Tax & Estate Planning

At Mackenzie Investments we understand that effective tax and estate planning are integral parts of the financial planning process. Your financial advisor can help you find the strategies that are right for you.

With some upfront planning, investors can incorporate tax-saving strategies into their financial plans.

 

Tax Planning >

Estate Planning >

 Business Owner Planning >

 Tax Insights >

Tax Rates >

 Tax & Estate Planner >

 Tax & Estate Planning Group >

Tax Planning by Private Corporations >

2018 Federal Budget Bulletin >

2019 Federal Budget Bulletin >

Informal Trust Accounts (“ITF”) - How They Work(and Don’t Work) >

 Tax Traps when Converting Homes into Income Properties >

 Help maximize RDSP carry forwards >

CPP Enhancements and What Your Clients Need to Know >

 An Alternative to Post-mortem Pipeline Planning >

Year-End Income Tax Strategies for Canadians 2018 >

2019 Tax & Estate Planning Cards

The information provided is general in nature and is provided with the understanding that it may not be relied upon as, nor considered to be, the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants and/or lawyers for advice on the specific circumstances before taking any action.