Gitta K. L. Kerr

Partner

B. Sc., TEP

Gitta is a managing partner of Kerr Financial and participates in the firm’s Quarterly Partners meetings. She maintains some long standing client relationships and continues to provide oversight to their Canadian and US tax returns as well as consulting with the team at KFC regarding estate administration services.

Education, Professional Designations and Certifications

  • Bachelor of Science (B. Sc)
  • Trust and Estate Practitioner (TEP)

Career Background

Gitta joined Kerr Financial in 1980 after spending four years with an independent tax preparation service. Over the years, Gitta has developed an expertise in Eldercare issues and spends time maintaining relationships with long standing clients.

Specializations and Expertise

  • Skilled in tax preparation and review for both Canadian and U.S. clients, ensuring compliance and optimizing tax outcomes for individuals and families with assets in both countries.
  • Experienced in estate administration, guiding families through the probate process, asset distribution, and fulfilling the decedent’s wishes with efficiency and care.
  • Knowledgeable in eldercare financial planning, supporting families with long-term care needs, managing healthcare expenses, and ensuring financial stability for aging loved ones.

Community Leadership and Personal Interests

Gitta is active in community affairs and has held various executive committee positions with the Beaconsfield Golf Club, the University Women’s Club, and the Canadian Women’s Senior Golf Association.

Companies

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

Specialized Service Segments