KERR FINANCIAL

Kerr Financial is a boutique, fee-only Personal Wealth Management Firm providing all of the financial services your family needs under one roof. Our services include comprehensive Family Office management, Financial Planning, Investment Management (through Kerr Financial Advisors), Accounting & Tax Advisory and Estate Settlement, provided by a diversified staff of professionally designated advisors that work closely together for your family. We combine a broad range of services with deep technical knowledge to provide comprehensive & robust solutions... As a fee-only financial advisory firm that is independently owned, we provide personal financial advice that is free of bias or preconceived solutions, suited to our clients' personal needs. Objectivity is necessary when it comes to making the best financial choices for clients. We receive no fees from anyone, other than you, our client... Kerr Financial believes in doing the planning first and then in selecting the best investment..

Primary location: Montreal