Summary
Kerr Financial
Founded in 1979
Description
Kerr Financial is a Canadian boutique, fee only Personal Wealth Management Firm. They offer customized financial services including financial planning, tax advice, investment management, estate planning, and more. They have been advising successful fam...
Strengths
- Kerr Financial has a strong market share in their industry
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
- Since Kerr Financial was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Kerr Financial's annual revenue
$5474000
Based on Kona Equity data
-
Revenue per employee
$322000
-
Variance of revenue growth
0.08
-
Annual revenue growth since founding
$121644
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Revenue growth rate from first known quarter to current
-31.0%
Employee Count
17 employees
-
Employee growth rate from first known quarter to current
-36.4%
Executives
Carmen Melfi
Chief Financial Officer
c**@kerrfinancial.caGitta Kerr
Partner
g**@kerrfinancial.caYvonne Zhong
Senior Accountant
y**@kerrfinancial.caColette Brodeur
Wealth Management Administrator
c**@kerrfinancial.caGrace Lin
Senior Staff Accountant
g**@kerrfinancial.caLynn Waterston
Chief Operating Officer
l**@kerrfinancial.caHayleigh Telesnicki
Associate Advisor
h**@kerrfinancial.caCristina Altares
Estate Adm Specialist
c**@kerrfinancial.caLoretta Downing
HR Coordinator
l**@kerrfinancial.caHafsah Khan
Staff Accountant
h**@kerrfinancial.caShannon Mcallister
Tax Financial Planning Analyst
s**@kerrfinancial.caMark Kerr
Owner and Financial Advisor
m**@kerrfinancial.caKrista Kerr
CEO
k**@kerrfinancial.caHannah Seto
Services Manager, Client Accounting
h**@kerrfinancial.caFrank Settino
Investment Counsellor
f**@kerrfinancial.caLauren Rudolph
Investment Counsellor
l**@kerrfinancial.caPhone Financial
Chief Executive Officer
p**@kerrfinancial.caVicky Batzios
Compliance Associate
v**@kerrfinancial.caNicolas Leclerc
Manager, Investment Management
n**@kerrfinancial.caMaria Schecter
Investment Management Administrator
m**@kerrfinancial.caMichael Samotis
Senior Financial Advisor
m**@kerrfinancial.caJinghui Zhang
Investment Management Business Analyst
j**@kerrfinancial.caG Score - 4
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
Location
Unlock unlimited leads
Key Information
- Name: Kerr Financial
- Category: Investment management
- Industry: Financial Planner
- SIC: 62; 6211
- NAICS: 523; 52
See similar companies
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By City Montreal Small Financial Planner in Montreal Mid-size Financial Planner in Montreal Investment management in Montreal Small Investment management in Montreal Mid-size Investment management in Montreal
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By State Quebec Small companies in Quebec Investment management in Quebec Small Investment management in Quebec Mid-size Investment management in Quebec Small Financial Planner in Quebec Mid-size Financial Planner in Quebec
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
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Firmographic data G Score of 4 Founded in 1979 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 52 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
Kerr Financial's headquarters are located at 1600 - 1000 Sherbrooke St W. Montreal, Quebec H3A 3G4.
Kerr Financial's official website is kerrfinancial.ca
Kerr Financial's annual revenue is $5.5 M.
Kerr Financial's SIC: 62; 6211
Kerr Financial's NAICS: 523; 52.
Kerr Financial has 17 employees
Kerr Financial is in the industry of Investment management.
