David Vaughan, CFP, RFP

David Vaughan, CFP, RFP

  • Financial Planner

I am a Financial Planner who helps clients enhance and retain wealth. Unlike other representatives, I provide Comprehensive Financial Planning.

I am both a Certified Financial Planner and Registered Financial Planner, and am a member of Advocis (the Financial Advisor Association of Canada) and the Institute of Advanced Financial Planners.

"Your Financial Success Is My Business"

I have been working with individuals and their families for over 35 years. Among my clients are several second & third generations.

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.

As a financial planner with over 35 years experience, I hold the following planning designations: Certified Financial Planner (CFP) Licensed by the Financial Planners Standards Council and; Registered Financial Planner (R.F.P.), awarded by the Institute of Advanced Financial Planning.

I hold association as a Member of ADVOCIS (The Canadian Advisors Association of Canada) and the Institute of Advanced Financial Planners

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

"We find Dave to be trustworthy and very professional in the way he advises us on our financial affairs. With his knowledge we feel confident and assured that our investments are well managed."- Ken & Mary Trapp

"My parents relied on Dave for his financial guidance and assistance. When they passed on it seemed only natural for my husband and I to continue in their footsteps. We look upon Dave as a member of our family, giving him our complete trust." - Sharon Pieon

120 King St. West, Suite 210
Hamilton, Ontario L8P 4V2
Tel.: 905-570-1200 | Fax: 905-570-1270
Toll Free: 1-877-992-9978 Ext. 226