June 2022 - Kerr Financial



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Family Cottage

A family cottage might be one of those love/hate things we go through in life. You love the memories, time with the family and time away to decompress...

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Categories: Estate & Trust, Financial Planning, The Kerr Report Tags: cottage, Estate Planning, tax planning, trusts, will planning, Wills
Updating Your Financial Plan

Updating Your Financial Plan If we have learned anything in the past year, it is that the world can change in a heartbeat. Going back over the last tw...

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Categories: Financial Planning, Investment Management, The Kerr Report Tags: fee only, financial advisor, Financial Plan, Financial Planning, inflation, updating your financial plan
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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