Kerr Financial: About

Our Mission

Helping to keep busy, successful Canadian families financially healthy:

By providing truly integrated, comprehensive wealth management services;
Through proactive, ongoing client relationships and engagements;
Focussed on Canadian families with $2 to $200 million of personal wealth;
Working with clients throughout their lifetimes and through the generations of their families

WE BELIEVE IN A NUMBER OF SIMPLE VALUES:

Dealings with Our Clients:

Treat our clients with respect and integrity, just the way we would want our mothers treated if we weren't here to advise them.
Really listen to our clients and hear them; get to know our clients and their families intimately.
Truly care about our clients and be empathetic to their needs.
Go the extra mile to provide good, personalized service.

Value for Service:

Deliver true value for the fees we charge. We strive to provide achieve tax savings, improved investment returns and financial peace of mind.
There is real value in having all of your financial affairs looked after in one office, provided it has competent, experienced professionals who care about you.
Keep your costs of management down, by paying reasonable fees and making sure they are tax deductible.

Consistent, Disciplined Approach to Financial Management:

Money matters are serious affairs. We discourage those who want to play games with their money, take foolish risks and chase every fashion of the day.
Wealth is built slowly and steadily. It takes patience to weather the bad times, and discipline to avoid the mistakes people make during booming times.

Integrity and Ethics:

An Atmosphere of Caring and Trust:

Our staff is our greatest resource - we must support them in a caring atmosphere, and help them develop into very competent professionals. We are proud of the firm and the people who work here. Our staff is like a large family.
We believe in a culture of self-motivation and personal development. Our employees are encouraged to continuously improve their skills and grow within the organization. We value their input to help build the firm.