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Carol Bezaire

Tax & Estate

Carol Bezaire , PFPC, TEP, CLU, is the vice-president of tax and estate planning at Mackenzie Investments. Carol can be contacted at: cbezaire@mackenzieinvestments.com

Informal trust accounts: How they do and don’t work Informal trust accounts: How they do and don’t work

Estate Planning

Informal trust accounts: How they do and don’t work

Understand the potential benefits and pitfalls for your client

By Carol Bezaire |June 19, 2018

5 min read

Commute this pension or not? Part 2 Fallback Image Decorative pattern

Tax Strategies

Commute this pension or not? Part 2

How a change in client circumstances changes the answer.

By Carol Bezaire |February 3, 2017

2 min read

Tax and ETFs: what you need to know Fallback Image Decorative pattern

Products

Tax and ETFs: what you need to know

ETFs have unique taxation aspects when they’re held in non-registered accounts

By Carol Bezaire |August 10, 2016

4 min read

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