Kerr Financial

Finance · Canada · 11-50 Employees

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Overview

Headquarters

150 York St Ste 1212, Toronto, Ontario, ...

Phone Number

(416) 364-9447

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Kerr Financial

Kerr Financial is a boutique, fee-only personal wealth management firm that offers a comprehensive range of financial services including investment management, personal financial planning, accounting, tax advisory, estate settlement, and family governance. The firm is dedicated to providing customized financial solutions tailored to the unique needs of their clients, which include next-generation wealth builders, successful Canadians, and sophisticated families. With a team of experienced professionals, Kerr Financial aims to help clients build and preserve their financial legacy. Their integrated approach ensures that clients receive thoughtful guidance and support throughout their financial journey.Explore more
Kerr Financial's Social MediaPopular SearchesKerr Financial CorpKerr FinancialKerr Financial Advisors IncKerr Financial IncKerr Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Kerr Financial Org Chart

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Chief Financial Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kerr Financial

$5.3M
11-50
Private
-
1979
CM
Carmen MelfiChief Financial Officer
$9.6M
11-50
Private
-
2012
JH
Jason HeathManaging Director
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1992
BR
Bailey RyanOffice Manager
<$5M
1-10
Private
-
-
JP
Jason PolsinelliSenior Wealth Advisor & Portfolio Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kerr Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kerr Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kerr Financial.

Kerr Financial Tech Stack

A closer look at the technologies used by Kerr Financial

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Frequently Asked Questions Regarding Kerr Financial

What is Kerr Financial's official website?
Kerr Financial's official website is www.kerrfinancial.ca
What is Kerr Financial's Revenue?
Kerr Financial's revenue is $5.3 Million
What is Kerr Financial's SIC code?
Kerr Financial's SIC: 62,628
What is Kerr Financial's NAICS code?
Kerr Financial's NAICS: 52,523
How many employees does Kerr Financial have?
Kerr Financial has 11-50 employees
What industry does Kerr Financial belong to?
Kerr Financial is in the industry of: Finance, Securities Trading
What is Kerr Financial competition?
Kerr Financial top competitors include: Tetrault Wealth Advisory Group, Objective Financial Partners, Polsinelli Financial Advisory Group, Physicians Wealth Advisory
What technology does Kerr Financial use?
Some of the popular technologies that Kerr Financial uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
Who is the CFO of Kerr Financial?
Kerr Financial's CFO is Carmen Melfi
How do I contact Kerr Financial?
Kerr Financial contact info: Phone number: (416) 364-9447 Website: www.kerrfinancial.ca
What does Kerr Financial do?

Kerr Financial is a boutique, fee-only personal wealth management firm that offers a comprehensive range of financial services including investment management, personal financial planning, accounting, tax advisory, estate settlement, and family governance. The firm is dedicated to providing customized financial solutions tailored to the unique need... s of their clients, which include next-generation wealth builders, successful Canadians, and sophisticated families. With a team of experienced professionals, Kerr Financial aims to help clients build and preserve their financial legacy. Their integrated approach ensures that clients receive thoughtful guidance and support throughout their financial journey.Read More

What are Kerr Financial social media links?
Kerr Financial Linkedin page Kerr Financial Twitter page Kerr Financial Facebook page
Is Kerr Financial a public company?
Kerr Financial is private company therefore does not currently have an official ticker symbol
See more information about Kerr Financial

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