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 to Build Retirement Income That Holds Up in Good and Bad Markets

Oct 16, 2026

A retirement income plan that holds up in any market combines two to three years of withdrawals in cash and short-term investments, a ladder of bonds and GICs held to maturity, long-term equity exposure, and regular rebalancing....

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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 - 26 October 2026

A change in the air

The winds have shifted and while we don’t know how long this will last, it’s a sign that market fragility has increased.

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Investor Strategy - November 2026

Stickhandling the headwinds

While November and December are often positive months, they may prove to be challenging this year. It has been a wild year already, which is likely to continue.

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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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