History and Philosophy of the Firm
Allan Chartered Accountants was established in 1979 and has continually provided a high level of service to our clients. Our practice is a service oriented accounting firm with a highly trained professional staff and clerical support team. Our client base is varied, ranging from municipalities, not-for-profit organizations, health units, proprietorships, partnerships, corporations, and charitable organizations, as well as individuals.
For over 30 years, the practice has been built on traditions of integrity, commitment and knowledge.
Professional services, offered by the firm, are diverse ranging from standard audit and accounting services, strategic consulting, mergers and acquisitions, personal tax and financial planning.
Our vision is to be the best professional services firm for our clients and the communities we work in.
Chartered Professional Accounting Services
Cross Street & Company is a full service chartered professional accounting firm with locations in Perth and Westport, Ontario.
We take pride in partnering with you and your business and we commit ourselves to be an integral part of your success. We fulfill the role of trusted accountant, auditor and adviser to many individuals and businesses of all sizes in our area. We guarantee you prompt and confidential service.
We feel rewarded by seeing you prosper
At Cross Street & Company we feel most rewarded by seeing you and your business prosper. We take ample time to get to know you better and get a feel for your preferences and priorities. Building open and honest relationships enables us to serve you optimally. Rest assured that we always have one of our knowledgeable staff available to answer your questions or address your concerns in a timely, professional manner. Moreover, we are committed to provide you, in a timely fashion, with the right knowledge and tools to avoid the most common financial pitfalls.
Our strength is in our people
At Cross Street & Company our strength is in our people.We are the people you meet on the street every day, people active in local organizations through sponsorship’s and volunteer work. Cross Street & Company staff are proud to make our community a better place to live and do business.
Dominion Lending Centres is a national mortgage brokerage and leasing company with access to more than 90 lending institutions, including big banks, credit unions and trust companies.
Dyke & Murphy’s story began in 1977 when Richard Murphy first opened its doors in Perth, Ontario. Born and raised in Perth, Richard launched his professional career in Montreal before moving home to start his practice. Since then, he has built a strong foundation with clients from across eastern Ontario.
Rob Dyke joined the firm as a partner in 2009 allowing Richard to transition toward retirement. The staff members who had already worked for Richard for years allowed for a smooth transition as their existing knowledge and experience was – and remains – an invaluable company asset.
Rob brought industry experience that has allowed Dyke & Murphy to further serve the business community and the corporate client list has since grown.
All the Dyke & Murphy staff members regularly attend professional development seminars and tax courses that focus on the latest tax information and CRA practices and procedures. We attend these workshops so we can better serve our clients.
Edward Jones serves nearly 7 million investors from more offices than any other investment firm in North America. We attribute a great deal of our success to our principles and personal, long-term approach to investing.
We have consistently been ranked among the 50 Best Employers in Canada, and our employees tend to stay with us for years. As a privately owned company, Edward Jones has a very personal feel that’s almost like family. And we’re very proud of that.
Edward Jones is a limited partnership in Canada and is a wholly owned subsidiary of Edward D. Jones &Co., LP, a Missouri limited partnership. Edward D. Jones & Co., LP is a wholly owned subsidiary of The Jones Financial Companies, LLLP, a Missouri limited liability limited partnership.
Finnegan Insurance Brokers is located in the very heart of Eastern Ontario in beautiful heritage Perth. Serving the community since 1959, we strive to provide you with choice insurance and investment products at competitive rates.
Founded in 1974, KHMPC is an accounting and business services firm that offers a full range of accounting, tax, and audit services. KHMPC delivers services that combine superior knowledge and expertise, as well as excellent customer focus, to create a strong level of trust and confidentiality with each of our clients, whether corporations, not-for-profit organizations or individuals.
