Business Details
Trusted CFO and Financial Planning Services in St. Catharines
At RGE & Associates, we are dedicated to empowering businesses and individuals to achieve their financial goals through expert accounting, strategic financial planning, and personalized advisory services. With over 30 years of combined experience, our team of certified professionals, including CPAs, CFPs, and seasoned financial executives, specializes in bridging the gap between stagnant operations and sustainable growth. We provide tailored CFO services, comprehensive bookkeeping solutions, and retirement planning strategies designed to optimize financial health.Our approach combines deep industry expertise with a commitment to transparency, corporate governance, and client-centric service. By leveraging cloud-based technology, we deliver real-time financial insights, enabling entrepreneurs to focus on innovation and expansion. Whether supporting small businesses or guiding individuals toward financial security, our mission remains rooted in delivering value, fostering trust, and driving long-term success.
Services
CFO Services
Personal Financial Planning
Bookkeeping
Strategic Planning
Financial Analysis
Risk Management
Retirement Planning
Estate Planning
Cloud Accounting
Business Growth Strategies
Highlights and features
- We have over 30 years of experience in accounting, CFO services, and financial planning.
- Our team includes certified professionals such as CPAs and CFPs with industry-specific expertise.
- We offer cloud-based accounting solutions for real-time financial management and accessibility.
- We serve clients across Niagara and surrounding regions with personalized, localized insights.
- We combine strategic planning with hands-on bookkeeping to address both immediate and long-term needs.
Services
CFO Services
Our CFO services provide strategic financial oversight to optimize business growth. We deliver tailored solutions for financial analysis, risk management, and operational efficiency. With expertise in mergers, acquisitions, and capital raising, we help businesses transition from stagnation to scalable success through data-driven decision-making.
Personal Financial Planning
We design personalized financial plans to secure long-term stability and retirement goals. Our certified planners analyze income, assets, and risk tolerance to create actionable strategies. By integrating estate planning, tax optimization, and insurance needs, we ensure clients achieve financial confidence and intergenerational wealth transfer.
Bookkeeping
Our cloud-based bookkeeping streamlines financial record-keeping for accuracy and accessibility. Services include transaction entry, reconciliations, and monthly reporting. By automating manual processes, we reduce costs and errors, enabling businesses to focus on growth while maintaining compliance with tax and regulatory requirements.
People
Rena McDonald
President
CPA and CMA with 28 years in hospitality finance, specializing in business growth and corporate governance. Partnered with companies for infrastructure development and investment strategies.
Gregor McDonald
Vice President
Certified Financial Planner with 23 years of experience in retirement strategy and financial clarity. Focuses on market performance analysis and executor support for Niagara clients.
George Kappukatt
Associate
Accounting professional with 30+ years in hospitality finance. Expertise in day-to-day bookkeeping and corporate governance for southern Ontario businesses.
Questions
What services does RGE & Associates offer?
We provide CFO services, personal financial planning, bookkeeping, strategic growth planning, and retirement/estate planning tailored to individual and business needs.
How can RGE help my business grow?
Our team develops customized financial strategies, optimizes operations, and leverages industry expertise to transition businesses from stagnation to scalable growth.
Do you offer personal financial planning for retirement?
Yes, our certified planners create retirement strategies using historical data analysis, risk assessment, and personalized income projections.
What areas do you serve?
We operate across St. Catharines, Niagara Falls, Hamilton, Burlington, and surrounding regions in Southern Ontario.
How do you handle bookkeeping for small businesses?
We use cloud-based systems for real-time financial tracking, including transaction entry, reconciliations, and monthly reporting to improve efficiency.
