Kerr Financial

Also known as Kerr

Multi Family Office (MFO)Toronto, CanadaFounded 1979
Toronto
Headquarters

About Kerr Financial

Kerr Financial is a multi-family office based in Montreal, Canada. Established in 1979 by Robert J. Kerr, to help individuals become more business-like about their personal finances. The firm offers services that include family office, investment management, financial planning, tax advisory, estate administration, accounting, and trust. The firm was established for the purpose of assisting individuals to maximize their personal financial resources, alleviate their financial and retirement concerns, and simplify the administration of their affairs. The firm is focused on the needs of business owners, professionals, senior executives, and high-net-worth individual investors. We specialize in large cap globally diversified dividend yielding equities, Canadian bonds, Canadian equity fund, emerging markets manager, and a few international ETFs.

Preferred Investment Types

Equity FinancingInvestment FundsJoint Venture/PartnerPrivate EquityVenture Capital

Preferred Sectors & Themes

Equity/Mutual FundsETFsImpact InvestingInvestment ManagementLegal & Tax ServicesWealth & Estate PlanningFinanceTraditional Investments (Liquid Assets)High-Level SectorsValues-Based InvestingFinancial Services

Preferred Geographies

CanadaUnited States

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Frequently asked questions

What type of investor is Kerr Financial?

Kerr Financial is a multi family office (mfo) based in Toronto, Canada.

Where is Kerr Financial headquartered?

Kerr Financial is headquartered in Toronto, Canada.

When was Kerr Financial founded?

Kerr Financial was founded in 1979.

What does Kerr Financial invest in?

Kerr Financial focuses on Equity Financing, Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital, Equity/Mutual Funds, ETFs, Impact Investing.

How can I contact Kerr Financial?

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