financial

  • 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).

  • Cumberland Private Wealth is one of Canada’s leading independent wealth management firms and a trusted fiduciary for families, individuals and foundations.

    Since 1997, our experienced team has helped clients achieve their financial and lifestyle goals through careful planning, advice and sound investing through customized portfolio solutions.

    By investing our own capital alongside yours, we are deeply committed and invested in your future.

  • 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.

  • 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.