Company Summary

Kerr Financial Group was formed in 1979 for the purpose of assisting individuals to maximize their personal financial resources, alleviate their financial and retirement concerns and simplify the administration of their affairs.

As a fee-only financial advisory firm that is independently employee owned, we provide personal financial advice that is free of bias or preconceived solutions and suited to our clients’ personal needs.

The combination of talents of our consulting staff is what makes us unique in the financial and tax planning field in Canada. Our qualified staff of professional advisors includes Registered and Certified Financial Planners, Chartered Accountants, U.S. Certified Public Accountants, Chartered Financial Analysts, Trust & Estate Practitioners and a tax lawyer. They have a thorough knowledge in all aspects of personal financial planning and management.

Our goal is to develop long term relationships as trusted advisors to our clients and their families. We intend to become an important part of each of our client’s financial management systems to help them to make better personal finance decisions to achieve their goals.

Source: Kerr Financial Advisors Inc.

Unique Value Proposition

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

Source: Kerr Financial Advisors Inc.

AUM ($Bil)

Year Founded


Key Personnel

Robert J. Kerr, Chairman & Founder
Krista L. Kerr, Chief Executive Officer
Lynn Waterston, Chief Operating Officer


Kerr Financial Corporation
150 York Street, Suite 1212
Toronto, ON M5H 3S5

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