Key facts
- Kerr Financial Group is a family office based in Montreal, Quebec.
- The team roster lists 1 person.
About Kerr Financial Group
Kerr Financial (Kerr) is a multi-family office based in Montreal, Canada. Established in 1979 by Robert J. Kerr, to help individuals become more business-like about their personal finances. The firm offers services that include family office, investment management, financial planning, and tax advisory, estate administration, accounting, and trust. The firm was established 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. The firm is focused on the needs of business owners, professionals, senior executives, and high-net-worth individual investors. The assets of the firm are managed by the executive management team.
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Portfolio
No portfolio companies for Kerr Financial Group are on record yet. Positions surface from round participations, filings, and coverage.
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.