October 2020 - Kerr Financial

Archives

How to build a sustainable investment strategy (ESG)

Build a sustainable investment strategy (ESG) in your portfolio A Tipping Point In the world of epidemiology, the tipping point is known as when epide...

Categories: Financial Planning, Investment Management Tags: Alternative Investments, Canadian, fee only, Financial Planning, integrated investment, investment strategy, multi-manager

Q3 – 2020 Quarterly Review

Financial markets continued their upward ascent during the third quarter of 2020, further reinforcing the sharpest but shortest downturn in history. W...

Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q3-20 Quarterly Review

Charitable giving in Canada: What are the benefits and how to best proceed?

Charitable giving in Canada: What are the benefits and how to best proceed? Statistics Canada reported that in 2017 total donations by Canadian tax fi...

Categories: Financial Planning, Investment Management Tags: Canadian, Charitable Donation, fee only, Feeonly, Financial Advice, Financial Planning, Mortgage, Stocks

Real Estate vs Stocks: What is the Right Fit for Your Portfolio?

Real Estate vs Stocks: What is the Right Fit for Your Portfolio? Everyday in Canada individuals invest in real estate and stocks with the objective ...

Categories: Financial Planning, Investment Management Tags: Canadian, fee only, Feeonly, Financial Advice, Financial Planning, Mortgage, real estate, Stocks

The Family Patrimony and Matrimonial Regimes in Québec – What Are the Impacts to Marriage?

Family Patrimony & Matrimonial Regimes in Quebec What Are the Impacts to Marriage? In Québec, if you are married or in a civil union then your ci...

Categories: Estate & Trust, Financial Planning Tags: Canadian, Family Patrimony, Family Patrimony and Matrimonial Regimes in Quebec, fee only, Matrimonial Regimes