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Estate planning for assets that are owned by you outside of Canada – Part 2 of 2

From the desk of Robert J. Kerr - Part 2 of 2 Estate planning for assets that are owned by you outside of Canada Most countries have estate tax or suc...

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Categories: Estate & Trust, Financial Planning, Investment Management Tags: 11 Million Exemption, Estate Planning, estate tax, Non-U.S. Citizen Exemption, Tax rules on death, Tax rules upon death, US Estate Tax, Wills, Wills & Trusts
Estate Planning Considerations – Part 1 of 2

From the desk of Robert J. Kerr - Part 1 Estate Planning: What is involved? Estate planning is a personal responsibility for all of us, and it require...

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Categories: Estate & Trust, Financial Planning, Investment Management Tags: Capital Gains, Donations to charities, Estate Planning, Final Tax Returns, Financial Plan, Tax rules on death, Tax rules upon death, Wills, Wills & Trusts
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
Expecting a Liquidity Event? Here are Five Steps You Can Take To Optimize Your Financial Resources

Five Steps to Optimize your Financial Resources before a Liquidity Event A liquidity event is much more than just a sudden inflow of capital. For many...

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Categories: Accounting & Tax, Estate & Trust, Financial Planning, Investment Management Tags: Financial Plan, Inheritance, investment strategy, liquidity event, selling your business, tax optimization
How to reach your financial finish line!

Wealth accumulation, distribution, or transfer? Mending the financial planning generation gap How much accumulated wealth is needed to retire? How sho...

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Categories: Estate & Trust, Financial Planning, Investment Management Tags: Financial Plan, generation, Investment, investment strategy, retirement, Stages, Stories, Transfer, Wealth transfer
Can we benefit from a Registered Disability Savings Plan (RDSP)?

Registered Disability Savings Plan: Financial Support for Individuals with Disabilities The federal government introduced the RDSP in 2008 to help all...

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Categories: Estate & Trust, Financial Planning, Investment Management Tags: Canadian, DTC, fee only, Feeonly, Financial Advice, Financial Planning, integrated investment, RDSP, Registered Disability Savings Plan
The Advantages of Dealing with A Financial Planner

3 Advantages of Dealing with A Financial Planner The tools available to self-directed individuals to help them manage their personal finances has grow...

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Categories: Accounting & Tax, Estate & Trust, Financial Planning, Investment Management Tags: Canadian, fee only, Feeonly, Financial Advice, Financial Planning, integrated investment, investment strategy, multi-manager
Conquering Your First IPO

Conquering Your First IPO Congratulations, it’s finally here! The tech start-up you’ve been working so tirelessly for is about to go public. While...

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Categories: Estate & Trust, Financial Planning, Investment Management Tags: integrated wealth management, investment management, Tax, wealth management
Insights on the value and purpose of wealth

The Purpose of Our Wealth  As most of us embark on our professional journeys, initial financial priorities are often clear:  earn money to pay off b...

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Categories: Estate & Trust, Financial Planning, Investment Management Tags: integrated wealth management, investment management, Tax, wealth management
THE BENEFITS OF AN INTEGRATED TEAM

Could you benefit from an integrated team? Kerr's Toronto Wealth Management Team - recently participated by including a piece in the Toronto City Post...

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Categories: Accounting & Tax, Estate & Trust, Financial Planning, Investment Management, Kerr in the Media Tags: Estate Planning, integratedwealthmanagement, investments, Krista Kerr, Tax, Toronto, wealth management
THE BENEFITS OF AN INTEGRATED TEAM

Krista Kerr - Could you benefit from an integrated team? Krista Kerr, CEO of Kerr Financial discusses some of the benefits of working with an integrat...

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Categories: Estate & Trust, Financial Planning, Investment Management, Kerr in the Media Tags: investments, Krista Kerr, Tax, wealth management
Bequeathing the Family Cottage

Love Your Summer Cottage Here's a story we hear often: Charlie loves the family cottage – the whole family does!  The kids practically grew up ther...

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Categories: Estate & Trust, Financial Planning Tags: cottage, Estate Planning, integrated services, summer, wealth management strategy
The benefits of working with an integrated team

The benefits of working with an integrated team when managing your taxes, investments and estate planning! It’s an exciting time for David and Saman...

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Categories: Accounting & Tax, Estate & Trust, Financial Planning, Investment Management Tags: family CFO, financial complexity, financial interests, integrated services, wealth management strategy
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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