Financial Education - Financial planning seminars & workshops

Kerr Financial is a Canadian leader in providing financial education and communication programs in the workplace - including seminars and workshops on compensation & benefits, financial planning, investment planning and retirement planning for company employees and their spouses. Our clients include universities, government agencies, major corporation and smaller companies.

Our programs are supported by top quality educational resources. Our book The Only Retirement Guide You'll Ever Need is the basis for a personalized retirement planning program, and our CD-ROM The Personal Finance Course - an interactive guide for your financial future helps employees understand the basic concepts of financial planning while developing their own plan.

We provide professional, objective financial planning advice on a fee-only basis. We do not sell any financial products, therefore the assessment of our clients' needs is unbiased and without pre-conceived solutions. Our sponsor companies take comfort in the fact that their employees will not be solicited to buy investment or insurance products.

Our approach is educational; our focus is on self-help by assisting employees to assume responsibility for their own financial future and to become knowledgeable and confident planners of their own affairs. As an extension of the employer corporation's compensation and benefit plans, our corporate sponsored programs have proven to be a highly valued and essential employee benefit.

For more information on our financial education services or to arrange for a short no-obligation presentation, please contact Luc De Serres in Montreal at (514) 871-8213 or Pina Perruccio in Toronto at (416) 364-9447.