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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...

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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...

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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...

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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
Everything you need to know about the new Tax-Free First Home Savings Account (FHSA)

Overview of the Tax-Free First Home Savings Account (FHSA) As part of the 2022 Budget, the federal government introduced the Tax-Free First Home Savin...

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Categories: Accounting & Tax, Estate & Trust, Family Office, Financial Planning, Generational Stewardship, Real Estate Tags: Borrowing, Family Office, FHSA, First Home, House Purchase, interest rates, Lending, Mortgage, real estate, Real Estate Investing
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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