History

Kerr Financial Corporation was formed in 1979 for the purpose of assisting individuals to maximize their personal financial resources, alleviate their financial and retirement concerns and simplify the administration of their affairs.

As a fee-only financial advisory firm that is independently employee owned, we provide personal financial advice that is free of bias or preconceived solutions and suited to our clients' personal needs.

The combination of talents of our consulting staff is what makes us unique in the financial and tax planning field in Canada. Our qualified staff of professional advisors includes Registered and Certified Financial Planners, Chartered Accountants, U.S. Certified Public Accountants, Chartered Financial Analysts, Trust & Estate Practitioners and a tax lawyer. They have a thorough knowledge in all aspects of personal financial planning and management.

Our goal is to develop long term relationships as trusted advisors to our clients and their families. We intend to become an important part of each of our client's financial management systems to help them to make better personal finance decisions to achieve their goals.