The Kerr Values

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

The Kerr Values

The Kerr Values

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

We want to work with you for the rest of your lifetime; we want to work with your parents and your friends and your children. We want to be there when you achieve your goals, to celebrate the milestones in your successful lives. To do this we must work to deliver true value for your money.
Robert Kerr

Founder

Our Mission

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 several simple values:

  • Treat our clients with respect and integrity, as we would want our mothers treated if we weren’t here to advise them. We aim to really listen to our clients and hear them while we get to know them and their families on a deeper level. Our team truly cares and is empathetic to their needs, and we go the extra mile to provide practical, 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 integrated and looked after by a group of related companies, 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 our dealings.
  • Support our staff in an atmosphere filled with care and trust. Our staff is our greatest asset, and we are proud of the firm and the people who work here.

Meet Our Team

Meet our qualified teams of professional advisors across our Toronto and Montreal offices and our related group of companies.

Contact Us

Discover how Kerr Financial’s range of services can help you achieve your financial goals.