Kerr Financial Group
Financial Services - Toronto, Ontario, CA
Kerr Financial Group Employees
Vicky Batzios
Senior Investment Management Administrator, Compliance Associate
Kerr Financial Group Senior Management
Kerr Financial Group Details
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. _______________________________________________________________________________________ Groupe financier KERR est une société spécialisée dans la gestion de patrimoine personnel à tarification forfaitaire qui offre, sous un même toit, la gamme complète des services financiers dont votre famille a besoin. Nos services comprennent la gestion de fortune sous tous ses angles, la planification financière, la gestion de portefeuille (par l'entremise des Conseillers en placement KERR), des services-conseils en comptabilité et en fiscalité, et le règlement de succession. Tous ces services vous sont offerts par des professionnels hautement qualifiés dans des domaines complémentaires qui travaillent en étroite collaboration pour votre famille. Nous jumelons une vaste gamme de services complémentaires à une expertise pointue et variée, pour vous offrir des solutions globales et efficaces.
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