We were honoured to learn that Kerr Financial was recently recognized as one of eight best advisors in the Montreal and Ottawa region by AdvisoryHQ News. AdvisoryHQ is an online news media providing independent research, reviews and top rankings of financial firms and products across Canada, the U.S. and the U.K. To produce this list, the ratings firm used its Top-Down Advisor Selection Methodology to conduct analysis on wealth management and financial advisory firms in the Montreal and Ottawa region as well as surrounding areas. The methodology is based on a wide array of factors, including fiduciary duty, independence, transparency, degree of service customization, history of innovation, quality of service provided, team excellence and years of experience. Firms under analysis are not made aware that they are under review until after AdvisoryHQ’s rankings are published, nor do they pay any fees.
As a family owned wealth management firm we understand that it is not every day an outside ratings firm notices and remarks on the values we know and live daily. We are therefore thrilled to share an excerpt of the qualities AdvisoryHQ recognized in their article, earning Kerr Financial its place as a top wealth management firm.
Qualified Advisors with Professional Certifications
The advisors at Kerr handle your money with the most up-to-date knowledge of the industry. This is seen through their various professional designations and the ongoing education required to maintain them atop changing laws and trends in the industry. Some of the designations found at Kerr include: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Professional Accountant (CPA, CA), Certified Management Accountant (CMA), Trust & Estate Practitioner (TEP), Chartered Investment Manager (CIM), and Masters of Business Administration (MBA).
Going Long-Term With You
When you work with Kerr, you’re working with a firm that is dedicated to helping you achieve long-term success. It wants to grow your wealth and preserve your capital, a process that takes time and patience to achieve. They will be by your side throughout the entire process, from start to finish. To show its commitment to you for the long haul, Kerr’s approach encompasses what it calls Total Lifetime Planning, elements of which include Financial Planning, Estate Planning, Tax Planning, Investment Management, Wealth Management and more. By advising you on every facet of your wealth management, it aims to form a lifelong relationship that transcends generations.
Kerr’s original foundation as a family office has persisted through the years despite its growth and repeated volatility in the markets. This has made it one of the more successful advisors in Montreal and Ottawa, one that continues to meet the numerous and varied needs of its clientele.
Independent & Fee-Only
Kerr is an independent investment advisory firm. It is employee-owned and beholden to no outside interests or management. It is free from quotas or any pressure that might unduly affect its decision-making process as it relates to your portfolio. A feature of this independent status is Kerr’s ability to operate as a fee-only advisor. It does not earn commission or sell products, either of which might engender a conflict of interest. Instead, it works for your best interests before all else.
Personalized Plans
Kerr advisors understand that you and your family have a lot of considerations when it comes to effectively managing your wealth. It meets with you to better understand your needs, hopes and dreams and what you hope to accomplish in the future for both you and your family. To help you meet all your goals, your Kerr advisor builds a personalized plan tailored specifically to you and your family. Nothing is left out, and you proceed with the plan only when it has addressed all of your concerns.
To view AdvisoryHQ’s full article please visit: http://www.advisoryhq.com/articles/top-advisors-in-montreal-ottawa/
