Nevil Thomas

Kerr Financial Corp is a boutique fee-only personal wealth management firm based in Toronto, Ontario, committed to treating clients like family for over four decades. With a comprehensive suite of services including investment management, financial planning, and tax advisory, they tailor their solutions to meet the unique needs of individuals and families alike. The dedicated team at Kerr Financial specializes in providing essential financial guidance, catering to both next-generation clients in the wealth-building phase and sophisticated families seeking personalized governance services. Their integrated approach delivers customized financial advisory services designed to help clients build and preserve their legacies. Generated from the website

Heathbridge Capital Management Ltd., based in Toronto, employs a unique investment philosophy known as Checkmark Investing, emphasizing a strong value-oriented strategy that constructs diversified portfolios. The firm focuses on acquiring stocks of companies with robust fundamentals that are currently undervalued, aiming to maximize returns while minimizing risk. The investment process at Heathbridge involves identifying strong companies, monitoring their long-term performance, and capitalizing on price declines that present buying opportunities. Maintaining a concentrated portfolio of twenty different stocks allows for effective diversification, which the firm believes is essential for achieving strong returns and resilience during market downturns. Generated from the website

Ali Basiri is a business based in Toronto, ON, that offers a specialized application designed to provide an optimized user experience. Users are notified that enabling JavaScript in their browsers is necessary for the full functionality of this app. The app aims to facilitate interactions and enhance usability for individuals seeking its services. Ali Basiri is committed to ensuring that all users can enjoy a seamless application experience through proper browser settings. Generated from the website