Conseillers Financiers Kerr

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1600 Rue Sherbrooke O
Montreal, QC
+1 (514) 871-8213
https://kerrfinancial.ca

Kerr Financial is a boutique, fee-only personal wealth management firm based in Montreal, specializing in comprehensive financial services tailored to meet the unique needs of families. With over four decades of experience, they are committed to treating clients like family and providing customized solutions through a dedicated team of professionals.

The firm offers a full range of services including investment management, personal financial planning, accounting, tax advisory, and estate settlement. Their approach focuses on delivering essential financial guidance to clients in various stages of wealth building, ensuring thoughtful and personalized support for both straightforward and complex financial needs.

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