Dave Vaughan | Rachel Vaughan | Laura Petrunick

DAVE VAUGHAN
dave.vaughan@dfsin.ca

I am a R.F.P Certified Financial Planner who helps clients enhance and retain wealth, I provide Comprehensive Financial and tax Planning for my clients.

Committed to my Profession
I am both a Certified Financial Planner (CFP) and Registered Financial Planner (RFP), I am a member of Advocis (the Financial Services Advisors Association of Canada) and the Institute of Advanced Financial Planners. Past executive member of the Canadian Association of Financial Planners now part of Advocis. I have recently received a certificate recognizing my ongoing dedication to excellence in the financial planning profession over the past twenty years.

"Your Financial Success Is My Business"

Philosophy/Mission Statement
I have been working with individuals and their families for over 35 years. I have several second & third generation clients.
I take the time to understand your unique situation, as well as your concerns and aspirations for your family. This understanding forms the basis of your custom tailored financial plan. Regular reviews ensure your plan remains consistent with your circumstances and goals.

Each plan takes into account the preservation and creation of wealth, minimizing income tax whenever possible and making sure you have the correct asset allocation to minimize risk.

Professional Focus
Financial Planning with a focus on Retirement, Income Tax and Estate Preservation.