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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Learn more

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

Using a principal residence to earn rental income

If your clients are considering dabbling in the rental market using their principal residence, it’s important for them to be aware of the tax implications

The TFSA: An excellent (but imperfect) account

The Tax-Free Savings Account (TFSA) is an excellent savings plan and one that several Canadians have taken advantage of since its introduction in 2009. But despite the plan’s name, there can be some tax consequences for Canadians.

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

Non-resident executors and the requirement to post bond


Severance planning: What your clients should consider

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

Facts and figures

2021 Tax Planning – Quick Reference Guide

2021 Estate 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.