KHMPC’s staff consists of more than 20 individuals, many with decades of accounting experience. The firm employs Chartered Professional Accountants including Chartered Accountants (CA) and Certified General Accountants (CGA), and other professionals — all with a wealth of practical experience. With offices in Perth, Carleton Place, Arnprior, and Stittsville, KHMPC provides services throughout Ottawa and the surrounding areas.
The Fund was formed at Perth in 1974 as a result of the efforts of Stephen Cross, a Chartered Professional Accountant, and John Willson, a lawyer, to provide investment opportunities which might not otherwise be available to the individual holders of self-directed registered retirement savings plans (“RRSP’s”) and registered retirement income funds (“RRIF’s”).
The Fund is unincorporated and pools the assets of its members’ individual self-directed RRSP’s and RRIF’s for investment in mortgages and other investments authorized by Canada Revenue Agency. The Fund is limited to a maximum of 50 participants. For income tax purposes ScotiaTrust, which acts as the Fund’s trustee, issues to each investor an annual receipt for monies invested. The Fund itself is not a taxable entity.
The Fund’s fiscal year runs from January 1st to December 31st, and following preparation of the year’s financial statements by its independent accountant, Cross Street & Company Chartered Professional Accountant, a copy of same is sent to each investor including an analysis of the securities and mortgage portfolio and confirmation of the amount of his or her personal investment total.
Fund members authorize the Fund’s six-person Management Committee to manage and invest their investment. The committee normally consists entirely of investors in the Fund who serve on an unpaid voluntary basis thereby significantly reducing administrative costs. Among their duties, the committee reviews applications by persons wishing to invest in the Fund, sets the terms for mortgage applications, reviews and approves or rejects mortgage applications, ensures suitable insurance coverage on mortgaged properties and payment of property taxes, as well as providing ongoing management of the Fund. The members of the Committee have diverse backgrounds and considerable business experience in the geographical area served by the Fund.
The Fund does not employ a fixed lending rate. The Committee determines this based on several factors including market value of the property to be mortgaged, including condition and location, the financial net worth of the applicant, his or her income, a credit report and the applicant’s prior history, if any, with the Fund. Properties eligible for consideration include residential, rental, commercial, raw land and development. Construction and builder’s properties are also eligible. Second mortgages are also considered. For consistency all mortgages are processed by the Fund’s solicitors, Barker Willson Professional Corporation.
Linda is a certified professional bookkeeper and authorized Farm Credit Canada software trainer serving farmers and small business owners in the surrounding areas of eastern Ontario and western Quebec.
As a farmer and small business owner herself, Linda knows what farms and small businesses need to make them successful. Whether you’re looking for assistance with bookkeeping, income taxes, payroll, or your financial or farm management software, contact Linda to discuss which business services or farm services are right for you.
For six decades, the partnership of Nephin and Winter has been providing quality accounting and financial services to businesses and individuals throughout eastern Ontario.
Our loyal business clients have come to rely upon our firm for quality and timely services, including
- Income Tax Preparation
- Financial Planning
- Government Forms Preparation and Compliance
- Payroll Services Support
- Administrative Support
- Succession Planning
- Tax Planning
Each year our firm processes thousands of personal Income Tax returns for the residents of eastern Ontario. Our clients have come to trust us to accurately prepare their returns, scrutinize for every allowable deduction and electronically submit their returns.
Primerica is a Main Street Company for Main Street North America. Our mission is to help families earn more income and become properly protected, debt free and financially independent.
Today’s families face major financial challenges. They’re being forced to downsize their goals and dreams — to settle for less. Primerica shows them how they can change their life. We are the one company focused on the middle market and helping Main Street families get the financial help they need.
We help Main Street families get the protection they need at a price they can afford, invest for the future and get out of debt. We teach families fundamental financial principles that aren’t taught in school and we give them an opportunity to build a business and transform their life.
Your Wealth: Discover the Possibilities.
We put our clients’ goals, aspirations and priorities first. Let RBC Wealth Management help you achieve what’s most important in your life.