Tax and Estate Roadshow

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.

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Legacy and life events

Tax and estate planning for major life transitions

This investor friendly guide offers key tax and estate planning strategies to help you support clients through major transitions — protecting their legacy and reducing stress.

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Transferring a family cottage to the next generation

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Charitable giving and legacy planning

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.