Tax & Estate Planning

Tax Strategies

E-Book PDf

2021 year-end tax strategies you need to know

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


Insight PDf

2021 Tax Facts

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

Insight PDf

Tax measures to combat COVID-19

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

Guide PDf

2021 Tax Planning Quick Reference Guide

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


Guide PDf

Making lemonade out of tax losses

Guerlane Noël outlines some strategies for harvesting tax losses.

Guide PDf

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

Guide PDf

2021 Estate planning Quick Reference Guide

This quick reference guide outlines key information for estate planning.

Guide PDf

Executor Checklist

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

Charitable Giving

Guide PDf

Charitable Giving Investor Guide

Show your clients how they can easily give to the causes they care about through their estate.
Guide PDf

Testamentary donations to the Mackenzie Charitable Giving program

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

Guide PDf

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


Talking to your clients about an RDSP

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


RDSP Prospecting Letter

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

Guide PDf

RDSP Investors Guide

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

Guide PDf

RDSP Investor FAQ

Frequently asked questions that can provide answers on RDSP programs.

Guide PDf

RDSP Pamphlet

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

Guide PDf

How to open an RDSP

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

Guide PDf

RDSP Help Guide

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

Guide PDf

Eligible funds for RDSP and commissions

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