Ian Kerr, Portfolio Manager, brings with him over 35 years of experience in the investment industry. His responsibilities include financial consultation in institutional sales and portfolio management.

Ian spent 12 years with a major Canadian Bank as Administration Manager, Commercial Account Manager, Branch Manager, and the first Senior Account Manager in Private Banking. In 1983 he entered the Investment industry as an Investment Consultant with Merrill Lynch. Subsequently Mr. Kerr began his role as a Portfolio Manager with the Investment Counselling division of the Bank of Montreal and from there he served as the fixed income specialist at Ontario’s oldest Investment Counsel firm and 10 years at a Markham-based Investment Counsel firm prior to moving to Wellington-Altus.

A graduate of Paisley College of Science and Technology, which is now The University of Western Scotland, Mr. Kerr completed the National Examination Board in Supervisory Studies (NEBSS) in 1970. He has also completed studies at the University of Toronto, for the Institute of Canadian Bankers, and obtained the Canadian Securities Course and Conduct & Practices Handbook Exam designations with the Canadian Securities Institute.

Mr. Kerr has a long history of volunteering within his community with various organizations.