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This information provided by Kerr Financial Group
Our mission is to help successful Canadian families to keep 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 provide financial services with senior professional expertise, all available in one office advising on Investments, Financial Planning, Estates and Trusts, Accounting, all integrated at the highest level.
We are a boutique firm that has been servicing clients with a fully integrated platform for over 30 years. We provide services on a fee for service basis ensuring complete objectivity and have been successfully assisting in the continium of wealth from one generation to the next through advising and planning.
See the Glossary for definitions of these metrics.
This information provided by Kerr Financial Group
See the Glossary for definitions of these metrics.
This information provided by Kerr Financial Group
Background
Year Wealth Advisory Services Established:
Type of Firm:
Registered Investment Advisor (RIA)
Stats
Primary Generations Served:
Frequency of Financial Reporting:
Do you provide consolidated financial reporting?:
See the Glossary for definitions of these metrics.
FOX Knowledge Center Contributions:
No contributions were found.
Headquarters
Headquarters:
1000 Sherbrooke West, suite 1600
Montreal Quebec H3A3G4
Canada
Disclaimer: The listing of any firm in the Advisor directory, as well as any related profile, report, presentation or other information on this site, does not constitute a recommendation or endorsement by FOX of any firm listed therein, nor does it constitute any form of investment, legal or tax advice. The information contained in any profile, report presentation or other information regarding Advisors has been provided by such Advisor without independent verification by FOX. Accordingly, FOX makes no representation or warranty as to the accuracy or completeness of such information and assumes no liability for any inaccuracies or omissions therein. The “Leading Wealth Advisor” designation is not in any way based upon any client’s experience with, or endorsement of, such Leading Wealth Advisor.
