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Krista Kerr CA, R.F.P., CFP, CFA, TEP President and C.O.O. Kerr Financial Corporation - As President and C.O.O. of Kerr Financial Corporation, Krista is responsible for the overall management of the firm. She provides leadership to the quarterly Kerr Financial partners meetings and is active in developing new business for the firm. She provides integrated financial planning and family office services to sophisticated, high net worth clients, including business owners, corporate executives and individual investors. Krista began her career at Ernst & Young as an audit manager and consultant to entrepreneurs, small business owners and various financial services companies. In 1993, she joined Kerr Financial and heads up a team of tax specialists, investment advisors and financial planners in our Toronto office. Krista is editor of The Only Retirement Guide You’ll Ever Need. She has appeared frequently on personal finance television and radio shows including CBC Business World, The Gill Deacon Show, the AM 640 Smart Money show and Report on Business television. Krista is also a founding director of the non-profit environmental organization “Evergreen” and is actively involved with the Patron’s Council of the National Ballet of Canada.
Investments, Tax Planning, Wills & Estates, Retirement Planning
100% Fee
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