Laura has been helping our clients for 20 years. Laura's warm, friendly, approachable nature makes our clients feel comfortable and assured that they are taking the right step with their financial goals. Laura has a background in Teaching that enables her to look at financial situations from a broader perspective. She motivates our clients to make financial decisions that are right for them as well as keeping them on track with guidance and education. Laura recently obtained her Certified Financial Planner Designation. In her leisure time, she enjoys spending time with her family and friends as well as reading, working out, hiking, and travelling. She has also found fulfillment in creative activities such as painting and floral design. Her children are young adults, flourishing in their independence, yet remaining close. She loves helping the community as well by volunteering as a director on the Lincoln Chamber of Commerce board.

I am licensed for insurance in the Province of Ontario

I am licensed for mutual funds in the Province of Ontario and BC.

"Finanducation: the simple and clear education of financial security planning and concepts. Everyone needs some level of Finanducation"

Morgan has been working for over 10 years with The Vaughan Team and our clients. Building a relationship and trust is his first approach and necessary to ensure they are at ease knowing their goals will be achieved. Morgan brings youth and energy to the team. He relates well to the needs and wants of families. As well as new and young investors who are establishing their goals and dreams. In his personal life, Morgan and his wife are parents of two daughters. As a family they enjoy creating memories at home in the country, doing just about anything outdoors. In his spare time, he enjoys cycling, playing hockey, hiking with their dogs and spending time with his family at either the rink, pool or track.

I am licensed for insurance in the Province of Ontario

I am licensed for mutual funds in the Province of Ontario.

"Creating wealth is one thing, protecting it is another, doing both is key!"

Dave has been working with individuals and their families for over 43+ years. As a seasoned Financial Advisor, Dave's knowledge and experience are vast. Many second and third generations of Dave's original clients count on us for financial advice. Dave is both a Certified Financial Planner (CFP) and Registered Financial Planner (RFP). As well as a member of Advocis (the Financial Services Advisors Association of Canada), The Institute of Advanced Financial Planners and the Canadian Institute of Financial Planners. He is a past executive member of the Canadian Association of Financial Planners (now part of Advocis). Dave and his wife Karen have been married for 60 years. He loves to spend time with his family, and especially their grandchildren. They enjoy travelling and spending the summer on Manitoulin Island. Dave enjoys golf, fishing, photography, and a good book.

I am licensed for insurance in the Province of Ontario

I am licensed for mutual funds in the Province of Ontario, Nova Scotia and BC.

"Your Financial Success Is My Business"

As one of The Vaughan Team’s Executive Assistants, Judy plays a crucial role in supporting our team in managing client relationships, organizing our schedules, and ensuring efficient operation of our practice. She is responsible for handling administrative tasks, coordinating client meetings, and maintaining communication with our clients. This role requires strong organizational skills, attention to detail, and the ability to handle sensitive financial information with discretion.

Judy assists clients with account inquiries, prepares documents, and other administrative tasks as required. Ensure compliance with regulatory requirements and internal policies in all client interactions and documentation. Judy’s adaptability and willingness to take on new tasks and challenges as they arise is one of her most commendable attributes.

Judy has been a part of the Team for over 10 years. She has indicated that it’s been such a wonderful and fulfilling experience. We are a great team who are fortunate to be able to call ourselves both co-workers and friends. Judy hopes to continue to learn and grow with this company and it’s a pleasure to work with such a great team and clients.

As one of The Vaughan Team’s newly trained Executive Assistants, Stephanie is excited to bring her enthusiasm for learning to The Vaughan Team. In her role, she is preparing meeting materials, and maintaining accurate client records by maintaining client databases and CRM systems, ensuring accurate and up-to-date client information, confidentially. As well as other administrative tasks as required.

Stephanie joined the team a little over 2 years ago. She came from a background in dental hygiene. Therefore, our industry was a learning curve for her. She always takes on new learning and challenges with a smile! She has also enjoyed expanding her mind and learning a new type of language…a financial language. Being a part of the team is very rewarding, as she continues to grow in this position, she is committed to delivering excellent service and contributing to the success of our team.

Rachel is our newest member to dip her toes into retirement. She worked hard helping our clients achieve financial independence from 1998 to 2021. Clients always loved her for her honesty and commitment to them and support for them in achieving their future dreams.

During retirement Rachel plans on spending extra time with her husband Carl, while travelling in their RV. Along for the ride will be their 2 fur babies Archie & Squirt. She is also looking forward to spending quality time with her children and grandchildren- who are a big part of their lives!

An important step to retirement for Rachel was to find the best people possible to replace her when it came time to retire. She feels that she has executed her entire retirement plan perfectly.

Family, community, and the environment are still very important to Rachel. So, if you see her out and about don’t be a stranger.

She will miss all our clients and will never turn down a cup of coffee or glass of wine on her side porch!