Pina Kitagawa

Principal, Financial Planning Services

CFP, TEP

Pina is the Manager of Executive Financial Counselling Services at Kerr Financial, and she leads the Financial Planning Services department in the Toronto office. She provides integrated financial planning to business owners and corporate executives.

Education, Professional Designations and Certifications

  • Honours Bachelor of Science from the University of Toronto
  • Certified Financial Planner (CFP®)
  • Trust and Estate Practitioner (TEP)
  • Completed the Canadian Securities Course

Career Background

Pina transitioned from a background in science to finance in 1996, beginning her career at a Toronto fee-only planning firm specializing in financial counselling corporate employees. With extensive experience in financial planning, Pina plays a key role at Kerr Financial, bringing deep expertise and insight to support her clients with holistic planning.

Specializations and Expertise

  • Specialized in corporate equity benefits programs, providing tailored guidance for executives
  • Expertise in estate planning, focusing on wealth transfer and legacy preservation
  • Offers comprehensive financial planning for business owners and corporate executives
  • Experienced presenter of retirement planning seminars for corporate and government employees, delivering practical insights for long-term financial security.

Community Leadership and Personal Interests

Pina is deeply committed to community involvement, regularly volunteering and participating in charity events. She brings her compassion, integrity, and caring to each cause she supports, embodying the same values in her personal contributions that she upholds in her professional life.

Companies

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

Specialized Service Segments