The Kerr Team
Kerr Financial is based in Montreal and Toronto. Through our affiliated companies we have qualified teams of professional advisors, including Chartered Professional Accountants, Registered Financial Planners, Certified Financial Planners, Chartered Financial Analysts, Trust & Estate Practitioners, and more, who have a thorough knowledge of all aspects of personal financial planning and management. You can learn more about each team member below.
The Kerr Team
The Kerr Team
Kerr Financial is based in Montreal and Toronto. Through our affiliated companies we have qualified teams of professional advisors, including Chartered Professional Accountants, Registered Financial Planners, Certified Financial Planners, Chartered Financial Analysts, Trust & Estate Practitioners, and more, who have a thorough knowledge of all aspects of personal financial planning and management. You can learn more about each team member below.
Carmen Melfi
Chief Financial Officer; Principal, Client Accounting Services
Kathleen Bennett
Principal, Accounting & Tax Planning Services/VP Marketing
Krishma Wadhawan
Senior Manager, Accounting and Taxation Services, Family Office
