Robert Kerr

Robert J. Kerr is the Chairman and Founder of Kerr Financial. The firm states that he has been building the Kerr Financial Group of companies since its inception in 1979. His current role focuses on participating in Quarterly Partners meetings and Investment Committee meetings, mentoring senior advisors, maintaining long-standing client relationships, and writing.

Kerr holds the CPA and TEP designations. Through Kerr Financial Consultants Inc., he provides tax and estate planning advisory services; through Kerr Financial Advisors Inc., he acts as Chief Compliance Officer and participates in Investment Committee meetings.

He is also an author and financial-education advocate. Kerr Financial says his personal-finance articles have appeared in Canadian publications including The Montreal Gazette, The Ottawa Citizen, The National Post, and The Toronto Star, and that he was editor for the personal finance section of CA Magazine. He wrote *The Only Retirement Guide You’ll Ever Need*, first published in 1994 by Penguin Books and the Globe and Mail, which Kerr Financial says sold more than 25,000 copies.

Kerr Financial Group describes itself as a private, family-owned business with more than 45 years of experience, operating across Canada with offices in Ontario and Quebec. Its related entities include Kerr Financial Advisors Inc., Kerr Financial Consultants Inc., and Kerr Financial Professional Corporation.

• I found no verified public evidence that Robert J. Kerr is an angel or seed-stage startup investor, despite the stub data labeling him as one.
• Kerr’s verified investment role is through Kerr Financial Advisors Inc., where he participates in the Investment Committee and the firm provides discretionary portfolio management and portfolio oversight.
• Kerr Financial’s investment philosophy emphasizes a “disciplined focus on long term objectives,” diversification across asset classes, geographies, sectors, and companies, and a multi-manager approach.
• The firm says its process includes discovery, review of existing portfolios, investment-manager selection, measurement and reporting, and tactical adjustments as market conditions or client goals change.
• Kerr’s verified expertise is with sophisticated high-net-worth clients, tax planning, estate planning, financial advisory, and family wealth management rather than public startup financing.