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RDSP frequently asked questions
Find answers to frequently asked questions about Registered Disability Savings Plans.
April 19, 2024
Web Page
RDSP
We work with advisors, to understand the unique needs of their clients living with disabilities and help enable a brighter financial future with the RDSP
April 19, 2024
Web Page
The First Home Savings Account (FHSA) – a new way to save for a first home
The FHSA is a first home buyers tax-free savings account designed to help Canadians save for a down payment and help reach the goal of home ownership.
December 01, 2023
Web Page
Group Plans
For over 25 years, Mackenzie Investments has offered specialized support for advisors working in the Group Plans market.
April 19, 2024
Web Page
First Home Savings Account
The First Home Savings Account (FHSA) provides an immediate tax break, tax-free investment growth and qualifying tax-free withdrawals.
April 19, 2024
Web Page
Locked-In Plans
Locked-in plans are when employers and employees’ vested contributions and interest are transferred into a RRSP until the investor reaches a specific age
April 19, 2024
Web Page
Tax & Estate Planning
Tax & Estate planning is about more than money. It’s about shaping the legacy your clients wish to bestow upon generations to come. A Mackenzie Investments expe...
April 19, 2024
Web Page
RRSP
Discover the power of RRSPs for your retirement savings: Tax deductible, tax-deferred growth and investment flexibility designed for Canadians.
April 19, 2024
Web Page
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TFSA
A Mackenzie Tax-Free Savings Account (TFSA) helps investors save for short and long-term financial goals. Benefits include flexibility and tax-free growth
April 19, 2024
Web Page
Help Canadians Give: Donor-Advised Funds as a Philanthropic Strategy
The Mackenzie Charitable Giving Program, structured as a donor-advised fund, provides a straightforward way to manage personal giving programs
April 19, 2024
Web Page
RRIF
When you close your RRSP, a Registered Retirement Income Fund (RRIF) is one investment option that provides a set of yearly cash flow. Is a RRIF right for you?
April 19, 2024
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Mackenzie Charitable Giving Program
Charitable giving made easy through your financial plan. Mackenzie Charitable Giving Program is an easy, convenient and impactful way to donate to charities
April 19, 2024
Web Page
Top ten tips for filing your 2022 tax return
Helpful suggestions to make your tax filing experience smoother
March 03, 2023
Web Page
February 15, 2024
Web Page
Mackenzie Monthly Income Conservative Portfolio
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Monthly Income Conservative Portfolio.
March 31, 2017
Web Page
21-30 of 601 results in all
Mackenzie Monthly Income Balanced Portfolio
Gain insight and learn about current and historical fund portfolio performance on Mackenzie Monthly Income Balanced Portfolio.
March 23, 2017
Web Page
February 29, 2024
Web Page
February 08, 2024
Web Page
Introduction to tax-loss harvesting
Tax-loss harvesting may reduce your tax burden over the long term. Find out how to stay onside with the rules and get the benefits of tax-loss harvesting.
October 25, 2023
Web Page
Tax Planning
There are strategies for Canadians to minimize tax investors will pay, allowing them to get the most out of their savings and investments. Mackenzie can help
April 19, 2024
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TFSA right for you
Thinking about opening a tax-free savings account? Find out if a TFSA is right for you.
April 19, 2024
Web Page
Federal budget 2024 analysis
Our experts provide in-depth analysis of the 2024 federal budget. Read our bulletin for insights into how the federal budget may affect your clients.
April 17, 2024
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Legal Disclaimers
Find our prospectuses and regulatory documents, as well as our policies on privacy protection, proxy voting, social media and more.
April 22, 2024
Web Page
Legal Disclaimers
Find our prospectuses and regulatory documents, as well as our policies on privacy protection, proxy voting, social media and more.
April 22, 2024
Web Page
31-40 of 601 results in all
December 08, 2023
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Accessibility
We are committed to ensuring our facilities, products and services are accessible to all Canadians. Read our accessibility policies here.
January 08, 2024
Web Page
Careers
Join Mackenzie Investments. Find job postings that align with your ambition, offer competitive benefits, and support a smarter, inclusive world.
March 01, 2024
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December 22, 2023
Web Page
Dealer Relations
The Mackenzie Dealer Relations team is your partner for innovation, thought leadership and administrative support, so you can focus on your business needs
April 19, 2024
Web Page
2023 Winter newsletter
2023 Winter Newsletter
April 19, 2024
Web Page
March 24, 2024
PPTX (13.77 MB)
May 04, 2023
ZIP (1.93 MB)
Rollover to a Registered Disability Savings Plan (RDSP) Under Paragraph 60(m)
Rollover to a Registered Disability Savings Plan (RDSP) Under Paragraph 60(m)
March 06, 2024
PDF (235 KB)
41-50 of 601 results in all
March 24, 2024
PDF (168 KB)
March 15, 2024
PDF (225 KB)
March 24, 2024
PDF (280 KB)
Registered Disability Savings Plan (RDSP) Disability Tax Credit (DTC) Election Form
Use this form to request a DTC-credit election for a Beneficiary who has ceased to be a DTC-eligible individual.
May 14, 2018
PDF (70 KB)
December 29, 2023
PDF (741 KB)
February 11, 2024
PDF (136 KB)
February 11, 2024
PDF (111 KB)
Specified Disability Savings Plan Election Form
Use this form to request that a Registered Disability Savings Plan (RDSP) be designated by election as a Specified Disability Savings Plan (SDSP).
