In Canada there is expected to be a significant wealth transfer over the next 20 years–worth approximately $1 trillion.[i] Those fortunate enough to...

The concept of a Family Office (FO) has been around for many years. Today, as a family’s financial complexity increases, the need arises where it ma...

This is the ‘million dollar’ question, isn’t it.  And if you are like many soon to be retirees, you are no doubt concerned as to whether you ha...

Every year, tax authorities make millions of dollars at the expense of taxpayers not claiming all tax deductions and credits available to their family...

As a business owner, the right time to sell a business is difficult to determine.  There are many factors beyond your control that could affect the u...

We were honoured to learn that Kerr Financial was recently recognized as one of eight best advisors in the Montreal and Ottawa region by AdvisoryHQ Ne...

March’s market performance continued with the positive momentum that finally took hold in the latter part of February.  A number of risk factors th...

April’s market performance tentatively continued the upward trajectory that launched in late February.  This month’s trading saw equity markets e...