James Kerr, Financial Advisor, Financial Planner located in Qualicum Beach, BC

Financial Advisor,
Financial Planner
James A Kerr

CFP®
672 Beach Road, Suite 1b, Qualicum Beach, BC V9K 2R1opens in a new window
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Focus Areas

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

Personal Interests

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

Team Members

  • Rhonda Lalonde
    Sr. 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

Phone

(250) 752-1690

Fax

(866) 708-3240

Office Address

672 Beach Road
Suite 1b
Qualicum Beach, BC V9K 2R1opens in a new window