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If you have never considered the benefits of offering a financial planning program to your employees perhaps it is time to think again!
Financial Counselling is one of the most valued benefits being offered to employees today.
Financial planning programs reap many rewards for both the employer and employee. For the corporation, our corporate sponsored presentations have proven to enhance the perceived value of the Company's benefit program and focus other employees attention on their responsibility to prepare for the future. This translates to the company in increased productivity from happier employees and ultimately an improved bottom line.
Our first priority is to identify our clients' needs and resources and customize from there. Various delivery options are available as follows:
- financial counselling to senior executives & their families;
- financial planning seminars & workshops; and
- one-on-one retirement or financial counselling.
Kerr Financial offers:
- as a fee-only financial advisory firm that is independently employee owned, we provide personal financial advice that is suited to our clients' personal needs, free of bias or preconceived solutions;
- services in both English & French; and
- over 25 years of experience delivering financial advice to successful Canadians and developing & presenting seminars to employees.
For more information on our corporate 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.
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