July 2018 - Kerr Financial



Archives
Q2 – 2018 Quarterly Review

It was an eventful three months across financial markets, with a plethora of economic data, global trade developments and monetary policy matters to k...

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Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q2 2018 Commentary, Q2-2018 Review
Bequeathing the Family Cottage

Love Your Summer Cottage Here's a story we hear often: Charlie loves the family cottage – the whole family does!  The kids practically grew up ther...

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Categories: Estate Settlement & Administration, Personal Financial Planning Tags: cottage, Estate Planning, integrated services, summer, wealth management strategy
Your Home: A riskier investment than you might think

For many households the purchase of a home is the single largest investment One rarely considers the amazing family barbeques in the backyard when buy...

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Categories: Investment Management, Personal Financial Planning Tags: home as an investment, integrated services, Investment, real estate, wealth management strategy
Should We Buy a Student Property for Our Child?

The decision to rent or buy? It’s an exciting time for the Smith family. Anna, an only child, begins university in the fall, where she will live on ...

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Categories: Investment Management, Personal Financial Planning Tags: financial interests, integrated services, Investment, Rent or Buy, University, wealth management strategy
The benefits of working with an integrated team

The benefits of working with an integrated team when managing your taxes, investments and estate planning! It’s an exciting time for David and Saman...

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Categories: Accounting Services, Estate Settlement & Administration, Investment Management, Personal Financial Planning Tags: family CFO, financial complexity, financial interests, integrated services, wealth management strategy
World-Cup Investment Advice

Twenty-four years this month Roberto Baggio stood alone on the soccer pitch of the Rose Bowl in Pasadena, California. Baggio, the star-forward for the...

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Categories: Investment Management, Personal Financial Planning Tags: 1994 world cup, Roberto Baggio, world cup financial advice, world cup investment advice
Montreal Office Kerr Financial
1 Place Ville Marie, Suite 1680
Montreal, QC, H3B 2B6
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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