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

Joint tenancy: Approach with caution

When structuring an estate plan, many clients will wish to reduce estate administration taxes (also known as probate fees) wherever possible.

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

As we approach the end of the year, your clients may be thinking about their charitable giving options.

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

Using a principal residence to earn rental income

Non-resident executors and the requirement to post bond

 

Severance planning: What your clients should consider

  • More expert insights

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

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

    Changes to employee home office deductions for 2020

    Helping your client wind down their private corporation

    Canada Emergency Response Benefit: What your clients should know about the program

    Deducting home office expenses for employees during the pandemic

    Federal tax & income support measures to combat the effects of COVID-19

    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

2022 Tax Planning – Quick Reference Guide

Research and information in income tax and estate planning adds value to the advisor and investor relationship. We know an informed advisor makes a stronger outcome for the client.

2021 Federal Budget

How will the latest Federal Budget affect you? Our team of tax and economic experts provide insights on our dedicated Federal Budget page.