Robert J. Kerr

Chairman and Founder

CPA, Pl. Fin., CFP, TEP

As Chairman and Founder, Mr. Kerr has been devoted to building the Kerr Financial Group of companies since its inception in 1979. He currently focuses his energies on participating in Quarterly Partners meetings and meetings of the Investment Committee, providing leadership and mentorship to senior advisors, maintaining relationships with longstanding clients and writing.

Education, Professional Designations and Certifications

  • Chartered Professional Accountant (CPA
  • Financial Planner (F. Pl.)
  • Certified Financial Planner (CFP®)
  • Trust and Estate Practitioner (TEP)

Career Background

Mr. Kerr is well-known as an author and advocate in the field of financial education. His articles on personal finance issues have appeared in many Canadian publications, including The Montreal Gazette, The Ottawa Citizen, The National Post, and The Toronto Star. He was also the editor for the personal finance section of CA Magazine.

Specializations and Expertise

  • Decades of experience in investment management working with sophisticated high net worth clients.
  • Extensive background in personal finance, providing clients with personalized strategies to manage wealth, optimize savings, and achieve financial security.
  • In-depth expertise in estate planning, helping families design comprehensive plans that align with their legacy goals, minimize tax burdens, and address generational wealth transfer.
  • Skilled in financial advisory, offering tailored advice that supports clients’ unique financial objectives, whether for retirement, investments, or family-focused wealth strategies.
  • Deep knowledge in tax planning, with a focus on maximizing tax efficiency through sophisticated planning techniques tailored to high-net-worth individuals and families.

Published Works

Mr. Kerr wrote one of the few comprehensive planning books in the Canadian market, The Only Retirement Guide You’ll Ever Need, first published in 1994 by Penguin Books and the Globe and Mail, which has sold more than 25,000 copies.

Companies

  • Kerr Financial Consultants Inc. (KFC) – Rob provides financial planning, tax, and estate planning advisory services through KFC.
  • Kerr Financial Advisors Inc. (KFA) – Rob acts as Chief Compliance Officer for KFA and participates in Investment Committee meetings.

Specialized Service Segments