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

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Kerr Support & Admin
Cristina Altares

Estate Administration Specialist

Vicky Batzios

Compliance Associate

Wendy Biss

Executive Assistant

Loretta Downing, CHRP

HR Advisor

Patricia Gasc

Executive Assistant

Christy Grant

Bookkeeper

Lily Niedbalski

Internal Accounting

Armaghan Niroumand

Accounting Technician

Renée Pierre-Pétion

Administrative Assistant/Receptionist

Eva Revelakis

Investment Management Administrator

Charmaine Smith

Investment Management Administrator

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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