Your Tax & Estate planning partners

Helping to create a more invested world with valuable insights and strategies.

Tax Planning

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Estate Planning

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Retirement

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Tax & Estate Planning

Mackenzie’s Tax & Estate Planning team is helping to create a more invested world, with valuable insights and strategies that help investors get the most out of their financial plans. This approachable team of experts offers education on tax and estate planning, charitable giving strategies, registered disability savings plans (RDSPs) and more. 

What’s new

Year-end tax strategies that you need to know

Download and share year-end tax strategies for every type of client, including timely capital-loss tips.

RDSP withdrawals: a closer look

Withdrawals from a Registered Disability Savings Plan (RDSP) can be complicated, as these plans are subject to many rules. 

Tax planning resources

Quick facts and information to support your tax planning

Estate planning resources

Resources to help you make the right estate plan for you and your beneficiaries

Business owner planning

Information on tax planning strategies for business owners

Additional planning considerations

Expert insights

What to know about the new intergenerational transfer rules

Retirement Income and the Order of Asset Withdrawal

  • More expert insights

    Programs and incentives to help first-time homebuyers

    Charitable giving: Good for charities, great for your clients’ tax bill

    Using a principal residence to earn rental income

    Non-resident executors and the requirement to post bond

     

    Severance planning: What your clients should consider

    Tax consequences to watch out for when tapping into your home’s equity

    Closing up shop? Don’t forget about the ABIL!

    Helping your client wind down their private corporation

    When does an enduring power of attorney become active?

    Informal trust accounts: How they work

    CPP enhancements and what your clients need to know

    Co-ownership and the complexities of joint tenancy

    The TFSA: An excellent (but imperfect) account

Facts and figures

2023 Tax Planning – Quick Reference Guide