Tim Brisibe

Tax & Estate

Tim Brisibe, TEP, is Director, Tax & Estate at Mackenzie Investments.

Non-resident executors and posting bond

Clients may need to revise their wills if they’ve named out-of-jurisdiction executors

By Tim Brisibe | May 11, 2021

3 min read

Effective beneficiary designations when converting RRSPs to RRIFs

Help your client avoid these estate planning pitfalls

By Tim Brisibe | October 2, 2020

5 min read

When does an enduring power of attorney become active?

Knowing the answer will help you and your client prepare for incapacity

By Tim Brisibe | May 8, 2020

3 min read

Using the principal residence exemption when transitioning to retirement living

Know the tax implications when moving into care

By Tim Brisibe | July 26, 2018

4 min read

The perils of will kits in estate planning

A will kit might be free or inexpensive, but it might not be valid

By Tim Brisibe | February 9, 2018

3 min read

What happens when parents and adult children are joint tenants?

A look at the pros and cons

By Tim Brisibe | July 18, 2017

4 min read

Your role in intergenerational wealth transfer

An estimated $750 billion will exchange hands in the next decade. Here are some practical tips to help these clients.

By Tim Brisibe | July 4, 2016

2 min read

New tax brackets change donation credit decision

Taxpayers subject to the new 33% tax bracket can take advantage of a new 33% non-refundable tax credit for taxation years beginning 2016.

By Tim Brisibe | January 22, 2016

2 min read

Debt and taxes

A personal representative (executor in some jurisdictions, estate trustee in Ontario, liquidator in Quebec) must deal with estate debts, potential claims against the estate and taxes when a loved one passes.

By Tim Brisibe | October 22, 2012

3 min read