Family Office Archives - Kerr Financial

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Joint Partner Trusts: What are they and what are their benefits?

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...

Categories: Estate & Trust, Family Office, Financial Planning Tags: Estate Planning, Joint Trust, trusts

Year End Financial Checklist

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...

Categories: Accounting & Tax, Estate & Trust, Family Office, Financial Planning Tags: budgeting, Estate Planning, Financial Forecasting, Financial Planning, Investment Planning, RRSP, tax planning, Wills

Helping Your Kids Buy a House

Prices and interest rates rising With prices way up, it will be a real challenge for the next generation to buy a house. Here's the problem: A house t...

Categories: Family Office, Financial Planning, Generational Stewardship, Investment Management, Real Estate Tags: Borrowing, Family Office, FHSA, First Home, Home Buyer’s Plan, House Purchase, interest rates, Lending, Mortgage, real estate, Real Estate Investing, RRSP

Holiday Gift Guide

For some of us, the holiday season brings the added stress of finding gift ideas for family and friends. The situation certainly becomes that more cha...

Categories: Family Office Tags: Gift Giving, Holiday Gift Guide, Investing Education, Investment Books

Everything you need to know about the new Tax-Free First Home Savings Account (FHSA)

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...

Categories: Accounting & Tax, Estate & Trust, Family Office, Financial Planning, Generational Stewardship, Real Estate Tags: Borrowing, Family Office, FHSA, First Home, House Purchase, interest rates, Lending, Mortgage, real estate, Real Estate Investing