June 2023 - Kerr Financial

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Five Investment Themes for 2023

Experienced investors typically approach risk assets with a long-term view, utilizing short-term volatility to invest in themes they believe will pan ...

Categories: Accounting Services, Estate Settlement & Administration, Investment Management, Kerr Family Office, Personal Financial Planning Tags: Artificial Intelligence, Digital Transformation, Economic Overview, Emerging Markets, Financial Plan, investment management, Investment Themes, market outlook

Weighing the Pros and Cons of FHSA, TFSA and RRSP

Canadians now have several tax effective savings vehicles to choose from, with the new tax-tree First-Home Savings Account (“FHSA”), the tax-free ...

Categories: Accounting Services, Estate Settlement & Administration, Investment Management, Kerr Family Office, Personal Financial Planning Tags: Estate Planning, Family Office, FHSA, Financial Planning, RRSP, Savings Accounts, succession, TFSA

Maximizing RESP Benefits: Updated Withdrawal Rules for 2023

Registered Education Savings Plans (RESPs) are an important tool in helping families save for your children’s post-secondary education. RESP account...

Categories: Accounting Services, Estate Settlement & Administration, Investment Management, Kerr Family Office, Personal Financial Planning Tags: canadian economic news, Estate Planning, Financial Plan, integrated wealth management, investment management