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

• Tax Planning by Private Corporations
• Year End Tax Strategies for 2016
• Guide to RDSPs
• Income Splitting
• Education Planning Guide
• TFSA Investor Guide
• Tax Rates

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

• New Federal Rules for Testamentary Trusts
• Your Estate Plan - Getting Started
• Executor Checklist

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.