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
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Kerr Support & Admin
Cristina Altares
Estate Administration Specialist
Vicky Batzios
Compliance Associate
Wendy Biss
Executive Assistant
Colette Brodeur
Wealth Management Administrator
Loretta Downing, CHRP
HR Advisor
Patricia Gasc
Executive Assistant
Lily Niedbalski
Internal Accounting
Eva Revelakis
Investment Management Administrator
Renée Pierre-Pétion
Administrative Assistant/Receptionist
Harold Spanier
Bookkeeper
Cathrin Wahlqvist
Fund Accountant
