The Kerr Team | Kerr Financial

Our qualified team of professional advisors includes Chartered Professional Accountants, Registered Financial Planners, Certified Financial Planners, Chartered Financial Analysts, Trust & Estate Practitioners and more. They have a thorough knowledge of all aspects of personal financial planning and management. Kerr Financial has offices in Montreal and Toronto.

From Our Family To Yours


Kerr Support & Admin
Cristina Altares

Estate Administration Specialist

Vicky Batzios

Compliance Associate

Wendy Biss

Executive Assistant

Colette Brodeur

Wealth Management Administrator

Nancy Dion

Administrative Assistant/Receptionist

Loretta Downing, CHRP

Human Resources Coordinator

Patricia Gasc

Executive Assistant

Shannon McAllister

Tax & Financial Planning Analyst

Lily Niedbalski

Internal Accounting

Eva Revelakis

Investment Management Administrator

Harold Spanier


Cathrin Wahlqvist

Fund Accountant

Montreal Office Kerr Financial
1 Place Ville Marie, Suite 1680
Montreal, QC, H3B 2B6
Tel: (514) 871-8213
Fax: (514) 393-9516

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Toronto Office Kerr Financial
150 York Street, Suite 1212
Toronto, ON, M5H 3S5
Tel: (416) 364-9447
Fax: (416) 364-0892

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