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The Vaughan Team

Bank/Financial Services in Hamilton, ON · See Bank/Financial Services throughout Ontario

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.

Contact

120 King Street West, Suite 210,, L8P 4V2

905-570-1200

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