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Chartered Professional Accountant's office with two CPAs, three tech and two admin.  We prepare personal and corporate returns as well as estates and trusts.   We have a small list of American clients that we do 1040 returns for. 

I am a Registered Nurse Specialist with experience in Palliative Nursing Care, Oncology Therapies, and Community and Hospital Nursing Care.  I have been  assisting patients and their families for over 20 years in planning and preparing for complications associated with their chronic health needs.  

I am an employee with MBI Financial Inc for 27 years.  I specialize in selling guaranteed investment products, life insurance products and mutual fund products.  I am life insurance licensed as well as mutual fund licensed.  I have completed the course in Registered deposit broker also.  In the branch office that I work in - Ridgetown - do the estate paperwork for my clients to make the necessary changes to their accounts when their loved ones have passed on. 

As a Project Manager with 20+ years of experience, I have the ability to look at the big picture and breakdown each action item into manageable steps.

Happy to help you in any way possible

Holistic, professional financial planning advice and solutions from cradle to grave

BA - Psychology and Sociology

CFP - Certified Financial Planner

EPC - Elder Planning Counselor

A Certified Financial Planner (CFP®️) and Responsible Investment Specialist (RIS) with over 22 years of financial services experience, Catrina's team provides comprehensive financial, estate, and wealth protection planning for her clients.

Working with individuals, multi-generational families, and business owners, she believes every person should have a holistic financial plan that they understand. A plan that adapts as life happens and remains current to capitalize on valuable opportunities as products, strategies, and tax laws evolve.

Catrina's team creates plans that not only focus on preserving, growing, and transferring wealth to the next generation, but also on protecting your assets along the way.

Christine has been a member of the Appraisal Institute of Canada since 2004 working as a residential appraiser. In 2011 she earned her P.App, CRA designation, and joined Rivington Appraisers that same year. Christine serves the Ottawa Valley, including Arnprior, Mississippi Mills, Carleton Place, West Carleton, Calabogie and Renfrew area, and works seamlessly with her colleagues in the Perth office. The ease of communication flow and support she gets from the Rivington admin staff allow her to focus on servicing her clients. Christine grew up in the Arnprior/ Renfrew area and enjoys country living.

Canadian Chartered Professional Accountant (CPA, CA) with a general practice focusing on owner-managed businesses. We are the Canadian owner-managed business owner's choice for on-line professionally designated tax accountants.

Areas of practice include:
- assurance (audit & review engagements)
- tax advice, tax planning and tax preparation services, for individuals, partnerships, corporations, trusts and non-residents of Canada.
- deceased persons and estates; did you once agree to be an executor for someone's estate and now they have passed away? Being an executor is a daunting job which can consume more time than you ever imagined. We can help guide you through the tax compliance associated with an estate.

Area of professional interest: the use of technology in the work of professional accountants and tax practitioners to achieve work-life balance, enhance firm productivity with the end goal of increasing client value.

Specialties: service to Spanish and German speaking clients.