Who we are
Meghan Davis, CPA, CA, TEP, CFP, RFP
In November of 2018, Meghan founded Estate Tax Services Professional Corporation, a boutique accounting firm to cater to the unique accounting and tax needs of trustees and executors.
She is a member of the Chartered Professional Accountants of Ontario, and earned her Trust and Estate
Practitioner (TEP) designation in 2017 from STEP Canada. She is a Certified Financial Planner (CFP) and Registered Financial Planner and offers Financial and Estate Plans to customers on a fixed price basis. Prior to starting her own firm, Meghan worked in the tax practices of both local and international firms, and has earned a reputation for providing high quality tax advice in an easygoing and approachable manner.
Meghan Belanger, Estate Tax Specialist
Meghan joined Estate Tax Services Professional Corporation in January 2023, bringing over six years of experience in administration at a public accounting firm. Her background in administration has equipped her with a keen understanding of navigating complex matters with the CRA.
Driven by her commitment to precision and client satisfaction, Meghan ensures that each estate she handles receives meticulous attention to detail. In 2025, she obtained a Certificate in Estate and Trust Administration through STEP Canada, and continues to be dedicated to enhancing her expertise in the field of trust and estate taxation.
Catherine Morrin, Administrative Coordinator
Catherine joined Estate Tax Services in February 2024 and brings an enthusiasm for learning and professional growth. She is eager to expand her knowledge, take on new challenges, and continuously develop her skills to better support both clients and colleagues.
In her role as Administrative Coordinator, Catherine supports clients through the administrative and technical aspects of estate tax work, including navigating CRA processes and using our technology. Known for being kind, approachable, and attentive, she is frequently praised by clients for how lovely she is to work with and for the care she brings to every interaction.