On today's episode, we have Ian Kerr, he is the Senior Business Development Manager for BMO Segregated funds and Annuities. Ian’s extensive investment knowledge and experience in the client advisory role allows him to fulfill his responsibilities to advisors in the MGA and National Accounts distribution channels. These responsibilities include providing education on investment product offerings and ongoing enhancements, with a focus on assisting in the building of quality investment practices. Ian holds a B.Sc. Finance from Alabama State University, where he attended on a golf scholarship. Further to his degree in finance, Ian has earned his mutual fund license, successfully completed the Canadian Securities Course, and the LLQP.

Ian also is a past board member with the Herbie Fund through the Hospital for Sick Kids. Currently, he is a member and past chairperson of the Proud Partners Golf committee where all proceeds go toward supporting the construction of the new Mackenzie Health hospital in Vaughan, Ontario.

We discuss RED /BLUE brain and how it is helping him exercise more control as well as providing more insights into my relationships.

Ian Kerr - Senior Business Development Manager, Segregated Funds
BMO Insurance
[email protected]
1-877-742-5244 x 5082
Guaranteed Investment Funds

The Red/Blue Brain