The Vaughan Team - 905-570-1200

We have built a family team to take care of you and your family!

As caring and committed financial services advisors, we help our clients realize their goals and dreams while staying true to their financial responsibilities. With our tremendous amount of combined experience and expertise, we partner with our clients; guiding, teaching and empowering them to build the kind of future they want for themselves. We do all of this with a spirit of family values, life enjoyment, community and good fellowship.

Our ultimate objective is to provide exceptional advice and service to help you achieve your personal financial success.

We have been serving the Hamilton/ Niagara region for over 40 years. We are life insurance licensed in Ontario, and mutual fund registered in Ontario, British Columbia, Alberta, and Nova Scotia.

Our team is made up of the following professionals to serve you:

Dave Vaughan, CFP, R.F.P.
Certified Financial Planner

Rachel Vaughan,
Life and Health Insurance Advisor
Investment Fund Advisor *

Laura Petrunick, BA, MScEd, CHS
Life and Health Insurance Advisor
Investment Fund Advisor *

Morgan Ketler
Life and Health Insurance Advisor
Investment Fund Advisor *

* Mutual funds are distributed through Desjardins Financial Security Investments Inc.

Tags: Financial Services