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Montreal (514) 871-8213 | Toronto (416) 364-9447

Kerr Financial

Montreal Office
(514) 871-8213

Toronto Office
(416) 364-9447

  • About Us
    Overview

    About us

    The Kerr Values

    Our guiding principles

    The Kerr Difference

    How we stand out

    The Kerr Team

    Meet our advisors

    The Kerr Services

    Customized financial solutions

    Kerr Financial Group

    Our companies at a glance

    • The Kerr Values
    • The Kerr Difference
    • The Kerr Team
    • The Kerr Services
    • Kerr Financial Group
  • The Kerr Services
    Investment Management
    Personal Financial Planning
    Accounting Services
    Personal Tax Services
    Estate Settlement & Administration
    Family Governance & Engagement
    • Investment Management
    • Personal Financial Planning
    • Accounting Services
    • Personal Tax Services
    • Estate Settlement & Administration
    • Family Governance & Engagement
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  • FR
Kerr Financial
  • About Us
    Overview

    About us

    The Kerr Values

    Our guiding principles

    The Kerr Difference

    How we stand out

    The Kerr Team

    Meet our advisors

    The Kerr Services

    Customized financial solutions

    Kerr Financial Group

    Our companies at a glance

    • The Kerr Values
    • The Kerr Difference
    • The Kerr Team
    • The Kerr Services
    • Kerr Financial Group
  • The Kerr Services
    Investment Management
    Personal Financial Planning
    Accounting Services
    Personal Tax Services
    Estate Settlement & Administration
    Family Governance & Engagement
    • Investment Management
    • Personal Financial Planning
    • Accounting Services
    • Personal Tax Services
    • Estate Settlement & Administration
    • Family Governance & Engagement
  • Resources, Insights & Events
    Insights / Articles

    The latest on Kerr Financial

    Kerr Events

    Join us!

    Careers

    Join the Kerr Financial Team

    FAQs

    Frequently Asked Questions

    • Insights/Articles
    • Kerr Events
    • FAQs
  • Contact Us
  • FR
Kerr Financial
  • About Us
    Overview

    About us

    The Kerr Values

    Our guiding principles

    The Kerr Difference

    How we stand out

    The Kerr Team

    Meet our advisors

    The Kerr Services

    Customized financial solutions

    Kerr Financial Group

    Our companies at a glance

    • The Kerr Values
    • The Kerr Difference
    • The Kerr Team
    • The Kerr Services
    • Kerr Financial Group
  • The Kerr Services
    Investment Management
    Personal Financial Planning
    Accounting Services
    Personal Tax Services
    Estate Settlement & Administration
    Family Governance & Engagement
    • Investment Management
    • Personal Financial Planning
    • Accounting Services
    • Personal Tax Services
    • Estate Settlement & Administration
    • Family Governance & Engagement
  • Resources, Insights & Events
    Insights / Articles

    The latest on Kerr Financial

    Kerr Events

    Join us!

    Careers

    Join the Kerr Financial Team

    FAQs

    Frequently Asked Questions

    • Insights/Articles
    • Kerr Events
    • FAQs
  • Contact Us
  • FR

Estate Planning

Your Journey to a Fulfilling Life

Estate Planning

Estate Planning

  • A Multi-Generational Family at a Family Cottage, All Surrounding a Table Getting Ready to Eat. Consider a Family Cottage Succession Plan.

    Kerr Family Office, The Kerr Report

    Family Cottage Succession Plan: What It Takes to Keep It in the Family

    Continue Reading
  • Adult Daughter And Senior Parents Are In Front Of A Laptop Discussing Bad Financial Advice

    The Kerr Report

    How to Protect Your Family from Bad Financial Advice on Social Media

    Continue Reading
  • An Image of Property in Florida. Learn What You Need To Know About Owning Property In The US As A Canadian

    Investment Management, The Kerr Report

    Owning US Real Estate as a Canadian: What You Need to Know in 2025

    Continue Reading
  • Family cooks together in the kitchen. Learn about Estate Planning from Kerr Financial.

    Estate Settlement & Administration, Kerr Family Office

    Estate Planning 101: A Legacy-Centered Approach for High-Net-Worth Families in Canada

    Continue Reading
  • Multi-generational family drawing together on a yacht

    Estate Settlement & Administration, Investment Management, Kerr Family Office

    How to Build and Preserve Multi-Generational Wealth: A Guide for High-Net-Worth Families

    Continue Reading
  • Accounting Services, Personal Financial Planning

    Celebrate! 45 Years with 45 Tax Tips

    Continue Reading
  • Accounting Services, Personal Financial Planning

    Celebrate! 45 Years with 45 Financial Planning Tips

    Continue Reading
  • Accounting Services, Estate Settlement & Administration, Kerr Family Office, Personal Financial Planning

    The Family Cottage: Managing Tax and Trust Implications for Your Legacy

    Continue Reading
  • Accounting Services, Estate Settlement & Administration, Investment Management, Kerr Family Office, Personal Financial Planning

    Weighing the Pros and Cons of FHSA, TFSA and RRSP

    Continue Reading
  • Accounting Services, Estate Settlement & Administration, Investment Management, Kerr Family Office, Personal Financial Planning

    Maximizing RESP Benefits: Updated Withdrawal Rules for 2023

    Continue Reading
12Next

Montréal Office

1 Place Ville Marie, Suite 1680
Montreal, QC, H3B 2B6

(514) 871-8213

Toronto Office

150 York Street, Suite 1212
Toronto, ON, M5H 3S5

(416) 364-9447

info@kerrfinancial.ca

About Us

  • The Kerr Values
  • The Kerr Difference
  • The Kerr Team
  • Kerr Financial Group
  • The Kerr Services
  • Investment Management
  • Personal Financial Planning
  • Accounting Services
  • Personal Tax Services
  • Estate Settlement & Administration
  • Family Governance & Engagement

Kerr Fundamentals

Kerr Integrated

Kerr Family Office

FAQs

Contact Us

Resources, Insights & Events

  • Insights / Articles
  • Kerr Events
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