Tax Planning Resources

At Mackenzie we understand that effective tax and estate planning are integral parts of the financial planning process. The Tax & Estate Planning department has designed this resource centre to provide you with tools you can use in discussions with your clients regarding specific tax and estate planning issues.

You will find important information regarding the tax treatment of mutual fund investments, step-by-step guidelines to assist you in preparing tax returns, provide you with easy-to-use investment calculators, ways to reduce and defer tax exposure through our Capital Class funds, answer commonly asked questions from other investors, and much more.

To ensure you can easily access the materials you want, we have categorized materials as follows:

> Personal Tax Planning
> Disability Planning
> Estate Planning
> Investment Solutions

Commissions, trailing commissions, management fees, and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. This should not be construed to be legal or tax advice, as each client's situation is different. Please consult your own legal and tax advisor.