Kerr Values | Kerr Financial

Kerr Financial is a fee-only financial advisory firm that is independently owned. We take pride in doing what’s right for our clients, staff and the communities where we live and work.  We work to provide an environment of caring and trust that fosters individual leadership where we support one another to learn new skills in the spirit of continuous improvement.

Our mission is to keep busy, successful Canadian families financially healthy and to help them build legacies for their children and future generations.  We believe in a number of simple values:

Treat our clients with respect and integrity, just the way we would want our mothers treated if we weren’t here to advise them.  Really listen to our clients and hear them.  Get to know them and their families intimately.  Truly care and be empathetic to their needs.  Go the extra mile to provide good, personalized service.

Deliver true value for the fees we charge.  We want to charge reasonable fees and strive to achieve tax savings, improved investment returns and financial peace of mind.

There is real value in having all of your financial affairs looked after from one office, provided it has competent, experienced professionals who care about you.

Take a consistent and disciplined approach to financial management.  Wealth is built slowly and steadily and we discourage those who want to play games with their money, take foolish risks and chase every fashion of the day.

Total, uncompromised honesty in all of our dealings.

Support our staff in an atmosphere of caring and trust.  Our staff is our greatest asset and we are proud of the firm and the people who work here.

Financial services

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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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