Can you give me some examples of tax and investment integration? - Kerr Financial
Can you give me some examples of tax and investment integration?

Like  other firms we look at your portfolio at year end to see if we should harvest tax losses to offset gains realized in the year.  And we look at how to most tax effectively hold different asset classes between different family accounts depending on the tax attributes of each account.  But with a greater knowledge of your tax situation we can go further.  We identify the benefit of realizing losses to carry back to shelter capital gains realized in previous years.  We harvest additional taxable income in years that it will help to utilize medical or charitable tax credits.  We put in place appropriate income splitting strategies to lower your overall family tax bill.  And we are attuned to the tax attributes of all aspects of your portfolio.

Kerr Financial

About Kerr

Kerr Financial Group was formed in 1979 for the purpose of assisting individuals to maximize their personal financial resources, alleviate their financial and retirement concerns and simplify the administration of their affairs.

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Montreal Office Kerr Financial
1 Place Ville Marie, Suite 1680
Montreal, QC, H3B 2B6
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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