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.

Tax planning

Our tax planning team can help minimize the amount of tax your clients pay, so they can get the most out of their savings.

Estate planning

Our estate planning experts can help you preserve more of your clients’ assets, so they have a legacy to leave their heirs.

Additional services and education

Mackenzie’s expertise can help advisors plan for their clients’ retirement, disability, charitable giving and more.

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 tip of the month: Capital gains inclusion rate

Currently, the capital gains inclusion rate is 50%, where one-half of any capital gain is taxable, while the remaining 50% is tax free. The 2024 Federal Budget proposed to increase the inclusion rate from one-half to two-thirds for capital gains realized on or after June 25, 2024. This increase would impact corporations, trusts, and individuals (although individuals will be able to access the same 50% inclusion rate on the first $250,000 of capital gains realized each year). 

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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.

  • More Tax Planning resources

    New reporting requirements for in trust for accounts and jointly owned assets

    Using principal residence to earn rental income

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

    Making lemonade out of tax losses

    Helping clients understand income pensions amounts with tax planning

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.


Co-ownership and the complexities of joint tenancies


2024 estate planning – Quick reference guide

Additional services and education

At first glance, some issues may not appear to be tax and estate matters. But taxation and estates lie at the heart of many planning opportunities, ranging from business succession to disability planning, charitable giving to retirement.

Charitable giving

We’ve developed a more tax-efficient, convenient, and impactful way to give to charities.


Life after work has changed. We’ve identified the key needs that retirees have in common.

Business Planning

Our insights and strategies can help you navigate the complexities that business owners face.

Federal budget

Our Tax and Estate Team analyzes every federal budget to provide the planning support your clients need. 

Disability planning

Many Canadians living with disabilities are not getting the financial help they need. We want to change that.

Stay up to date with our tax and estate resources and education

Visit our Mackenzie Institute and earn CE credits with our continuing education resources. 

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.

Federal budget 2023

How will the latest federal budget affect you? Visit our dedicated federal budget page for insights from our team of tax and economic experts.