Lauren Rudolph Heselton

Investment Counsellor & Senior Manager, Business Development

CIM

As an Investment Counsellor at Kerr Financial Advisors Inc., Lauren practices a holistic and highly tailored approach to wealth management, anchored in proactive guidance and an unwavering commitment to exceptional client service. Together with a team of experts in Tax, Accounting, Financial Planning and Estate Planning, through Kerr Financial Consultants Inc., Lauren helps ensure that every decision is informed by a deep understanding of the needs, goals and values of the families she serves.

Lauren also serves on the Kerr Investment Committee, where she contributes to firm-wide portfolio positioning and the direction of Kerr’s investment solutions platform.

As a Business Development leader, Lauren helps drive Kerr’s continued growth and vision.

Education, Professional Designations and Certifications

  • Chartered Investment Manager (CIM)
  • Bachelor of Commerce (Finance) – McGill University, Dean’s Honour List Graduate

Career Background

Since joining the firm in 2013, Lauren has held roles of increasing responsibility within the Investment Management team.

Community Leadership and Personal Interests

Lauren is committed to leveraging her expertise to support various communities. She serves as Treasurer of The Study Old Girls Association, Secretary of the Parent Committee at a private preschool in Montreal, and as Finance Committee Member and Board Advisor for MAZON Canada. Lauren and her family are also long-time supporters of Campfire Circle.

Companies

  • Kerr Financial Advisors Inc. (KFA) – Lauren provides investment management services through KFA.

Specialized Service Segments