Financial Planning | Kerr Financial


Have Harry and Meghan thought through their finances? Krista and Robert share financial tips for all engaged couples, royal or not.     RETURN T...

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Categories: Accounting & Tax, Estate & Trust, Financial Planning, Kerr in the Media Tags: investments, Krista Kerr, Tax, wealth management

In the March 22, 2017 federal budget, the government announced that, in order to achieve a more equitable tax system, tax planning strategies involvin...

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Categories: Accounting & Tax, Financial Planning Tags: consultation paper, converting corporate income into capital gains, equitable tax system, income splitting, March 22 2017 Budget, passive investment income, private corporations, tax planning, tax planning strategies
How to make the most of your stock-option benefits

Tax, investment & financial planning strategies you need to know Stock options can be a lucrative bonus for high-achieving employees or a remunera...

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Categories: Accounting & Tax, Financial Planning Tags: alternative remuneration, preferential tax treatment, stock option benefits, stock options, taxable employment benefit
Make 2017 the year you take charge of your Finances!

Take control  of your finances with these easy financial planning guidelines The new year is well underway and it appears 2017 will be a year of con...

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Categories: Accounting & Tax, Financial Planning Tags: easy financial planning, financial resolutions, improving finances, loan interest tax-deductible, net worth analysis, Paying-off debt, RRSP, TFSA
Montreal Office Kerr Financial
1000 Sherbrooke St. W, Suite 1600
Montreal, QC, H3A 3G4
Tel: (514) 871-8213
Fax: (514) 393-9516

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Toronto Office Kerr Financial
150 York Street, Suite 1212
Toronto, ON, M5H 3S5
Tel: (416) 364-9447
Fax: (416) 364-0892

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