Carmen Melfi

Chief Financial Officer; Principal, Client Accounting Services

CPA (Ontario)

As Chief Financial Officer (CFO), Carmen manages overall finance operations for all of the affiliated entities of Kerr Financial Group of companies. As Principal, Client Accounting Services, she also manages corporate accounting, tax, and personal tax services for our Montreal clients and provides them with tax and financial planning support.

Education, Professional Designations and Certifications

  • Chartered Professional Accountant (CPA)
  • Certificate of Chartered Accountancy, McGill University
  • Bachelor of Science, Concordia University

Career Background

Carmen began her career at a major accounting firm, where she developed a strong foundation in accounting and audit practices. After advancing to manager, she joined a major Montreal luxury retailer as Director of Financial Accounting and Reporting, where she managed financial operations and honed her skills in corporate reporting and compliance. She joined Kerr Financial in 2008, bringing with her a wealth of experience in high-level financial management.

Specializations and Expertise

  • Comprehensive accounting management for corporate and individual clients, specializing in personal and corporate tax preparation, tax planning, and compliance strategies to optimize financial outcomes
  • Extensive experience in financial reporting, oversight, and regulatory compliance, ensuring accuracy, transparency, and strategic alignment with client and organizational goals

Companies

  • Kerr Financial Consultants Inc. (KFC) – Carmen provides financial planning, accounting, tax, estate administration through KFC.

As CFO, Carmen oversees financial operations and strategy for Kerr Financial Group, which includes Kerr Financial Advisors Inc., Kerr Financial Consultants Inc., and Kerr Financial Professional Corporation.

Specialized Service Segments