FAQs
A fully integrated financial services firm advising successful Canadian families since 1979
Kerr Fundamentals
Kerr Integrated
KFA has developed a sound- customized multi-manager approach to investment management built on many years of experience with high net worth and family office client portfolio management which gives you access to world class managers that combine to complement risk adjusted returns. KFC and KFP have a depth of tax and financial planning knowledge and can bring this to your portfolio to ensure its most tax effective management. And we are a small boutique firm so we can provide you a highly customized approach and you will work with the same small team of advisors who know all aspects of your financial situation.
Kerr’s process is customized to your individual needs and informed by deep knowledge of financial planning and tax provided by a team of highly accredited individuals working together. KFA uses an institutional due diligence process to select and monitor managers which gives you co-ordinated access to world class managers that pair well together to optimize risk adjusted returns. With our diversified professional team, we ensure that your investment strategy is well integrated with your family’s overall tax and planning situation to help optimize your overall financial resources.
Kerr Family Office
- Access to a personalized dedicated team of multi-disciplinary professionals
- Objective financial advice and access to all investment managers (not pre conceived solutions)
- Confidentiality and discretion
- Administration of family financial affairs made easy from one location, including storage of confidential documents
- Integration of tax, investment and estate planning strategies to optimize family results
- Peace of mind that all compliance needs are taken care of and opportunities are not being missed
- Access to best practices based on our experience with other successful families like yours
- Experience and sensitivity to ways families can truly sustain their wealth (family education, governance, succession planning, articulation of values and helping you consider the purpose of the family wealth)