Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial professionals.
Founded as a family firm in 1979, the values with which we were established still hold true today – to treat you, our client, as though you were a member of our family, to understand your concerns and values and to support you in an atmosphere of caring and trust.
We want to be with you through the milestones of your life, working within your family and across generations to help you maximize your personal financial resources, alleviate your financial and retirement concerns and simplify the administration of your affairs. You have been successful and we will help you to sustain this success.
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Groupe financier KERR est une société spécialisée dans la gestion de patrimoine personnel à tarification forfaitaire qui offre, sous un même toit, la gamme complète des services financiers dont votre famille a besoin.
Nos services comprennent la gestion de fortune sous tous ses angles, la planification financière, la gestion de portefeuille (par l'entremise des Conseillers en placement KERR), des services-conseils en comptabilité et en fiscalité, et le règlement de succession.
Tous ces services vous sont offerts par des professionnels hautement qualifiés dans des domaines complémentaires qui travaillent en étroite collaboration pour votre famille. Nous jumelons une vaste gamme de services complémentaires à une expertise pointue et variée, pour vous offrir des solutions globales et efficaces.
Company Details
- Employees
- 49
- Founded
- -
- Address
- 1212 - 150 York Street, Toronto,on M5h 3s5,canada
- Phone
- 514-871-8213
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.kerrfinancial.ca
- Keywords
- Integrated investment management, HoldCo accounting / corporate tax, Financial planning / wealth preservation, Estate planning and trust formation, Family office services, Philanthropy and charitable giving, Personal tax preparation, Investment.
- HQ
- Toronto, ON
Kerr Financial Group Questions
Kerr Financial Group's helpline number is 514-871-8213
Kerr Financial Group's website is http://www.kerrfinancial.ca
Kerr Financial Group's LinkedIn profile is https://ca.linkedin.com/company/kerr-financial
Kerr Financial Group has
49 employees.
View email and phone details for 49
employees at Kerr Financial Group.
Kerr Financial Group's industry is
Financial Services
Kerr Financial Group's top competitors are
Spark Financial Group,
Richter,
Ott Financial Group,
Aec Financial Group,
Vfg Financial Group,
Experior Financial Group,
Dorchester Wealth Management,
M3 Financial Group,
Questrade Financial Group,
Groupe Financier Botica/botica Financial Group.
Kerr Financial Group's categories are Financial Services
Kerr Financial Group's founding year is 1979
