Your Tax & Estate planning partners

Helping to create a more invested world with valuable insights and strategies.

Tax Planning

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Estate Planning

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Learn more

Tax & Estate Planning

Mackenzie’s Tax & Estate Planning team is helping to create a more invested world, with valuable insights and strategies that help investors get the most out of their financial plans. This approachable team of experts offers education on tax and estate planning, charitable giving strategies, registered disability savings plans (RDSPs) and more. 

What’s new

Non-resident executors and the requirement to post bond

As advisors increasingly embrace the family office and holistic wealth planning approach, conversations with their clients frequently turn to a basic but significant aspect of estate planning

Severance planning: What your clients should consider

We’ve been dealing with COVID-19 for almost a year and what a year it’s been! With repeated lockdowns, it’s not surprising that many businesses have had to downsize or even close their doors.

Tax planning resources

Quick facts and information to support your tax planning

Estate planning resources

Resources to help you make the right estate plan for you and your beneficiaries

Additional planning considerations

Expert insights

Closing up shop? Don’t forget about the ABIL!

Changes to employee home office deductions for 2020

Helping your client wind down their private corporation

Canada Emergency Response Benefit: What your clients should know about the program

Deducting home office expenses for employees during the pandemic

Federal tax & income support measures to combat the effects of COVID-19

When does an enduring power of attorney become active?

Informal trust accounts: How they work

CPP enhancements and what your clients need to know

Facts and figures

2021 Tax Planning – Quick Reference Guide

2021 Estate Planning - Quick Reference Guide

Research and information in income tax and estate planning adds value to the advisor and investor relationship. We know an informed advisor makes a stronger outcome for the client.

2021 Federal Budget

How will the latest Federal Budget affect you? Our team of tax and economic experts provide insights on our dedicated Federal Budget page.