The Vaughan Team

The Vaughan Team

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.

Desjardins Group

The key to a healthy relationship with money is all about balance. It's important to be careful with our finances, but not too much. 🧘‍♀️

Wishing all of our clients, family and friends a HAPPY & HEALTHY 2019!

Congratulations Dave on 45 years in the business

Recently Dave was honored for a significant career milestone – his 45th year anniversary in the industry. It was a touching celebration hosted by DFSIN Southwestern Ontario, filled with good food, a big turnout, & an infectious level of excitement. We at the Vaughan Team would like to thank Dave for not only establishing the team but his tireless efforts & dedication to his clients being the foundation for our success. His natural magnanimous aurora & unmatched devotion have made it easier for all of us (team members, clients & colleagues alike) to achieve our goals. So once again thank you Dave.

The Vaughan team caught sharing in the Christmas spirit with some clients.
Wishing everyone a very Happy Holiday season and a peaceful and prosperous New Year!!

And presenting the winner of our Christmas Card Art raffle (🥁 drum roll please🥁) 6 year old Fiona C!!! This phenomenal piece of art is the perfect way to cap off what has been an amazing journey of art! Thanks to all of the young artists who submitted their pieces and made this contest a wonderful success!!! Fiona's charity of choice was the #HSPCA.

From all of us at the Vaughan Team we'd like to wish everyone and their families a happy holiday season.

This piece of art just warms the heart like Christmas carols and a wood burning fire on Christmas Eve! Thanks to 11 year old Siobhan C for this sensational piece!!!

A great quote from Paco Underhill’s book - “Why we Buy”

Did you follow your list this year?
And Did you stay on budget?

If you care to share, let us know how you did below in the comments!

These trees may have even less leaves than Charlie Brown's Christmas tree BUT they definitely have a lot more Christmas spirit (and look a whole lot better)!!!

Thanks Zoe for this spectacular work of art!!!

Happy holidays to all everyone celebrating this December!!! What's more unifying than celebration (and a day off work/school)

Thank you Addison for this amazing piece of Art!!!

As much as we all love the holiday season, it can also be a dread for some us. Especially with the need to create the perfect holiday for the entire family. This more often than not leads to a cycle of overspending and regret when we get the credit card statements the next month.

Avoid the morning after effects of an "over spending hangover" with these with these tips on how to budget during the holiday season.

'Twas the fight before Christmas on a funny holiday card, where two cute gingerbread ninjas, battling it out with candy cane spears and gingerbread cookie stars

Oh snap!! This "tasteful" piece of art is brought to by the 11 year old artist Zoe Q, thanks Zoe!!!

Let it snow, let it snow, let it snow (hopefully enough for a snow day)!!!

This picturesque piece of art depicting snow falling is brought to you by 6 year old Maize Q. Thanks Maize!!!

♫On the thirteenth day of Christmas a reindeer brought to me, lights to last a fortnight♫ (not the video game #fortnite ... well technically the lights could help you see while playing but that is beside the point)

Wow, this spectacular work of art was submitted by 11 year old Zoe Q. Thanks for this piece!!!

♫On the twelfth day of Christmas an artist sent to me, a message filled with good will♫

This wonderful message and piece of art is brought to you by 9 year old Arieanna.

Oh dear!! Looks like Rudolph got caught in a snow storm❄❄❄

11 year old Thea drew this wonderful picture of Rudolph, Thanks Thea!!!

♫On the tenth day of Christmas an artist constructed for me, an ensemble to rival Picasso♫

This marvelous collage of stickers was pieced together by the young artist Noelle B. Thanks for the submission!!!

♫On the seventh day of Christmas my family cut down a tree, with an evergreen guarantee♫

A big thank to 9 year old Arieanna S. for her submission to our raffle.

Snow is falling, presents are being wrapped, and the shopping malls are packed. It's starting to feel like #Christmas !!!

Anyone else excited for #Christmas2018??? We know Rachel is🙋‍♀️🎁

♫On the sixth day of Christmas Santa's sleigh brought to me, all the presents mommy and dad didn't get me♫

A big thank you to 4 year old Teigan for her drawing of Santa's sleigh on Christmas Eve.

♫ On the fifth day of Christmas my family put up a tree, as big as the one in NYC♫

This amazing piece of art was drawn and submitted by 9 year old Arieanna S.

♫On the fourth day of Christmas an artist drew for me, a forest full of Christmas trees♫

This colourful drawing of a forest of evergreen trees was created by 4 year old Teigan K.

Personal financial education begins in the home, here some healthy ways to help you discuss saving/spending with your children during this holiday season.

How many of you have had the talk about finances with your children? Please share any tips you have in the comments. Thanks!!!

♫ On the third day of Christmas Santa gave to me... well nothing because he got stuck in the chimney♫

As promised we will be sharing some of the art we received as a part of Christmas card art raffle.

This lovely piece of art was drawn by 9 year old Ever F.

Senior who suffered stroke unable to use credit card insurance: Canadian Tire hounds wife for payment | CBC News

Creditor insurance is not always what you think. What does it really cover? Have you read YOUR fine print?
Work with fully licensed Insurance Advisors like us to get fully underwritten insurance. Explained by us, insurance experts! An Ontario man who paid for credit card balance protection insurance in case he lost his job or got sick never qualified for most of the coverage, and was unable to cash in after having a stroke.

's cover photo

Desjardins Financial Security Independent Network

Today is Remembrance Day. Let's honour those who have given their lives fighting for freedom and humanity. Lest we forget.

“A hero is someone who has given his or her life to something bigger than oneself” —Joseph Campbell

Periodic Savings, how does it work?

