Financial Planning | Kerr Financial



Celebrate! 40 Years with 40 Tax Tips

  Kerr Financial turns 40 years old!  Over the years we have worked with many successful Canadian families, helping them maximize their personal...

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Categories: Accounting & Tax, Financial Planning, Investment Management Tags: integrated wealth management, investment management, Tax, wealth management
How to supersize your retirement with your home equity

Supersize your retirement Retiring Canadians are downsizing their homes to supersize their lives in retirement.   If you are considering how to  ma...

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Categories: Accounting & Tax, Financial Planning, Investment Management, Kerr in the Media Tags: investments, Krista Kerr, retirement, 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
Your Home: A riskier investment than you might think

For many households the purchase of a home is the single largest investment One rarely considers the amazing family barbeques in the backyard when buy...

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Categories: Financial Planning, Investment Management Tags: home as an investment, integrated services, Investment, real estate, wealth management strategy
Should We Buy a Student Property for Our Child?

The decision to rent or buy? It’s an exciting time for the Smith family. Anna, an only child, begins university in the fall, where she will live on ...

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Categories: Financial Planning, Investment Management Tags: financial interests, integrated services, Investment, Rent or Buy, University, 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
World-Cup Investment Advice

Twenty-four years this month Roberto Baggio stood alone on the soccer pitch of the Rose Bowl in Pasadena, California. Baggio, the star-forward for the...

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Categories: Financial Planning, Investment Management Tags: 1994 world cup, Roberto Baggio, world cup financial advice, world cup investment advice
PRE-MARRIAGE ADVICE TO MEGHAN AND HARRY

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

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Categories: Accounting & Tax, Estate & Trust, Financial Planning, Kerr in the Media Tags: investments, Krista Kerr, Tax, wealth management
PROPOSED CHANGES – THE TAXATION OF PRIVATE CORPORATIONS

In the March 22, 2017 federal budget, the government announced that, in order to achieve a more equitable tax system, tax planning strategies involvin...

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Categories: Accounting & Tax, Financial Planning Tags: consultation paper, converting corporate income into capital gains, equitable tax system, income splitting, March 22 2017 Budget, passive investment income, private corporations, tax planning, tax planning strategies
How to make the most of your stock-option benefits

Tax, investment & financial planning strategies you need to know Stock options can be a lucrative bonus for high-achieving employees or a remunera...

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Categories: Accounting & Tax, Financial Planning Tags: alternative remuneration, preferential tax treatment, stock option benefits, stock options, taxable employment benefit
Make 2017 the year you take charge of your Finances!

Take control  of your finances with these easy financial planning guidelines The new year is well underway and it appears 2017 will be a year of con...

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Categories: Accounting & Tax, Financial Planning Tags: easy financial planning, financial resolutions, improving finances, loan interest tax-deductible, net worth analysis, Paying-off debt, RRSP, TFSA
Montreal Office Kerr Financial
1000 Sherbrooke St. W, Suite 1600
Montreal, QC, H3A 3G4
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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