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 ...

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Categories: Accounting & Tax, Estate & Trust, Family Office, Financial Planning, Investment Management 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 ...

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Categories: Accounting & Tax, Estate & Trust, Family Office, Financial Planning, Investment Management 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...

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Categories: Accounting & Tax, Estate & Trust, Family Office, Financial Planning, Investment Management Tags: canadian economic news, Estate Planning, Financial Plan, integrated wealth management, investment management
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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