INTEGRITY:
"When our thoughts, words & actions are in alignment."
GroupOne is an independent, wealth management firm established in 2001.
Our clients are individuals, families, professionals and small business owners who are interested in their financial future and value professional advice.
We engage our clients in a collaborative financial strategy process to design, build, optimize and protect wealth. Whether they are pre-retired or living in retirement, we believe surrounding our clients with a team of caring professionals significantly enhances their present and future lifestyles.
We continue to build client relationships that last a lifetime.
"Your goals and objectives are always our first priority"
Meet Brian
Brian Kerr has successfully been providing guidance and support to his clients residing in B.C. and Alberta for over 24 years. As an Independant Broker, he has the freedom to work with companies who offer products and services that best fit your individual needs.
A father of two young men, Cody and Dustin, and husband to wife Jan, Brian is a long time resident of the Okanagan. He is an epicurean always on the look-out for a new recipe and pairing it with great wine. During his down time you may find him on the water or reading the "Globe and Mail". Brian and Jan are long time avid supporters of the community through a variety of charitable organizations.