July 2019 - Kerr Financial

Q2 – 2019 Quarterly Review

The first half of 2019 has been a peculiar period for investors. Following a sharp correction at the tail end of 2018, financial markets rebounded str...

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Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q2-19 Quarterly Review
Insights on the value and purpose of wealth

The Purpose of Our Wealth  As most of us embark on our professional journeys, initial financial priorities are often clear:  earn money to pay off b...

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Categories: Estate & Trust, Financial Planning, Investment Management Tags: integrated wealth management, investment management, Tax, wealth management
How to supersize your retirement with your home equity

Supersize your retirement Retiring Canadians are downsizing their homes to supersize their lives in retirement.   If you are considering how to  ma...

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Categories: Accounting & Tax, Financial Planning, Investment Management, Kerr in the Media Tags: investments, Krista Kerr, retirement, wealth management
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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