Kerrimuir Portfolios

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Robert L. McDermott

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Your financial compass

Welcome to our practice

We provide financial, estate planning and investment management advice and create customized wealth management solutions to affluent investors, corporate executives, retirees, and business owners.

Driven by our passion to help people achieve peace of mind about their financial security, we focus on capital preservation and research. Acting as your financial compass, we provide direction, control and clarity so you know that you and your family or organization are on track to achieving your goals at every step along your journey.

Latest Blog Posts

How Canadian Eligible Dividends Are Taxed in Ontario (2026)

Oct 08, 2026

In Ontario, eligible Canadian dividends are taxed at lower rates than employment or interest income at every income level, and an investor with no other income can receive roughly $58,000 a year in eligible dividends without paying income tax....

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Why choose Kerrimuir?

Jul 22, 2026

In today's investment landscape, many portfolios are built around chasing the latest market trend, the hottest stock, or the most recent economic headline....

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Kerrimuir Global Balanced

Kerrimuir Portfolios

Global Balanced

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Kerrimuir Canadian Balanced

Kerrimuir Portfolios

Canadian Balanced

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Kerrimuir Global Tactical Index

Kerrimuir Portfolios

Global Tactical Index

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Train arriving, symbolizing timely insights

Market Research

Insights

Get the latest market insights and trends from our internal research experts.

Market Ethos - 13 October 2026

Hedging the bubble

Is your portfolio leaning into the AI bubble? Bonds might not be a diversifier on a week-to-week or month-to-month basis, but they can help offset your portfolio's AI exposure.

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Investor Strategy - October 2026

Proceed with caution

Despite solid economics and earnings helping to manage higher market yields, are signs of strain starting to show after years of strong performance?

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Wooden walkway over windy field

Tax & Estate Planning

Strategies

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Estate planning

2026 year-end tax planning checklist

Effective wealth planning takes place throughout the year.

Take key tax-planning steps before the end of the year to make a positive impact on your overall finances.

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