August 2021 - Kerr Financial



Archives
Power of Attorney
Why you need a Power of Attorney

Why you need a Power of Attorney (“POA”) When reviewing financial affairs from a legal standpoint, most individuals ensure that their will is up t...

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Categories: Estate & Trust, Financial Planning Tags: Estate Planning, Financial Plan, Integrated investing, integrated wealth management, POA, Power of Attorney, Risk Management, Will
Inflation
Inflation! 3 Steps You Can Take to Protect Yourself.

Inflation- How it affects your financial plan and what can you do to protect yourself? Rising inflation is making financial planning more important as...

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Categories: Financial Planning, Investment Management Tags: Financial Plan, inflation, Integrated investing, integrated wealth management, protect against inflation, stagflation, what is inflation
ESG Investing
Responsible investing

Your Money, Your Values Historically, the two main considerations when it came to investing were risk and return. However in recent years investors ha...

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Categories: Financial Planning, Investment Management Tags: environment, ESG, Integrated investing, integrated wealth management, Investing, Responsible Investing
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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