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Q4 – 2021 Quarterly Review

After experiencing one of the sharpest and deepest economic recessions in modern history in 2020, the global economy entered a period of recovery in 2...

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Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q4-21 Quarterly Review
“Snowbird’s dilemma” Buying versus renting and 7 factors to consider

“Snowbird’s dilemma” Buying versus renting and 7 factors to consider Are you a snowbird facing the dilemma of whether to buy or rent a property ...

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Categories: Accounting & Tax, Estate & Trust, Financial Planning, Investment Management Tags: Canada-U.S. tax, Florida, Rent vs Buy, retirement, Snowbird, U.S., U.S. Estate Tax, U.S. Property, U.S. Tax
Selling your business this year? Here is what you should be doing!

Selling your business?  Here are 3 options & the steps you can take now If you are a business owner who is ready to move on from what you worked ...

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Categories: Accounting & Tax, Financial Planning, Investment Management Tags: Business, getting the most for your business, sale of business, selling your business, Shares or assets, small business
Book recommendations for your last minute gifts!

The Gifts that Keep on Giving With the holiday season fast approaching, some of us may be struggling to find gifts ideas for the younger members of ou...

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Categories: Financial Planning, Investment Management Tags: books, finance, financial books, financial literacy, gift-ideas, gifts, last minute shopping, last-minute gifts, millennials
Q3 – 2021 Quarterly Review

Increased market volatility in the final weeks of September defined a relatively sanguine quarter for capital markets.  The contours of the pandemic ...

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Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q3-21 Quarterly Review
Montreal Office Kerr Financial
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Montreal, QC, H3B 2B6
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150 York Street, Suite 1212
Toronto, ON, M5H 3S5
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