December 2019 - Kerr Financial



Archives
Conquering Your First IPO

Conquering Your First IPO Congratulations, it’s finally here! The tech start-up you’ve been working so tirelessly for is about to go public. While...

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Categories: Estate Settlement & Administration, Investment Management, Personal Financial Planning Tags: integrated wealth management, investment management, Tax, wealth management
Should we buy a condo for our child?

Should we buy a condo for our child? It’s an exciting time for the Smith family. Anna, an only child, begins university in the fall, where she will ...

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Categories: Investment Management, Personal Financial Planning Tags: integrated wealth management, investment management, Tax, wealth management
Is Now the Right Time to Sell my Business?

As a business owner, the right time to sell a business is difficult to determine.  There are many factors beyond one’s control that could affect th...

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Categories: Investment Management, Personal Financial Planning Tags: integrated wealth management, investment management, Tax, wealth management
Impact Investing

Making a Measurable Contribution to the World while Earning a Financial Return The world of investing has significantly evolved over the past 20-30 ye...

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Categories: Investment Management, Personal Financial Planning Tags: integrated wealth management, investment management, Tax, wealth management
6 Best Practices to Prevent ID Theft and Fraud

Best Practices to Prevent ID Theft and Fraud Sir Richard Branson disclosed recently that a person posing as him had called a successful business man a...

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Categories: Investment Management, Personal Financial Planning Tags: integrated wealth management, investment management, Tax, wealth management
Tax Free Savings Account – the TFSA

Tax Free Savings Account - TFSA Much more than a savings account Recently, I was having a glass of wine with a friend and we started talking about my ...

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Categories: Investment Management, Personal Financial Planning Tags: integrated wealth management, investment management, Tax, wealth management
MILLENNIAL FINANCIAL HEALTH – IN THE NEW YEAR

At Kerr Financial Group, we help high-net-worth-individuals and their families achieve their wealth management goals which often involves working with...

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Categories: Investment Management, Personal Financial Planning Tags: integrated wealth management, investment management, Tax, wealth management
Financial Year-End Checklist

Once school starts back times seems to fly faster and suddenly it’s the end of the year and we are in the throes of the holiday season!  Before you...

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Categories: Investment Management, Personal Financial Planning Tags: integrated wealth management, investment management, Tax, wealth management
Our November 2019 summary of global economic & financial market events.

Investors focused on a series of positives in November, including stronger-than-expected corporate earnings, decent economic data points, cautious opt...

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Categories: Kerr Market Summaries Tags: currency markets, economic data, economic gains, income markets, market outlook, market summary, november 2019 markets
Our October 2019 summary of global economic & financial market events.

Whether it’s the official transition into the colder months or the spooky holiday, October has been known in the financial world to raise anxiety le...

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Categories: Kerr Market Summaries Tags: currency markets, economic data, economic gains, income markets, market outlook, market summary, october 2019 markets
Q3 – 2019 Quarterly Review

Since the Great Recession, investors have been on the lookout for indicators that could spell the end of the bull market. The third quarter of 2019 wa...

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Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q3 2019 Quarterly Review
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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