Kathleen Bennett

Principal, Accounting & Tax Planning Services/VP Marketing

CPA, CFP, FEA

As a Senior Financial Advisor at Kerr Financial, Kathleen supports the firm’s Family Office clients while also working with senior executives and business owners. A member of Kerr Financial’s leadership team, she leads the Marketing and Sales for the business, drawing on her extensive strategic planning experience to drive growth and client engagement

Education, Professional Designations and Certifications

  • Chartered Professional Accountant
  • Certified Financial Planner (CFP®)
  • CICA In-Depth Tax Program
  • GST In-Depth Tax program
  • Advanced Tax Course for Owner-Managers
  • Corporate Reorganizations

  • FEA (Family Enterprise Advisor) designation

Career Background

Kathleen brings over 35 years of experience, with deep expertise in corporate and personal tax and a broad background in senior leadership roles across tax, finance, strategic planning, sales, and marketing. She completed her CPA, CA at a major accounting firm and has also held strategic planning and leadership roles in the consumer packaged goods industry, where she focused on financial strategy, tax, marketing, and category management.

Specializations and Expertise

  • Experienced in tax planning and in maximizing after-tax wealth for high-net-worth and multigenerational families.
  • Experience working at tier one consumer-packaged goods companies leading strategic planning, financial analysis, and category management.
  • Expertise in guiding high-net-worth individuals, business owners, and executives in complex tax and financial matters.
  • Strong foundational background in accounting and audit from working as a Senior Manager in Montreal and Toronto working at a top four accounting firm.
  • Skilled in estate and legacy planning, designing estate structures and trusts to protect wealth, minimize taxes, and achieve clients’ legacy and philanthropic goals.
  • Delivers comprehensive financial planning, including cash flow management, risk mitigation, and tailored long-term financial strategies.
  • Advises on family governance frameworks, succession planning, and fostering family dynamics for continuity and cohesion across generations.

Community Leadership and Personal Interests

Beyond her professional role, Kathleen is dedicated to community engagement, leading company participation in charity runs along with other initiatives. A lover of the arts, she supports her son’s passion for jazz and performs alongside her husband in a jazz duo. In her personal time, Kathleen enjoys family time, running, working out, and exploring her love of music.

Companies

  • Kerr Financial Consultants Inc. (KFC) – Kathleen provides financial planning, governance, estate planning advisory services through KFC.
  • Kerr Financial Professional Corporation (KFP) – Kathleen provides accounting and tax advisory services through KFP.

Specialized Service Segments