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Stay up to date with our tax and estate resources and education
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Your Tax & Estate planning partners
The Mackenzie Tax and Estate Team is focused on helping advisors navigate the growing complexities of their business and support all the planning needs of their clients, so they can keep more of their wealth.
Tax and Estate Planning
The Mackenzie Tax and Estate Team is focused on helping advisors navigate the growing complexities of their business and support all the planning needs of their clients, so they can keep more of their wealth.
Team of experts
The Mackenzie Tax and Estate Team is a trusted partner to advisors. We provide the expertise, tools and support needed to help advisors fulfill their clients' planning needs, from tax and estate, retirement, charitable giving, business planning and more.
Tax planning
Earning a good return on investments is only the first step to building wealth. Keeping more of that return requires strategic tax planning. Our team closely analyzes current and upcoming tax law to develop strategies that will limit tax liabilities.
Guide
Passing on: when wealth transitions
Taxes may be inevitable—but the tax impact at life’s final transition can often be reduced. A deemed disposition can create a substantial liability for many Canadian families, but proactive planning can make a significant difference.
Guide
Fundamentals of trust
This guide provides an in-depth overview of trusts as a versatile tool for tax-efficient wealth transfer and estate planning.
Guide
Legacy and life events
This guide highlights the essential need for proactive tax and estate planning both before and during significant life events.
Insight
Income splitting strategies
One of the easiest ways for families to reduce taxes is through properly structured income splitting.
Estate planning
Transferring wealth to the next generation requires careful planning to preserve your clients’ legacies for the people and causes that they care about. Our team works with advisors to design strategies that stand the test of time.
Article
An estate plan – getting started
Getting started with an estate plan helps prevent delays, reduce taxes, and ensure an individual’s final wishes are carried out smoothly.
PDF
Executor checklist
This checklist lays out the main duties and responsibilities an individual will need to consider when handling an estate.
Article
Digital assets and estate planning
Our lives are filled with technology. Your client’s estate plan should reflect that by including the digital assets.
More estate planning resources
Business planning
Our team of experts offers insights and strategies that can help you navigate the complexities that business owners face.
Guide
Business owner guide
Business owners face complex decisions at every stage — from incorporation and tax planning to retirement and succession. Our guide helps advisors navigate these conversations with practical insights and strategies to support clients more effectively.
Additional services
Our Tax and Estate team brings deep expertise in helping advisors navigate complex planning strategies for charitable giving and disability planning.
Charitable giving
We’ve developed a more tax-efficient, convenient, and impactful way to give to charities.
Disability planning
Many Canadians living with disabilities are not getting the financial help they need. We want to change that.
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.
This should not be construed to be legal or tax advice, as each client’s situation is different. Please consult your own legal and tax advisor.