Financial Planning | Kerr Financial



The COVID-19 crisis and 4 things you should do if you have lost your job

4 things you should do if you have lost your job No doubt, the COVID-19 crisis has produced massive layoffs as shown in the unemployment numbers.  In...

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Categories: Accounting & Tax, Careers, Financial Planning, Investment Management Tags: Canadian, Covid-19, employment, fee only, Financial Planning, integrated investment, investment strategy, job loss, lower risk, multi-manager, skills, strategies
The Benefits of Multi-Manager Diversification

Multi-Manager Diversification   A well-diversified portfolio is often overlooked The value of a well-diversified portfolio is often overlooked in...

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Categories: Financial Planning, Investment Management Tags: Canadian, fee only, integrated investment, investment strategy, lower risk, multi-manager
The 10% Temporary Wage Subsidy (TWSE)….How you can qualify!

Much Needed - Payroll Tax Relief for Eligible Employers - through the TWSE In response to the COVID-19 crisis and the ensuing economic fall-out the go...

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Categories: Accounting & Tax, Financial Planning Tags: Canada Emergency Wage Subsidy, Canadian, Covid-19, Employers, Federal Government, small business, Temporary Wage Subsidy, TWSE
Active Investing – a greater value proposition to investors

The Benefits of Active Investing Investors are faced with two competing investment management approached. Active management, whereby a portfolio manag...

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Categories: Financial Planning, Investment Management Tags: active investment, Canadian, fees, integrated investment, Investment, passive investment, return on investment
Tax Loss Harvesting after Covid-19

Opportunity with Tax Loss Harvesting When there is a decrease in asset prices there may be a tax planning opportunity in the form of tax loss harvesti...

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Categories: Accounting & Tax, Financial Planning, Investment Management Tags: integrated wealth management, investment management, Superficial Loss, Tax, Tax Loss Harvesting, wealth management
Should we buy a condo for our child?

Should we buy a condo for our child? It’s an exciting time for the Smith family. Anna, an only child, begins university in the fall, where she will ...

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Categories: Financial Planning, Investment Management Tags: integrated wealth management, investment management, Tax, wealth management
Impact Investing

Making a Measurable Contribution to the World while Earning a Financial Return The world of investing has significantly evolved over the past 20-30 ye...

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Categories: Financial Planning, Investment Management Tags: integrated wealth management, investment management, Tax, wealth management
Financial Year-End Checklist

Once school starts back times seems to fly faster and suddenly it’s the end of the year and we are in the throes of the holiday season!  Before you...

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Categories: 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
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
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
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
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
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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