Planning for Retirement

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The new retirement reality

Share our new infographic that helps illustrate a new approach for retirement planning


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Mackenzie Monthly Income Portfolios

See how our Monthly Income Portfolios can help address the challenges Canadians are facing in retirement.


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Retirement Income Planner Worksheet

Use this worksheet to help you plan a tax-smart income strategy that optimizes your clients' government benefits.

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How the sequence of returns can impact your retirement savings

See some scenarios that help illustrate the risk of running out of savings during retirement.

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Tax strategies for converting your clients RRSP to RRIF

Get an overview of how you can convert your clients' RRSP accounts into RRIF accounts.


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Understanding pension income amounts

This document can help your clients' with the pension income tax credit, how it may affect their retirement income and how to qualify for it.

Estate Planning

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Estate Planning Quick Reference Guide

Use this quick reference guide to help your clients with estate planning

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Executor Checklist

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

Commissions, trailing commissions, management fees and expenses all 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.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.

This should not be construed as legal, tax or accounting advice.  This material has been prepared for information purposes only. The tax information provided in this document is general in nature and each client should consult with their own tax advisor, accountant and lawyer before pursuing any strategy described herein as each client’s individual circumstances are unique.  We have endeavored to ensure the accuracy of the information provided at the time that it was written, however, should the information in this document be incorrect or incomplete or should the law or its interpretation change after the date of this document, the advice provided may be incorrect or inappropriate.  There should be no expectation that the information will be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise.  We are not responsible for errors contained in this document or to anyone who relies on the information contained in this document.  Please consult your own legal and tax advisor.