Rachel Vaughan

Rachel has been helping people achieve financial independence since 1998. Her forthright and plain spoken manner demonstrate her genuine care, honesty and commitment to her clients and support for them in achieving their future dreams. Her mission is to create a realistic financial solution which maximizes the benefit to every generation – while creating wealth and sustaining a legacy.

On a personal note, Rachel and her husband Carl have been married for 39 years. They have 2 Adult children and 2 granddaughters who are a big part of their lives. Rachel has been an active member of St. Catharines Road Runners for 25 years. She has also become an avid supporter of the First Ontario Performing Arts Center (PAC) in St. Catharines and enjoys seeing many wonderful performances.

“Family, community and the environment are things that are very important to me. I really enjoy spending time with my clients, encouraging them to focus on their goals & dreams.”

Office– 1-905-570-1200 Ext. 235
Toll Free- 1-877-992-9978 Ext. 230

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Dave Vaughan

Dave Vaughan

R.F.P., CFP Certified Financial Planner*
Rachel Vaughan

Rachel Vaughan

Life and Health Insurance Advisor Investment Fund Advisor*
Morgan Ketler

Morgan Ketler

Life and Health Insurance Advisor Investment Fund Advisor*
Laura Petrunick

Laura Petrunick

Life and Health Insurance Advisor Investment Fund Advisor*