The Family Cottage: Managing Tax and Trust implications for Your Legacy For many, a family cottage is a treasured getaway, a place of relaxation and c...

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

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

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

There are many types of Trusts that can be created but the one that stands out for couples is a Joint Partner Trust because of its unique estate plann...

The end of the year is almost here and many of us are looking forward to 2023. High inflation and rising interest rates have made managing our finance...

Overview of the Tax-Free First Home Savings Account (FHSA) As part of the 2022 Budget, the federal government introduced the Tax-Free First Home Savin...

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...

6 Tips to improve your 2022 Financial Resolutions The new year is under way and before you get to lost in your day-to-day activities, consider taking ...

“Snowbird’s dilemma” Buying versus renting and 7 factors to consider Are you a snowbird facing the dilemma of whether to buy or rent a property ...

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...

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...

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...

USE IT OR LOSE IT! 5 Steps you can take to protect your accumulated rewards points programs Rewards cards have made their way into our wallets in one ...

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...

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

Bitcoin or Buffett?  Mending the Investment Strategy Generation Gap Bitcoin or Buffett?  You are likely to illicit very polarizing points of view if...

Family Patrimony & Matrimonial Regimes in Quebec What Are the Impacts to Marriage? In Québec, if you are married or in a civil union then your ci...

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

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

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...

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...

The benefits and challenges of inheriting the family cottage When thinking of the family cottage it brings up wonderful memories of warm summer nights...

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

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...

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...

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...

Dear Canadian Residents - Your estate might be subject to U.S. estate tax! Most Canadians believe they are far from any exposure to U.S. estate tax be...

Have Harry and Meghan thought through their finances? Krista and Robert share financial tips for all engaged couples, royal or not.     RETURN T...

The Society of Trust and Estate Practitioners(STEP) is a multi-disciplinary organization with the most experienced and senior practitioners in the fie...

In June Krista, Michael Samotis and Pina Kitagawa attended STEP Canada’s 17th Annual National Conference. The Society of Trust and Estate Practition...

Currently, a testamentary trust, which is a trust created in a person’s will, can provide tax savings for a number of years by having its income tax...