October 2020 - Kerr Financial



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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...

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Categories: Investment Management, Personal Financial Planning 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...

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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...

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Categories: Investment Management, Personal Financial Planning Tags: Canadian, Charitable Donation, fee only, Feeonly, Financial Advice, Financial Planning, Mortgage, Stocks
Real Estate vs 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 ...

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Categories: Investment Management, Personal Financial Planning 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...

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