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

Cathrin Wahlqvist

Fund Accountant

Montreal Office Kerr Financial
1000 Sherbrooke St. W, Suite 1600
Montreal, QC, H3A 3G4
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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