Mandate & appetite
- Preferred strategies
- Core, Core Plus, Opportunistic
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Kerr Financial, founded in 1979 and based in Montreal and Toronto, is a private, family-owned wealth management firm specializing in personalized investment management, financial planning, and estate services. The firm emphasizes disciplined, client-focused strategies and is led by founder Robert J. Kerr.
Unlock mandates & allocation signals
See Kerr Financial Group's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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