal and provincial marginal rates, by province for the tax year 2021.

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Tax measures to combat COVID-19

Get insights on the economic support provided tby the Federal government in response to COVID-19.

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2021 Tax Planning Quick Reference Guide

Learn more about tax rates, contribution limits and more for individuals the 2021 tax year.

 

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Making lemonade out of tax losses

Guerlane Noël outlines some strategies for harvesting tax losses.

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2021 income in a corporation quick reference guide

Learn more about tax rates, contribution limits and more for coprporations in the 2021 tax year.

Estate Planning

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2021 Estate planning Quick Reference Guide

This quick reference guide outlines key information for estate planning.

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Executor Checklist

Share this checklist with an executor to help them fulfill their duties.

Charitable Giving

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Charitable Giving Investor Guide

Show your clients how they can easily give to the causes they care about through their estate.
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Testamentary donations to the Mackenzie Charitable Giving program

Share this guide with clients who are interested in leaving a last gift through their estate.

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Mackenzie Charitable Giving program eligible fund code list

Reference this list of funds when making eligible donations to the Mackenzie Charitable Giving Program.

Registered Disability Savings Plans

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Talking to your clients about an RDSP

A guide to help you start the conversation with clients who may benefit from an RDSP.

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RDSP Prospecting Letter

A template designed to help you when sending a letter to your clients to get the conversation started.

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RDSP Investors Guide

This brochure explains the main features of the RDSP and provides examples to illustrate how they can best be used.

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RDSP Investor FAQ

Frequently asked questions that can provide answers on RDSP programs.

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RDSP Pamphlet

A pamphlet that you can send to clients who may benefit from an RDSP.

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How to open an RDSP

This document explains the process of opening an RDSP in five easy steps.

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RDSP Help Guide

This document outlines the steps your client needs to take when opening an RDSP.

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Eligible funds for RDSP and commissions

See which Mackenzie funds are eligible for the RDSP and their associated commission rates.