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Q3 – 2024 Quarterly Review

The global economy has shown itself to be resilient with the OECD marginally raising its global growth outlook for the year to 3.2% in early October. ...

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Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q3-24 Quartery Review
Celebrate! 45 Years with 45 Investment Tips!

Kerr Financial turned 45 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
Celebrate! 45 Years with 45 Tax Tips

  Kerr Financial turns 45 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 Tags: Estate Planning, Financial Plan, Financial Planning, real estate, retirement, Tax, wealth management
Celebrate! 45 Years with 45 Financial Planning Tips

  Kerr Financial turns 45 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 Tags: Estate Planning, Financial Plan, Financial Planning, real estate, retirement, Tax, wealth management
Managing Concentrated Stock Portfolio Risk: Strategies and Solutions

Managing Concentrated Stock Portfolio Risk: Strategies and Solutions “Success breeds complacency. Complacency breeds failure. Only the paranoid surv...

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Categories: Accounting & Tax, Financial Planning, Investment Management Tags: Amazon, concentrated investment holdings, diversification, market volatility, Nvidia, single stock, stock benefits, stock options, The magnificent five, volatile markets
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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