April 20, 2018
PDF (86 KB)
Québec Education Savings Incentive Transfer Between Registered Education Savings Plans (RESP)
Québec Education Savings Incentive
Transfer Between Registered Education Savings Plans (RESP)
August 25, 2023
PDF (157 KB)
REGISTERED EDUCATION SAVINGS PLAN (RESP) TRANSFER FORM
Use this form to transfer an existing Registered Education Savings Plan (RESP) from another institution to Mackenzie Investments.
September 07, 2018
PDF (165 KB)
51-60 of 601 results in all
Revocation of Request for Canada Disability Savings Grants and/or Canada Disability Savings Bonds
Use this form to revoke the request for payments for Canada Disability Savings Grants and/or Canada Disability Savings Bonds.
January 03, 2018
PDF (91 KB)
March 02, 2017
PDF (200 KB)
May 04, 2023
ZIP (1.93 MB)
May 04, 2023
ZIP (1.93 MB)
May 04, 2023
ZIP (1.93 MB)
May 04, 2023
ZIP (1.93 MB)
May 04, 2023
ZIP (1.93 MB)
RDSP Holder Consent to Non-Holder Contributions Form
The Registered Disability Savings Plan (RDSP) plan holder uses this form to authorize contributions to the RDSP by a non-plan holder.
September 08, 2017
PDF (80 KB)
RESP – Family Plan Application
Use this form to open new RESP accounts for multiple beneficiaries in the same family.
January 16, 2018
PDF (443 KB)
2023 Estate Planning
2023 Estate Planning
February 02, 2024
PDF (180 KB)
61-70 of 601 results in all
RESP Withdrawal Form
Complete this form to make redemptions from a Registered Education Savings Plan (RESP) account.
April 04, 2018
PDF (269 KB)
May 04, 2023
PDF (224 KB)
October 10, 2023
PDF (219 KB)
RESP – Invest in your child's future
A pamphlet that explains the fundamentals and benefits of RESPs.
May 17, 2018
PDF (909 KB)
December 29, 2023
PDF (90 KB)
APPLICATION: Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB)
Use this form to apply for the basic and additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB).
January 11, 2018
PDF (120 KB)
RESP – Individual Plan Application
Use this form to open new RESP accounts for a single child.
January 24, 2018
PDF (427 KB)
January 20, 2024
PDF (785 KB)
January 24, 2024
PDF (901 KB)
January 25, 2024
PDF (358 KB)
71-80 of 601 results in all
February 06, 2024
PDF (744 KB)
Annex A - Joint Holder Application for: Canada Disability Savings Grant and/or Canada Disability Savings Bond
Annex A - Joint Holder Application for: Canada Disability Savings Grant and/or Canada Disability Savings Bond
February 11, 2024
PDF (70 KB)
RDSP Disability Assistance Payment and Pre-authorized Chequing Form
RDSP Disability Assistance Payment and Pre-authorized Chequing Form
February 11, 2024
PDF (196 KB)
February 24, 2024
PDF (319 KB)
March 24, 2024
PDF (277 KB)
March 24, 2024
PDF (6.08 MB)
April 03, 2024
PDF (1.1 MB)
Lifelong Learning Plan (LLP) Request to Withdraw Funds from an RRSP
Use this form to make a withdrawal from your Registered Retirment Savings Plan (RRSP) under the Lifelong Learning Plan (LLP).
September 11, 2018
PDF (213 KB)
May 04, 2023
PDF (268 KB)
May 04, 2023
PDF (269 KB)
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May 04, 2023
PDF (879 KB)
May 04, 2023
PDF (879 KB)
Financial Statements – Annual – Mackenzie Maximum Diversification Developed Europe Index Fund
Mackenzie Investments’ financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (429 KB)
Financial Statements – Annual – Mackenzie Monthly Income Balanced Portfolio
Mackenzie Investments’ financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (447 KB)
MRFP – Annual – Mackenzie Unconstrained Fixed Income Fund
A Management Report of Fund Performance (MRFP) provides management's view of factors impacting a mutual fund's past performance and future outlook.
June 28, 2019
PDF (1.34 MB)
MRFP – Annual – Mackenzie Conservative Income ETF Portfolio
A Management Report of Fund Performance (MRFP) provides management's view of factors impacting a mutual fund's past performance and future outlook.
June 28, 2019
PDF (1.46 MB)
Financial Statements – Annual – Mackenzie Ivy Global Balanced Fund
Mackenzie Investments' audited financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (2.69 MB)
July 18, 2023
PDF (484 KB)
Financial Statements – Annual – Mackenzie Emerging Markets Fund
Mackenzie Investments’ financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (1.12 MB)
91-100 of 601 results in all
July 18, 2023
PDF (562 KB)
July 18, 2023
PDF (747 KB)
July 18, 2023
PDF (463 KB)
Financial Statements – Annual – Mackenzie Monthly Income Conservative Portfolio
Mackenzie Investments’ financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (452 KB)
MRFP – Annual – Mackenzie Canadian Money Market Fund
A Management Report of Fund Performance (MRFP) provides management's view of factors impacting a mutual fund's past performance and future outlook.
June 28, 2019
PDF (1.42 MB)
Financial Statements – Annual – Mackenzie Canadian Equity Fund
Mackenzie Investments' audited financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (1.76 MB)
Financial Statements – Annual – Mackenzie Canadian Dividend Fund
Mackenzie Investments' audited financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (838 KB)
Financial Statements – Annual – Mackenzie Strategic Bond Fund
Mackenzie Investments' audited financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (645 KB)
Financial Statements – Annual – Mackenzie Balanced ETF Portfolio
Mackenzie Investments’ financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (463 KB)
Financial Statements – Annual – Mackenzie Canadian Short Term Income Fund
Mackenzie Investments' audited financial statements include details of mutual fund portfolios, performance and other financial information.
June 28, 2019
PDF (1.78 MB)
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