Kerr Financial Group
Toronto, ON
Phone: +14163649447Format verified (CA)
Website: kerrfinancial.ca
Trust signals
- ✓ Online since 2000
- Format verified (CA)
Kerr Financial Group offers comprehensive financial advisory services tailored for wealth building and family governance.
Kerr Financial Group is a premier financial advisory firm located in Toronto, Ontario, dedicated to providing holistic financial planning and customized advisory services. With a focus on next-generation clients, they deliver essential guidance for wealth building and family governance. Their team of experts specializes in investment management, personal financial planning, and estate settlement, ensuring that clients receive personalized attention and tailored solutions. Committed to helping successful Canadians navigate their financial journeys, Kerr Financial Group stands out for its dedication to client success and sophisticated service offerings.
Business stage
established
Local competition
medium
Profile confidence
90%
Services & offerings
Investment Management, Personal Financial Planning, Accounting Services, Personal Tax Services, Estate Settlement & Administration, Family Governance & Engagement
Who they serve
Kerr Financial Group primarily serves successful Canadians seeking personalized financial guidance.
Ideal customer
- Industry
- Finance
- Company size
- Small to Medium Enterprises
- Decision-maker role
- Business Owners and High-Net-Worth Individuals
- Geography
- Canada
B2B vs B2C focus
B2B 30%B2C 70%
Demand pattern
Stable demand year-round
Peak months
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Financial planning services are sought throughout the year.
What sets them apart
- Holistic approach to financial planning
- Customized advisory services
- Expertise in family governance
Team size
Unknown
NAICS
523930
Technology
WordPressMailchimpGoogle AnalyticsFacebook PixelCloudflareUses Microsoft 365