Why should my family consider Kerr as an advisor? - Kerr Financial
Why should my family consider Kerr as an advisor?

We have developed a sound- customized multi-manager approach to investment management built on many years of experience with high net worth and family office client portfolio management which gives you access to world class managers that combine to complement risk adjusted returns.  We have depth of tax and financial planning knowledge and can bring this to your portfolio to ensure its most tax effective management.  And we are a small boutique firm so we can provide you a highly customized approach and you will work with the same small team of advisors who know all aspects of your financial situation.

Kerr Financial

About Kerr

Kerr Financial Group was formed in 1979 for the purpose of assisting individuals to maximize their personal financial resources, alleviate their financial and retirement concerns and simplify the administration of their affairs.

Resources & Articles

Montreal Office Kerr Financial
1 Place Ville Marie, Suite 1680
Montreal, QC, H3B 2B6
Tel: (514) 871-8213
Fax: (514) 393-9516

Get Directions
Toronto Office Kerr Financial
150 York Street, Suite 1212
Toronto, ON, M5H 3S5
Tel: (416) 364-9447
Fax: (416) 364-0892

Get Directions