Kerr Financial Group
Homepage http://www.kerrfinancial.ca
LinkedIn Profile https://linkedin.com/company/ke***nanc***
HQ Location
Canada , Ontario, TorontoToronto, ON, Canada
Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial professionals.
Founded as a family firm in 1979, the values with which we were established still hold true today – to treat you, our client, as though you were a member of our family, to understand your concerns and values and to support you in an atmosphere of caring and trust.
We want to be with you through the milestones of your life, working within your family and across generations to help you maximize your personal financial resources, alleviate your financial and retirement concerns and simplify the administration of your affairs. You have been successful and we will help you to sustain this success.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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