Investment Management | Kerr Financial



How to build a sustainable investment strategy (ESG)

Build a sustainable investment strategy (ESG) in your portfolio A Tipping Point In the world of epidemiology, the tipping point is known as when epide...

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Categories: Financial Planning, Investment Management Tags: Alternative Investments, Canadian, fee only, Financial Planning, integrated investment, investment strategy, multi-manager
Charitable giving in Canada: What are the benefits and how to best proceed?

Charitable giving in Canada: What are the benefits and how to best proceed? Statistics Canada reported that in 2017 total donations by Canadian tax fi...

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Categories: Financial Planning, Investment Management Tags: Canadian, Charitable Donation, fee only, Feeonly, Financial Advice, Financial Planning, Mortgage, Stocks
Real Estate vs Stocks
Real Estate vs Stocks: What is the Right Fit for Your Portfolio?

Real Estate vs Stocks:  What is the Right Fit for Your Portfolio? Everyday in Canada individuals invest in real estate and stocks with the objective ...

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Categories: Financial Planning, Investment Management Tags: Canadian, fee only, Feeonly, Financial Advice, Financial Planning, Mortgage, real estate, Stocks
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
6 Steps in Choosing a Financial Professional

6 Steps in Choosing a Financial Professional Multiple surveys have concluded that Canadians are most prepared to handle life’s challenges when their...

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Categories: Financial Planning, Investment Management Tags: Canadian, fee only, Feeonly, Financial Advice, Financial Planning, integrated investment, investment strategy, multi-manager
When should you include alternative investments in your portfolio?

“To expect the unexpected shows a thoroughly modern intellect.”- Oscar Wilde This year will provide investors many new lessons to reflect on Whi...

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Categories: Financial Planning, Investment Management Tags: Alternative Investments, Canadian, fee only, Financial Advice, Financial Planning, integrated investment, investment strategy, multi-manager
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
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
How will the Canadian government pay for COVID-19 Spending?

How to pay for the COVID-19 Government Debt? The parliament’s budget office (PBO) has stated that it is likely the federal deficit for the year will...

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Categories: Accounting & Tax, Financial Planning, Investment Management Tags: 3 Steps, Canadian, Covid-19, debt, drowning in debt, get out of debt, help, steps
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
Celebrate! 40 Years with 40 Investment Tips!

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

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Categories: Accounting & Tax, Financial Planning, Investment Management Tags: integrated wealth management, investment management, investment tips, Tax, wealth management
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
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
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
On a Tighter Leash

Earlier this month, the Bank of Canada raised its benchmark interest rate for the second time this year amid signs of broad-based growth in the Canadi...

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Categories: Investment Management, Kerr Market Summaries Tags: asset management, bank of canada, benchmark interest rate, Equity Markets, financial markets, interest rates
What it Means to be Long-Term

At Kerr Financial we employ an institutional multi-manager approach within our investment management methodology, adhering to a disciplined selection ...

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Categories: Investment Management, Kerr Market Summaries Tags: investment management, long term investing, multi-manager approach
U.S. Equities Win “Bigly”!

Markets were on tenterhooks in days leading up to the U.S. election.  In the end, pollsters got it all wrong again as the populist outsider Trump sur...

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Categories: Investment Management, Kerr Market Summaries Tags: canadian economic news, economic news, election aftermath, election market reaction, market news, post Trump election
Spooky Markets

Central banks around the globe worked in unison during the financial crisis to save the world from financial calamity, and have so far remained accomm...

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Categories: Investment Management, Kerr Market Summaries Tags: bull market, economic concerns, economic recovery, financial calamity, financial crisis, spooky markets
Central Bankers Brood – September Market Update

After a summer of relative calm, stable prices and light trading, global equity markets started off September with a rapid decline but eventually reco...

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Categories: Investment Management, Kerr Market Summaries Tags: economic growth, financial markets, globalization, investments, Market Update, trading volume north american markets
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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