Brian Casey

Reference Partner and Advisor

CPA

Brian maintains relationships with long standing clients that he has advised over the years and consults with senior advisors regarding services provided to these clients.

Education, Professional Designations and Certifications

  • Chartered Professional Accountant (CPA)

Career Background

Brian began his professional career with a major accounting firm in 1960, where he worked until 1972. He then headed the tax department of a smaller accounting firm, developing a large personal tax practice that included corporate executives, professionals, and athletes—both Canadian and U.S. taxpayers. He joined Kerr Financial in 2001.

Specializations and Expertise

  • Expertise in personal tax planning for high-net-worth individuals, optimizing tax efficiency and wealth preservation and in tax compliance through accurate preparation and filing
  • Expertise in financial planning services focused on cash flow, retirement, and strategic wealth building tailored to complex client needs.

Community Leadership and Personal Interests

Over the years, Brian has lent his expertise to many community organizations including being a Governor and Member of the Finance Committee of “Les Amis de la Montagne”, Vice Chair of the Canadian Irish Studies Foundations and Board member of the Loyola Alumni High School Foundation.

Companies

  • Kerr Financial Consultants Inc. (KFC) – Brian acts as Reference Partner to advisors providing financial planning, accounting, tax, estate administration and all other services through KFC.