BARB KERR
CFP, TEP, CFDS, RRC 
CERTIFIED FINANCIAL PLANNER®
Investors Group Financial Services Inc.
About —
With IG Wealth Management since 1993, serving you from Parry Sound, I help clients find the financial peace of mind they are looking for through all stages of their financial life.
My passion is to help clients find solutions they are comfortable with and understand, giving clients the confidence they need to make informed financial decisions.
Client service is a top priority with regular contact and reviews. I also believe in the importance of financial education and provide access to regular educational webinars.
Common questions I help with:
* Are investments properly positioned for your goals?
* Will your money last through your later years?
* What will your retirement income look like each month?
* Are all tax savings in place for inheritances?
* Are financial issues in place in the event something happens to you?
Reach out for the answers and service you deserve. I'm honoured to help.
A real financial plan
general inquiries —
301 - 1350 Fisher Street
North Bay, ON P1B 2H1
Get Directions
Let’s talk —
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trends
LISTEN NOWtrending advice & stories
A lively start to the year breeds optimism
It’s Spring, and green is showing up everywhere. Is it a trader's dream or a signal of caution?
learn more
Should you invest for retirement or pay off your mortgage?
When interest rates are high, people often think it’s better to pay off their mortgage rather than save. But is it the right choice? We’ll help you decide.
Learn more
The little-known tax benefits of life insurance
Most people think of life insurance as a necessary expense. It’s something that you almost begrudgingly pay for, in the hope that you’ll never need it, but with the expectation that it will protect your family’s finances, should the worst happen.
Learn more
2024 federal budget highlights
The Canadian government presented the 2024 federal budget on April 16, and it contains several proposals of interest to Canadians. Here are the highlights of the budget proposals.
Learn more
How to avoid mistakes when making a will — and other estate planning tips
It’s not easy to talk about estate planning; after all, who wants to think about what might happen when they’re no longer here? It’s also a complicated topic, covering investments, tax and real estate, not to mention hard-to-navigate family issues. There’s far more to it than just making a will — find out exactly what’s involved in estate planning. As a result, many people make mistakes or forget important steps when developing their estate plan, which can lead to trouble for their loved ones.
Learn more
Mortgage renewal: why you should never auto-renew your mortgage
Over the next two years, almost half of all Canadian mortgages will come up for renewal. This is something that typically happens to most mortgage holders every five years or so.
Learn more