Dave Vaughan | Rachel Vaughan | Laura Petrunick

RACHEL VAUGHAN
rachel.vaughan@dfsin.ca

Rachel has been helping people achieve financial independence since 1999. She develops individual plans for her clients and assists 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.

Every client is unique and requires a plan based on their individual needs and objectives. This is accomplished by:

• development of regular savings programs 
• the selection of appropriate insurance products  
• setting up education savings programs and government grants 
• offer suitable investment and tax implications strategies
• review the advantages of group RSP and benefit packages

On a personal note...Rachel and her husband Carl have been married for 32 year and have 2 children. Rachel has been an active member of St. Catharines Road Runners for eighteen years. She has also been heavily involved in enhancing children’s lives with the Fresh Air Fund. Which is an organization that brings kids from the inner-city New York for a summer ‘vacation’ to Canada.

“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...”

Education and communication are the basis of quality planning
Quality planning is the source of realizing your goals.