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Kerr Financial Corporation
Multifamily office listing in Montreal, Canada.
Overview
Kerr Financial is a fee-only personal wealth management firm that brings together tax advice, multi-family office services, investment management, and estate planning. It was founded in 1979. Investment interests include fund of funds strategies targeting long-term, risk-adjusted returns.
Services
- Tax advice
- Investment management
- Estate planning
Location
See more firms in Canada and Montreal.
Sources and last checked
- Family Office Club research database, 2026 edition
Last checked October 21, 2026.
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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