Lauren Rudolph Heselton

Investment Counsellor

CIM

As an Investment Counsellor at Kerr Financial Advisors Inc., Lauren is dedicated to helping high-net-worth families achieve their goals via the management of their investment portfolios. Partnering with a multi-disciplinary team of tax, accounting, financial planning and estate planning professionals, through Kerr Financial Consultants Inc., Lauren focuses beyond quantitative results to address the dynamic and evolving needs of the families she serves.

Education, Professional Designations and Certifications

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

Career Background

With over 11 years at Kerr Financial, Lauren has progressed to her current position as Investment Counsellor. Now a member of the Investment Committee of Kerr Financial Advisors Inc, Lauren conducts due diligence on investment strategies across multiple asset classes, and regularly authors commentaries on a range of investment topics.

Community Leadership and Personal Interests

Lauren is deeply committed to several philanthropic causes supporting children’s health and education. She serves as Treasurer of The Study Old Girls Association, and as Secretary of the Parent & Fundraising Committees at a private preschool in Montreal. Lauren and her family are also supporters of Campfire Circle, a non-profit summer camp in Muskoka, Ontario for children with cancer.

Companies

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

Specialized Service Segments