Jacqueline Power

Tax & Estate

Jacqueline Power is an assistant vice-president with Mackenzie Investments. She can be reached at jpower@mackenzieinvestments.com.

T1135 reporting: What your clients need to know

Failure to report foreign-source income can result in high penalties

By Jacqueline Power |May 5, 2023

4 min read

Estate planning with trusts

Help your client benefit from these important tools

By Jacqueline Power |August 12, 2022

4 min read

Programs and incentives to help first-time homebuyers

These initiatives can help clients enter the housing market

By Jacqueline Power |March 31, 2022

4 min read

Help your client with tax-efficient charitable giving

Use these tips to make the most of a donation tax credit

By Jacqueline Power |November 23, 2021

4 min read

Avoid cross-border pitfalls with TFSAs

U.S. tax rules can lead to TFSA troubles

By Jacqueline Power |July 9, 2021

4 min read

Severance planning: What your client should consider

Use these tips for discussions and decision-making

By Jacqueline Power |March 2, 2021

3 min read

What clients should know about CERB

Rules govern coordination with other benefits, repayment

By Jacqueline Power |June 18, 2020

4 min read

Common RDSP misconceptions

The Registered Disability Savings Plan requires proper planning

By Jacqueline Power |March 3, 2020

3 min read

Planning for blended families using trusts

Complex families can have complex needs

By Jacqueline Power |October 16, 2019

4 min read