Peter Papadakis

Principal, Financial Planning Services

Pl.Fin.

As Principal, Financial Planning Services at Kerr Financial, Peter leads the Montreal Financial Planning Services department with strategic oversight and vision. He is dedicated to creating, reviewing, and implementing comprehensive, integrated financial plans and providing clients with a seamless and fully personalized financial planning experience.

Career Background

Since 1988, Peter has been a dedicated professional in the financial services industry, specializing in a wide array of planning strategies. His expertise spans investment management, retirement planning, transition planning, estate planning, personal taxation, and insurance, enabling him to provide clients with comprehensive tailored financial solutions.

Education, Professional Designations and Certifications

  • Financial Planner (F. Pl.)

Specializations and Expertise

  • Supports clients with comprehensive personal financial planning.
  • Reviews investments aligning strategies with clients’ goals and risk tolerance.
  • Helps clients minimize tax liabilities to maximize after-tax wealth, integrating current tax regulations and anticipating future changes.
  • Assists in structuring estate plans for effective wealth transfer, addressing tax and legal aspects to maintain family harmony and long-term preservation.
  • Coordinates complex financial and non-financial needs, offering oversight on multi-generational wealth, family governance, succession planning, and streamlined administration.

Community Leadership and Personal Interests

Peter is an active volunteer with various organizations in his Laval community, dedicating his time to causes that strengthen local support networks. As a proud member of the Hellenic Community, he actively participates in cultural events and initiatives, helping to promote and preserve his heritage. In his spare time, Peter enjoys playing competitive sports, particularly hockey, where he brings his team-oriented spirit to the rink. He is also passionate about public policy, often engaging in discussions and forums that explore ways to improve community welfare and quality of life for residents.

Companies

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

Specialized Service Segments