KFA (Kerr Financial Advisors Inc.): KFA, registered in Ontario, Quebec, BC and Alberta as a Portfolio Manager and Investment Fund Manager, provides investment management services including discretionary portfolio management and portfolio oversight. Our team is committed to helping clients achieve their financial goals through disciplined, client-focused investment strategies. For further information please refer to our Relationship Disclosure Information document which provides information about our roles and responsibilities and the services offered as well as other useful information about the Client-Firm relationship.

KFC (Kerr Financial Consultants Inc.): KFC provides holistic, personalized financial planning, family governance and engagement, and estate administration services. In the Province of Quebec, KFC also provides accounting services including preparation of financial statements and compilation engagements and tax return preparation, filing and tax administration services.

KFP (Kerr Financial Professional Corporation): In Ontario, our related company, KFP, provides accounting services including preparation of financial statements and compilation engagements and tax return preparation, filing and tax administration services.