Robert Kerr founded the firm in 1979 to help individuals become more business-like about their personal finances. Unlike other corporations at the time, which had accountants, lawyers, strategic planners and boards of directors all working to manage finances and plan for the future, individuals and families had no single place to look to for help. As a result, they were missing out on opportunities to coordinate their strategies to save taxes, cut costs and get better risk adjusted investment returns.

As one of the longest-standing personal financial planning firms in Canada, Kerr Financial continues to provide honest, useful financial advice, based on an expert knowledge of investments, risk avoidance, income tax planning and estate strategies. Our approach begins with a deep understanding of our clients’ aspirations and concerns.

As an independently owned, fee-only financial advisory firm, we provide personal financial advice that is free of bias or preconceived solutions, suited to our clients’ personal needs. Objectivity is necessary when it comes to making the best financial choices for clients. We receive no fees from anyone, other than you, our client.

We believe that thoughtful planning comes first: integrating tax, investment, retirement, and estate planning, we build secure, customized strategies to help you grow and protect your wealth. Once the planning is complete, our investment team through Kerr Financial Advisors Inc. will develop a personalized investment plan and select and manage the best investment strategies to implement the plan.

To better serve our clients, we’ve developed three tailored service segments – Kerr Fundamentals, Kerr Integrated, and Kerr Family Office – designed to meet your needs at every stage. Our well-trained experts work together as a team, supported by established systems, to ensure that your financial management is seamless and comprehensive.

We are particularly proud of the people who work with us at Kerr Financial. They are caring and knowledgeable and take the time to search for value in the services they deliver to you. We are proud that our family can continue serving your family in the way you deserve. Robert Kerr has always said he “wants us to be the kind of financial advisor where I would send my own mother for advice – if I wasn’t around.”