For over 25 years our primary business has been helping individuals to manage all aspects of their financial affairs from one friendly office.

We have extensive experience advising clients on estate and retirement planning; Canadian and international tax planning and preparation; risk analysis and insurance needs; pension and benefits optimization; advanced strategies including the use of holding companies, trusts and owner/manager planning; and investment planning and portfolio management through our wholly owned subsidiary, Kerr Financial Advisors Inc., a registered investment management firm.

Because we have a deeper level of technical expertise than many other financial planning firms and a broader base of knowledge than firms focusing in one area, such as accounting or investment management, we can provide more comprehensive and personalized solutions in each planning area.

Services for individuals

Depending on the extent of your financial needs, we can offer our personal financial advisory expertise in the following areas:

• Full service financial management for the whole family
• Tax effective investment management
• Comprehensive personal financial advice
• Accounting and tax advisory