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

Making lemonade out of tax losses

Guerlane Noël outlines some strategies for harvesting tax losses.

Guide PDf

2022 Tax Planning Quick Reference Guide

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


Estate Planning

Guide PDf

2022 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.

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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.

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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.

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Eligible funds for RDSP and commissions

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

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.