Founded as a family firm in 1979, the values with which we were established still hold true today - to treat you, our client, as though you were a member of our family, to understand your concerns and values and to support you in an atmosphere of caring and trust. Kerr Financial is a boutique, fee-only Personal Wealth Management Firm providing all of
Ron Merlot —
Kerr provides Fee only advice for investors. The net result is that you're getting good value for larger portfolios. Frank
Plan A Capital actively supports its clients and partners in the development, financing and execution of power and infrastructure projects, and in the creation of deal flow in these sectors. Plan A Capital was established in 2014 by a team of executives who accomplished successful transactions for the investment division of a large integrated engineering
We work exclusively with you.for you. For over 35 years, the Oberoi name has been offering their clients peace of mind through various insurance, investment and financial products. Being a family run firm, we recognize each client as an individual and understand the importance of creating a customized plan tailored to your specific needs.
As a broker
Related categories
Security services in Montreal, QC
Real estate agents in Montreal, QC
Investment in Montreal, QC
Loans in Montreal, QC
Wealth management in Montreal, QC