Meghan Davis CPA, CA, TEP
Meghan Davis joined Cumberland Private Wealth Management Inc. in December 2017. Meghan brings valuable insights, deep knowledge and experience in the areas of estate and tax planning, including specialized expertise with Individual Pension Plans (IPPs). She works with clients and referring advisors across Canada. She is based in our Kingston, Ontario office.
Prior to Cumberland, Ms. Davis was a senior manager in a local Kingston accounting firm where she specialized in tax planning and compliance work for trusts and estate clients. In 2017, she completed her Trust and Estate Practitioner designation from STEP Canada, and was awarded the Gerald W. Owen Book prize for achieving the highest average mark of their diploma program in 2016.
Ms. Davis began her career in Toronto at Ernst & Young LLP, moving to Kingston in 2006, where she currently lives with her husband and two children. She is a former Board member and Treasurer for Habitat for Humanity – Kingston Limestone Region, and a member of the education committee of STEP Canada.