Montreal (514) 871-8213 | Toronto (416) 364-9447

Montreal Office
(514) 871-8213

Toronto Office
(416) 364-9447

Investment Management

Your Journey to a Fulfilling Life

Investment Management

Investment Management

Accounting Services, Investment Management, Personal Financial Planning, Personal Tax Services

Celebrate! 45 Years with 45 Investment Tips!
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Accounting Services, Investment Management, Personal Financial Planning

Managing Concentrated Stock Portfolio Risk: Strategies and Solutions
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Investment Management, Kerr Family Office, Personal Financial Planning

You landed your First Summer Job?
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Investment Management, Personal Financial Planning

Mid-Year Financial Check-Up: Navigating Your Wealth in 2024
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Investment Management, Kerr Family Office, Personal Financial Planning

Empowering Financial Futures: Celebrating Women’s Progress on International Women’s Day
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Investment Management, Personal Financial Planning

Chocolates, Roses, and Stocks: A Canadian Couple’s Guide to Investing this Valentine’s Day
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Investment Management

Shadows or Sunshine: The 2023 Year in Review and a Guide to Investment Strategies for 2024
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Accounting Services, Investment Management, Kerr Family Office, Personal Financial Planning, The Kerr Report

Unlocking Financial Benefits with Prescribed Rate Loans in Canada
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Accounting Services, Investment Management, Personal Financial Planning

It’s a Leap Year! Maximize Your Retirement Savings Before the RRSP Deadline of February 29, 2024!
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Investment Management, Kerr Family Office

Navigating Higher Interest Rates: Exploring Alternative Investment Strategies
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