Kerr Financial Group

Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial professionals.

This information provided by Kerr Financial Group

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Company Overview

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Our mission is to help successful Canadian families to keep financially healthy: •By providing truly integrated, comprehensive wealth management services; •Through proactive, ongoing client relationships and engagements; •Focussed on Canadian families with $2 to $200 million of personal wealth; •Working with clients throughout their lifetimes and through the generations of their families

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Our Capabilities

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We provide financial services with senior professional expertise, all available in one office advising on Investments, Financial Planning, Estates and Trusts, Accounting, all integrated at the highest level.

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Typical Client

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We are a boutique firm that has been servicing clients with a fully integrated platform for over 30 years. We provide services on a fee for service basis ensuring complete objectivity and have been successfully assisting in the continium of wealth from one generation to the next through advising and planning.

This information provided by Kerr Financial Group

Year Established:

1979

Founding Family Name:

Robert J. Kerr

What are the primary generations your firm serves?

Do you offer governance services? Yes

Do you offer services related to philanthropy? Yes

Do you offer trustee services? Yes

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Contact

Robert P.D. Kerr

Vice President, Kerr Financial Advisors

514-871-8213

rpdkerr@kerrfinancial.ca

Headquarters

1000 Sherbrooke West, suite 1600
Montreal QC H3A3G4
Canada

United States

Other Office Locations

Toronto, Ontario, Canada

Category

Financial Service Providers

Advisor Type(s)

Investment Consultant

Multi-Family Office

Wealth Advisor

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Kerr Financial Group

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