Kristina (Krista) L. Kerr

Chief Executive Officer

CPA, R.F.P., CFP, CFA, TEP

Krista is responsible for the overall management and leadership of Kerr Financial. She leads the quarterly Kerr Financial partners’ meetings, is a member of the firm’s Investment Committee, and is active in developing new business for the firm. She also heads up the firm’s Family Office division, providing integrated planning services to sophisticated high net worth families, including business owners, senior corporate executives, and individual investors.

Education, Professional Designations and Certifications

  • Chartered Professional Accountant (CPA)
  • Registered Financial Planner (R.F.P)
  • Certified Financial Planner (CFP®)
  • Chartered Financial Analyst (CFA)
  • Trust and Estate Practitioner (TEP)

Career Background

With over 35 years of experience, Krista began her career at a top four accounting firm as an audit manager and consultant to entrepreneurs, small business owners, and financial services companies. In 1993, she joined Kerr Financial and gained experience and expertise across all business lines.

Specializations and Expertise

  • Provides objective, strategic investment advice to our integrated and family office clients, with expertise in investment management, private equity review, and due diligence.
  • Experienced in tax planning and in maximizing after-tax wealth for high-net-worth and multigenerational families.
  • 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.
  • Frequently featured on television and radio, sharing insights on complex financial and investment topics.

Community Leadership and Personal Interests

  • Member of the Boards of the National Ballet of Canada and the National Ballet of Canada Endowment Foundation.
  • Chair of the National Ballet of Canada’s Audit & Finance Committee and the Joint Investment Committee of the National Ballet company and endowment boards
  • Member and Chair of the Audit & Finance Committee of the Board of the Festival des Arts de Saint-Sauveur, a dance and music festival that takes place in the Laurentians each summer

Companies

  • Kerr Financial Advisors Inc. (KFA) – Krista is a member of the Investment Committee and provides investment advice and oversight services through KFA.
  • Kerr Financial Consultants Inc. (KFC) – Krista provides financial planning, governance, estate planning advisory services through KFC.
  • Kerr Financial Professional Corporation (KFP) – Krista provides accounting and tax advisory services through KFP.

Specialized Service Segments