phil, Author at Kerr Financial



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Q2 – 2023 Quarterly Review

The global economy has proven to be much more resilient than most investors had expected at the outset of 2023, on account of pent-up consumer demand,...

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Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q2-2023 Quarterly Review
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
Q1 – 2023 Quarterly Review

Markets picked up where 2022 left off, as the broad rally that started at the end of October continued into January.  Investors (once again) anticipa...

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Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q1-2023 Quarterly Review
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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