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Joint Partner Trusts: What are they and what are their benefits?

There are many types of Trusts that can be created but the one that stands out for couples is a Joint Partner Trust because of its unique estate plann...

Categories: Estate & Trust, Family Office, Financial Planning Tags: Estate Planning, Joint Trust, trusts

Q4 – 2022 Quarterly Review

The final quarter of 2022 offered a much-needed respite from what can only be characterized as a tumultuous year for investors, defined by generationa...

Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q4 2022 Quarterly Review

Year End Financial Checklist

The end of the year is almost here and many of us are looking forward to 2023. High inflation and rising interest rates have made managing our finance...

Categories: Accounting & Tax, Estate & Trust, Family Office, Financial Planning Tags: budgeting, Estate Planning, Financial Forecasting, Financial Planning, Investment Planning, RRSP, tax planning, Wills

Higher Bond Yields

Big Change in Bond Yields On January 1st, the Canadian government 10-year bond had a yield of 1.43%. By the end of October, the yield on that very s...

Categories: Financial Planning, Investment Management Tags: Bonds, Canadian Bonds, Fixed Income Assets, Government Bonds, interest rates, Yields

Helping Your Kids Buy a House

Prices and interest rates rising With prices way up, it will be a real challenge for the next generation to buy a house. Here's the problem: A house t...

Categories: Family Office, Financial Planning, Generational Stewardship, Investment Management, Real Estate Tags: Borrowing, Family Office, FHSA, First Home, Home Buyer’s Plan, House Purchase, interest rates, Lending, Mortgage, real estate, Real Estate Investing, RRSP