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
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
