Rachel Vaughan - SFL
- Mutual Fund Representative
The Vaughan Team
"It's not about how much money you make...it's what you do with it." My mission is to create a realistic financial program for my clients, allowing them to participate in building the future of their dreams. Every client is unique and requires a plan based on their needs. To develop and integrate a plan, Rachel helps her clients to:
- Identify their unique situation & goals
- Setup a forced savings program
- Choose the appropriate insurance products
- Take advantage of education saving programs
- Look at suitable investments & the tax implications
- Deal with group RRSP and benefit packages
“She has really put things into perspective for us. She takes a great deal of time to explain things in terms that we can understand. Rachel is very knowledgeable and we trust her completely." - Susan L.
"It puts my mind at ease to know that I work with an advisor who is truly advising me on what I need to do to improve my financial situation..." - ZO
In 1999, Rachel joined the team at Laurentian Financial Services (now known as Desjardins Financial Security) after obtaining her Life Insurance License and completing her Canadian Investment Funds Course. Rachel is currently pursuing her professional development by working to achieve her designation as a Certified Financial Planner.
Rachel has a private practice with Desjardins Financial Security Independent Network and Investments Inc. working in the areas of Financial & Estate Planning, Retirement Planning, Business planning, and Succession Planning.