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.

  • Arun Kumar, CPA, CGA

    It’s hard to be a world history and politics enthusiast without having an interest in economics and finance, so I spend equal time reading and learning about both.

    I started my North American public accounting career journey as a transplant from India to New York City in early 2005 to 2008, when I also became licensed to practice in the state of Michigan and worked as a senior accountant at a tier-one (PCOAB registered) firm in New York City, providing assurance services to a range of public companies. And, although the world is vast, I’ve deliberately chosen to live and practice in Southern and Eastern Ontario as a proud Turner Moore LLP partner.

    After moving to Canada, I also served as a US tax consultant to an international law firm in downtown Toronto in 2009. I started my practice in Toronto in 2010; I live in Toronto with my family and settled in Scarborough, where I serve local individuals and businesses with their tax and financial management. I took over a second office in Kingston, Ontario in 2022. I serve my clients from both locations. My clients are small to medium size businesses engaged in transport & logistics, physicians, dentists, dollar stores, restaurants, real estate brokers, builders, cleaning services, technology companies, gas stations, liquor stores, retail stores and other types of businesses. I represent my clients with the Canada Revenue Agency, and US Internal Revenue Service (IRS, USA) and all 50 US states for audits and provide cross-border tax advisory services to Individuals and businesses for Canadian and US nationals.

    My wife, Monika Goyal, a fellow CPA from New York State, manages our US and cross-border tax clients with me.

    I enjoy watching movies, basketball and playing cricket with my children in my leisure time.

    I would be pleased to connect with you if you live or operate a business in the GTA, Greater Kingston Area, or anywhere in Ontario.