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Mackenzie Tax and Estate Team
Meet our tax and estate planning experts
The Mackenzie Tax and Estate Team is composed of accounting and legal professionals whose expertise spans personal and business tax, succession, intergenerational wealth, disability and estate planning. Together they work with financial advisors to resolve the complex planning needs of Canadians.
Tim leads a team of tax, legal and advanced wealth planning professionals who provide pertinent perspective and expertise to support advisors in addressing the complex planning needs of their clients.
Tim has spent his career in wealth management, specifically in estate/trust administration, high/ultra-high net worth planning, business and farm transition and continuity, cross border planning, inter-generational wealth transfer, tax strategies, legacy planning, philanthropy, trust and estate planning, and disability planning, among others.
Tim completed the CPA Canada In-Depth Tax Program and has earned the Masters Financial Advisor–Philanthropy (MFA-P), Trust and Estate Practitioner (TEP) and Family Enterprise Advisor (FEA™) designations. He holds a Bachelor of Laws (LLB) and a Master of Laws (LLM) from California Western School of Law, and a Master of Laws in Taxation Law (LLM) from Osgoode Hall Law School at York University.
He is a frequent columnist for Advisor.ca. Find the repertoire of his columns here:
Jacqueline Power is Assistant Vice President, Tax and Estate Planning at Mackenzie Investments. Jacqueline joined the team as a Bilingual Specialist in 2011 and has been with Mackenzie Investments for over 25 years. Jacqueline works with financial advisors to help them with their tax and estate planning needs. To accomplish this, she delivers presentations to advisors and investors, meets with advisors one on one and answers their questions by phone and email.
Jacqueline is also a frequent columnist for Advisor.ca. Find the repertoire of her columns here:
Guerlane Noël is a Director, Tax and Estate Planning at Mackenzie Investments, with responsibilities for Quebec. She joined the company in 2019 and has a background in professional taxation in both the public and private sectors. At Revenu Québec, she gained experience in tax litigation. Prior to that, she worked for Canada Revenue Agency and at a private accounting firm. Guerlane holds the Chartered Professional Accountant designation (CPA, CGA) and earned a graduate diploma in Taxation from HEC Montréal.
Vivek Bansal is a Director, Tax and Estate Planning at Mackenzie Investments. He joined the company in 2019 and has 10 years of professional experience in personal and corporate tax planning. Prior to Mackenzie, Vivek worked at a leading dealer, where he devised tax and estate planning strategies for financial advisors. He holds the Chartered Professional Accountant (CPA), Chartered Accountant (CA), and the Trust and Estate Practitioner (TEP) designation with Society of Tax and Estate Practitioners (STEP Canada).
Vivek is also a frequent columnist for Advisor.ca. Find the repertoire his columns here:
Alyssa Mitha is a Director, Tax and Estate Planning at Mackenzie Investments. She joined the company in 2023 and is located in the Calgary office, working primarily with sales teams in Alberta, British Columbia, and Saskatchewan. Alyssa has extensive experience in Trust and Estates. Her comprehensive legal background as an estate planning and probate lawyer equips her with a deep understanding of complex tax and estate planning matters. Alyssa maintains active licenses to both the Law Society of Ontario and the Law Society of Alberta. She is also a member of the Society of Tax and Estate Practitioners (STEP Canada) and the Estate Planning Council of Calgary.