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Have Questions About Your Financial Future?

Our established team at Kerr Financial have the answers. Let’s create an effective plan together.

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Customized Financial Services From Our Family to Yours

For over four decades, we have maintained our commitment to treating you, our client, like a member of our family. We aim to understand your concerns and values and provide you with support you can trust.

The Kerr difference

Comprehensive Wealth Management Tailored to Your Unique Needs

Kerr Financial is a boutique, fee-only Personal Wealth Management Firm providing all of the financial services your family needs from an established team you can depend on. Through our group of companies, we provide a full range of services to help you build and preserve your legacy. We work with three specialized service segments to meet your unique needs:

Designed to deliver essential financial guidance to next-generation clients in the wealth building phase

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Providing holistic financial planning and customized advisory services to successful Canadians

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Offering personalized wealth management and family governance services to our most sophisticated families

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Whether your needs are complex or more straightforward, the dedicated team of professionals working through our group of companies are experts in Family Office management, Investment Management, Financial Planning, Accounting & Tax Advisory, and Estate Settlement – and they work together to deliver thoughtful, customized solutions.

Customized Financial Advisory Services

Unlock Your True Potential With Life Coaching Services

Kerr Financial is a full service integrated financial services firm. Learn more about the services we offer and how we can align with you and your family’s specific needs.