financial

  • Caldwell Advisory is a financial planning organization that understands there is more to creating and maintaining wealth than performance alone. We work with you to help you achieve your goals and financial objectives because we believe achieving these goals is your primary concern.

    Our planning process helps ensure we are working within your objectives by helping you understand where you want to go and what you want to achieve.

    By drawing on our years of expertise and the specialists we work with, Caldwell Advisory provides effective and timely solutions to risk management, tax issues, wealth accumulation and estate transfer strategies.

    At every step our efforts are geared towards creating value for our clients. Through the utilization of a written financial plan developed using unbiased, professional, client specific advice we help you achieve your goals.

  • Douglas A. Boufford is a Chartered Accountant and Certified Fraud Examiner, offering professional services in accounting, personal and corporate income tax, investigative and forensic accounting, fraud investigation, litigation support, mediation and arbitration.

  • After spending seventeen years working in the social & emotional health services field, Betty-Anne began her career assisting people with their financial health & well-being. With her unique background in teaching & as a counsellor, educating her clients has become an integral part of how she conducts her business along with her desire to understand "the meaning behind the money".

    Betty-Anne believes in the importance of understanding your relationship with money in order to move forward in a meaningful way to make your dreams a reality. In addition to the CFP® designation, Betty-Anne holds the Chartered Life Underwriter Designation (Advanced Estate, Tax & Business Planning) and the Certified Health Specialist Designation (Living Benefits Specialist).

  • Secker Ross & Perry LLP was established in 1971 and has become a leading accounting firm in our region. We have grown to four partners and over twenty staff, servicing clients throughout Central and Eastern Ontario.

    In May of 2011 we moved to our new location in The Woolen Mill on Kingston's inner harbour. A beautifully renovated former textile factory, this historic building has housed businesses and community groups for decades.

    Our firm is made up of a talented and ambitious group of people, most of whom trained with national firms and are now exercising their entrepreneurial skills in a collegial practice environment.

    Secker Ross & Perry LLP encourages team spirit in and out of the office. As a firm, we organize and participate in many events and fundraisers throughout the year which benefit our community.