Lauren Heselton

Investment Counsellor at Kerr Financial - Montreal, QC, CA

Lauren Heselton's Colleagues at Kerr Financial
Vicky Batzios

Senior Investment Management Administrator, Compliance Associate

Contact Vicky Batzios

Wendy Biss

Executive Assistant

Contact Wendy Biss

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Lauren Heselton's Contact Details
HQ
514-871-8213
Location
3433 Nutcracker Drive,Mississauga,Ontario,L5N,Canada
Company
Kerr Financial
Lauren Heselton's Company Details
Kerr Financial logo, Kerr Financial contact details

Kerr Financial

Montreal, QC, CA • 50 - 99 Employees
Financial Services

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.

Integrated investment management HoldCo accounting / corporate tax Financial planning / wealth preservation Estate planning and trust formation Family office services Philanthropy and charitable giving Personal tax preparation Investment
Details about Kerr Financial
Frequently Asked Questions about Lauren Heselton
Lauren Heselton currently works for Kerr Financial Group.
Lauren Heselton's role at Kerr Financial Group is Investment Counsellor.
Lauren Heselton's email address is ***@kerrfinancial.ca. To view Lauren Heselton's full email address, please signup to ConnectPlex.
Lauren Heselton works in the Financial Services industry.
Lauren Heselton's colleagues at Kerr Financial are Paul Stanfield, Robert Kerr, Vicky Batzios, Wendy Biss, Yvonne Zhong, Pina Kitagawa, Harold Spanier and others.
Lauren Heselton's phone number is 514-871-8213
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