Kerr Financial Group Background & Overview Overview

General Information

Kerr Financial Group is a multi-family office headquartered in Montreal. The firm provides integrated wealth management, investment advisory, and family office services to high-net-worth families and individuals. With a focus on holistic financial planning, Kerr Financial Group addresses complex needs across generations, including philanthropy, tax, and estate matters—supports clients in preserving and growing wealth through tailored strategies and disciplined portfolio management.