Tax & Estate Planning

At Mackenzie Investments we understand that effective tax and estate planning are integral parts of the financial planning process. Your financial advisor can help you find the strategies that are right for you.

Tax planning

With some upfront planning, investors can incorporate tax-saving strategies into their financial plans.

Tax planning resources

Estate planning

Estate planning is not always an easy topic to deal with, but having a thought-out plan in place is important for not only you but your beneficiaries.

Estate planning resources

We have a dedicated Tax & Estate Planning department which consists of a team of individuals specializing in the areas of tax, estate, financial and investment planning.

Planning is key

For more information on how your financial plan can benefit from tax and estate planning, contact your advisor.

 

The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.