Prospeo
Hero Section BackgroundHero Section Background
Kerr Financial Group

Kerr Financial Group Email Formats

Financial ServicesFlag of CAToronto, Ontario, Canada21-50 Employees

Kerr Financial Group Email Formats

Kerr Financial Group uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@kerrfinancial.ca), used 92.6% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@kerrfinancial.ca
92.6%
{first name}{last name}
johndoe@kerrfinancial.ca
3.7%
{last name}{last name}
doedoe@kerrfinancial.ca
3.7%

Key Contacts at Kerr Financial Group

Flag of CA

Robert J. Kerr

Founder & Chairman

Flag of US

Cathlene Kerr

Owner/Financial Professional

Flag of CA

Patricia Gasc

Executive Assistant To The Chairman & Founder

Flag of US

Mark Kerr

Owner And Financial Advisor

Flag of CA

Rob Kerr

Chief Executive Officer

Company overview

Headquarters1212 - 150 York Street, Toronto, ON M5H 3S5, CA
Phone number+14163649447
Website
NAICS52
SIC628
Keywords
Family Office Services, Investment, Philanthropy And Charitable Giving, Personal Tax Preparation, Estate Planning And Trust Formation, Financial Planning / Wealth Preservation, Holdco Accounting / Corporate Tax, Integrated Investment Management
Founded1979
Employees21-50
Socials

About Kerr Financial Group

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.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
Founder/Owner

Employees by Department

Kerr Financial Group has 34 employees across 9 departments.

Departments

Number of employees

Funding Data

Kerr Financial Group has never raised funding before.

Kerr Financial Group Tech Stack

Discover the technologies and tools that power Kerr Financial Group's digital infrastructure, from frameworks to analytics platforms.

Microsoft 365

Microsoft 365

Email

Frequently asked questions

Kerr Financial Group is located in Toronto, Ontario, CA.
You can reach Kerr Financial Group at +14163649447.
Kerr Financial Group was founded in 1979, making it 47 years old. The company has established itself as a significant player in its industry over this time.
Kerr Financial Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles