At Mackenzie, we understand that effective tax and estate planning are an important part of the financial planning process. To help you provide the best outcomes for your clients, Mackenzie’s Tax and Estate Team updates its tax cards twice a year.
The updated 2024 mid-year tax cards include all provincial/territory marginal tax rates for income level and type: interest, capital gains, dividends, EI/CPP, personal/corporate income tax and more.
This card includes personal tax brackets for all provinces, including interest and regular income, capital gains and both eligible and non-eligible dividends.
Tax planning quick reference guide
In this quick reference guide, you’ll find provincial tax rates, attribution rules, EI/CPP/QPP premiums and more.
Income in a corporation
Use this card as your guide to taxation on investment income earned in a corporation.
Estate planning quick reference guide
Our updated quick reference guide includes the updated 2024 rates and rules.
This should not be construed as legal, tax or accounting advice. This material has been prepared for information purposes only. The tax information provided in this document is general in nature and each client should consult with their own tax advisor, accountant and lawyer before pursuing any strategy described herein as each client’s individual circumstances are unique. We have endeavored to ensure the accuracy of the information provided at the time that it was written, however, should the information in this document be incorrect or incomplete or should the law or its interpretation change after the date of this document, the advice provided may be incorrect or inappropriate. There should be no expectation that the information will be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise. We are not responsible for errors contained in this document or to anyone who relies on the information contained in this document. Please consult your own legal and tax advisor.