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James Kerr, Financial Advisor

Focus Areas

  • Business owner considerations
  • Wealth strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Intergenerational planning
  • Wealth protection strategies

About James

I was born in Scotland and came to Canada, with my family, as a young child in 1983. We first lived in Southern Ontario before moving to Oceanside in 1989.

My grandfather was an accountant and taught me the importance of saving from an early age. He would give me savings bonds as gifts and taught me about the benefits of compound interest. I added to my bonds with the proceeds from my paper route which I built up by going door to door to deliver papers and collect subscriptions in the neighbourhood where we lived.

I have always had a...

Work History

  • Edward JonesMay 2018 to Current

Personal Interests

  • Golfing
  • Sports Enthusiast
  • Photography
  • Movies & Entertainment
  • Music

Team Members

  • Rhonda Lalonde
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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