Carol Bezaire is Vice President of Tax, Estate and Strategic Philanthropy at Mackenzie Investments, and one of Canada’s leading authorities on matters of tax and estate and charitable giving. She leads a team of 6 Tax and Estate Planning professionals and 2Business Development experts, who all support and offer opportunities to help financial advisors stay well informed in an ever-changing marketplace. The Tax and Estate Planning team also provides support to Mackenzie’s new product initiatives in the area of tax efficiency and strategic philanthropy.
Prior to joining Mackenzie in 2004, Carol spent six years in a similar capacity at another Canadian mutual fund company. Carol also worked for a number of years as an advisor, providing financial and estate planning advice to high-net-worth individuals. In partnership with Sales, Carol and her team conduct numerous tax and estate planning seminars across the country with both advisors and investors.
Carol has accumulated over 25 years of tax and estate experience to help Canadians increase their net worth and preserve the value of their estates.