June 2021 - Kerr Financial



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Expecting a Liquidity Event? Here are Five Steps You Can Take To Optimize Your Financial Resources

Five Steps to Optimize your Financial Resources before a Liquidity Event A liquidity event is much more than just a sudden inflow of capital. For many...

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Categories: Accounting & Tax, Estate & Trust, Financial Planning, Investment Management Tags: Financial Plan, Inheritance, investment strategy, liquidity event, selling your business, tax optimization
How to reach your financial finish line!

Wealth accumulation, distribution, or transfer? Mending the financial planning generation gap How much accumulated wealth is needed to retire? How sho...

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Categories: Estate & Trust, Financial Planning, Investment Management Tags: Financial Plan, generation, Investment, investment strategy, retirement, Stages, Stories, Transfer, Wealth transfer
Montreal Office Kerr Financial
1000 Sherbrooke St. W, Suite 1600
Montreal, QC, H3A 3G4
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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