Our Services

Kerr Financial combines financial planning, tax advice, accounting and investment management to provide full service financial management to successful Canadian families. We provide a broad range of services across these offerings to help our clients optimize their overall financial resources. We have a strong tax background and incorporate tax planning into all services we provide. The greatest value we can add is where we can combine financial advice with tax planning, estate planning & investment management to provide the best overall financial management recommendations on a continuous, year-round basis.

Multiple Manager Investing - Where appropriate, we will help you assemble a team of the best investment managers to employ a variety of well-disciplined styles that will help you achieve your targets for returns within acceptable risk parameters. By using more than one manager, you can expand the diversification of your investments for greater consistency and less risk.

For Individual Clients:

• Family Office Services providing full service financial management for the whole family
• Integrated Investment Management through Kerr Financial Advisors (including investment management, tax return preparation, management of tax instalments & financial advice)
• Comprehensive financial planning with special emphasis on business owners, high income executives and professionals, & individual investors
• Estate planning designed to reduce taxes arising on death and to lessen annual taxes for survivors
• Accounting & corporate tax services for holding companies
• Trust tax planning and management
• Strategic family philanthropy & charitable giving advice
• Tax planning & tax return preparation for complex Canadian & US tax situations
• Settlement of estates and careful administration of the family’s wishes

For Corporate Clients:

• Corporate sponsored financial counselling and tax return preparation for senior executives & their spouses
• Financial education seminars & workshops to help employees take control of their finances
• Early retirement retirement & termination counselling
• Retirement planning workbook and CD-ROM Personal Finance course

Objectivity - Kerr Financial receives no fees from anyone other than you, our client. 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.