Krista Kerr Email & Phone Number

Krista is responsible for overall management and leadership of Kerr Financial. She leads the quarterly Kerr Financial partners’ meetings, is a member of the firm’s Investment Committee and is active in developing new business for the firm. She also heads up the firm’s Multi-Family Office division, providing integrated planning services to sophisticated high net worth families including business owners, senior corporate executives and individual investors. Krista began her career at Ernst & Young as an audit manager and consultant to entrepreneurs, small business owners and financial services companies. In 1993, she joined Kerr Financial and heads up a team of tax specialists, investment advisors and financial planners in Kerr Financial’s Toronto office. Krista is editor of The Only Retirement Guide You’ll Ever Need. She has appeared frequently on television and radio shows addressing personal finance topics. Krista is active in community affairs as a member of the Boards of the National Ballet of Canada and the National Ballet of Canada Endowment Foundation as well a member of the Patron’s Council Committee. Krista is also Chair of the Board of ProArteDanza, a contemporary dance company that combines classical technique with contemporary dance.Specialties: Family office, wealth management services, investment management, estate planning, tax advice

Listed skills include Finance, Family Office, Tax Advisory, Investments, and 9 others.

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  President And Chief Operating Officer

  Kerr Financial

  Apr 1993 - Present

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  Queen'S University