Looking for a retirement home?
If you - or somebody you know - are considering moving into a retirement home, here's a list of questions to consider when choosing a facility.
Mackenzie Investments' TFSA Guide
Click here to download Mackenzie's guide to the Tax-Free Savings Account (TFSA).
Guide to passing on wealth
Planning for death is difficult, because it’s an emotional topic. However, to preserve wealth, it’s important to employ a checklist to enable a thorough discussion and encourage trigger questions. Read more.
Will Planning Checklist
There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences.
Here is a checklist of some of the issues that should be discussed before you make your Will:
Executor’s Handbook
When you become an Executor you are really becoming a legal Trustee with all the rights and responsibilities that come with that position. This handbook provides you with a solid overview of estate settlement and will hopefully provide you with some useful information and tools to expedite your responsibilities in a timely and competent fashion. Read more.
Guide to passing on wealth
Planning for death is difficult, because it’s an emotional topic. However, to preserve wealth, it’s important to employ a checklist to enable a thorough discussion and encourage trigger questions. Read more.
Personal Record Keeper
Take the time to document the important information in your life, such as your household accounts, savings and insurance plans, and who your professional advisors are. Not only is this a convenient way to keep a better handle on your personal and financial information, it also becomes an invaluable tool for your loved ones should anything happen to you.
Integrated Planning
Linking your money with life priorities.
The checklist will help us keep track of our meetings together and what we plan to discuss.
CPP Income Planning Guide
The Canada Pension Plan (CPP) is a mandatory contributory retirement plan that provides you with an inflation-indexed retirement pension, generally beginning at age 65. Read more.
Calculators from Mackenzie Investments
Registered vs. Non-Registered Investing
Investment & Regular Withdrawal
This calculator is for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that this calculator is reliable, accurate or complete or that it will be compatible with your computer.
Eventually everyone retires
The new retirement reality. For years, the baby boom generation has been exerting influence on our culture, politics and the economy. Read more.
Having Crucial Conversations
Estate planning is done to prepare families for the financial circumstances when a loved one passes away. Read more.
Estate Planning
If you have accumulated assets during your lifetime, you likely will want to ensure that wealth transitions cost effectively. Read more.