Kerr Financial
kerrfinancial.ca Layer unknown
Kerr Financial is a fee-only personal wealth management and financial planning firm serving Canadian families, with offices in Montreal and Toronto. Through affiliated companies it provides investment management, financial planning, accounting, tax and estate services.
Kerr Financial is an asset manager headquartered in Montreal, Canada, founded in 1979.
“Once the planning is complete, our investment team through Kerr Financial Advisors Inc. will develop a personalized investment plan and select and manage the best investment strategies to implement the plan.”
— Kerr Financial, own website
- Layer
- Layer unknown
- Type
- Asset manager
- Stage
- Not stated
- Invests in
- Canada
- Founded
- 1979
Team, as Kerr Financial publishes it
- Robert J. Kerr Chairman and Founder
- Gitta K. L. Kerr Partner
- Xavier Sagues Chief Operating Officer
- Carmen Melfi Chief Financial Officer; Principal, Client Accounting Services
- Elisabeth Tremblay Principal, Estates, Financial Planning and Tax
- Pina Kitagawa Principal, Financial Planning Services
- Peter Papadakis Principal, Financial Planning Services
- Lauren Rudolph Heselton Investment Counsellor & Senior Manager, Business Development
- Samuel Singler Chief Compliance Officer
Names and roles exactly as listed on kerrfinancial.ca. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Kerr Financial publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://kerrfinancial.ca/name, hq_country, hq_city, status
- https://kerrfinancial.ca/about-us/is_investor, type, invests_in_geographies, thesis_quote, description, founded
- https://kerrfinancial.ca/about-us/the-kerr-team/people
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Record 17082 · added 2026-10-26 · link last verified 2026-10-26 · confidence medium
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