Periodic Savings aka. dollar cost averaging. This is a great way to invest and it's easy on your cash flow too!

Financial markets can be volatile and in the short term, it’s difficult to predict the right time to buy or sell your mutual funds. However, there is a good ...

An extra hour of sleep or are the kids up an hour too early???

Five money management lessons from NHL players

Have you ever wondered what a professional athlete does to manage their big contract pay cheques? Here are 5 tips on how some NHL players do things... Despite earning seven-figure salaries, too many high-profile hockey players have squandered their millions and filed for bankruptcy

It’s in moments like this we can take lesson from our childhoods to help us make the correct decisions for today. Who else remembers those cold October 31st where in spite the temporary frigid weather you put your big puffy winter coat over your costume and mushed door to door for the love of candy? And then arriving back to your warm home to eat as much as you can/ pour the bag over yourself like Jennifer Beals in Flashdance lol. But regardless of the weather conditions you still went out trick or treating and did not let the temporary cold weather deter you from that reward of candy. Our concept of rewards may change with age but the lesson of staying the course is what sustains us.

Similarly despite the short-term volatility that has surfaced in the early days of the fourth quarter, equity markets around the world have made a strong recovery in the more than 10 years since the global financial crisis, and in August the current bull market became, by some measures, the longest in history. Though the economic cycle is entering its later stages, business conditions in many regions remain constructive, and it is impossible to predict when the next downturn will occur. Some studies, in fact, have shown that attempting to “time the market” by selling your investments before a downturn can be counterproductive, as investors often miss out on significant market gains after they have cashed out. Rather, having a personalized long-term investment plan that reflects your objectives – and staying true to that plan through market highs and lows – typically yields better results.
We have attached some information about the benefits of staying invested and staying on track to reach your goals.
In closing, I would like to thank you for your business and remind you that my team and I are here to help. If you have any questions about your portfolio, please feel free to contact my office.

The information in this letter is derived from various sources as at September 30, 2018, including CI Investments, Signature Global Asset Management, Cambridge Global Asset Management, Globe and Mail, National Post, Bloomberg, Yahoo Canada Finance, and Trading Economics. Index information was provided by TD Newcrest and PC Bond, and all quoted equity index returns are on a total return basis (including dividends). This material is provided for general information and is subject to change without notice. Although every effort has been made to compile this material from reliable sources; no warranty can be made as to its accuracy or completeness, and we assume no responsibility for any reliance upon it. Before acting on any of the above, please contact me for individual financial advice based on your personal circumstances.

Laura's aunt sent her this timely gem from 2002, that's right inline with the holiday season! Her children hand made this lovely Christmas card for their aunt Gloria and uncle Ken. We're excited to announce our Christmas card art competition for the children and/or grandchildren of our clients. Your child/grandchild's art could be chosen to be the cover of the Vaughan Team's Christmas Card!! If chosen your child/grandchild will receive a $50 gift card to Indigo books & a $50 donation to a charity of their choice. Please submit the artwork via mail or send us a high quality color scan of the child's art via email (send to Please submit as soon possible, we can't wait to see all of the pictures from your little artist!!!!

One-third of Canadians fear bankruptcy ahead of expected interest rate hike

If you are feeling like the 1/3 of Canadians in this article...PLEASE reach out us! We can help you work through these feelings and find ways to help relieve that stress. Just because a bank or financial institution will lend you doesn't always mean it's a good thing!

We are here to help! The Bank of Canada is expected to raise interest rates Wednesday, raising concerns about the debt levels of Canadians who are already struggling to pay their bills.

We are blessed to get to work with loyal longtime clients every day. Rachel and her husband Carl enjoyed "Gord's Legacy" at the FirstOntario Performing Arts Centre with 2 of those special clients!

We had a whole lot of fun supporting Heart and Stroke Foundation Canada on our big bike ride. Our office raised $12,725! Mainly with your help! ❤️ Thank you to all our sponsors! 😘

Happy Thanksgiving from all of us @ The Vaughan Team! 🦃

A warm welcome to Isaac! Our new team member! And a Milestone celebration for Dave Vaughan! 45 years advising his clients and helping them and their families achieve financial success! 🎉

Exciting day at Bayfront park. Proud sponsor of the Down Syndrome Association of Hamilton. Thanks Doreen and Carlee for the visit!

Hello Hamilton! We are proud to support the Down Syndrome Association of Hamilton! Great fall day to walk and enter a raffle for a blanket, or candy basket.

Desjardins Group

Saving for a house is a big commitment! Do you know what it takes to make it happen and save enough money? We can help you with a roadmap & plan!

You hear about the debt-to-income ratio when making a budget or applying for a loan. But what exactly is it?

This past week Laura took a road trip down to Fidelity Investments head office in Boston, MA. They were hosting advisors for their annual conference.

Fidelity manages over 2 Trillion in assets globally, and 133 Billion in Canada. While Laura was there she was able to hear from Fidelity's top rated Teams of Portfolio Managers & Analysts.

These are some of the reasons why Fidelity is one of The Vaughan Team’s preferred investment solutions!

Harness your cash flow |

How many people a year do we meet that say "I don't know where my money goes!"

TOO many to count really. This is why we are focusing more and more on cash flow. This is a good quick read on some tips and tricks. Reach out to us for your very own cash flow help! How can you better control your income and debts so that you harness all your available funds? When tackling cash flow planning, first look at which expenses you can actually control and how to do that. Then, your advisor can help you make any needed changes to your debt structure. Once you take tho...

Happy Birthday to our amazing country! Everyone stay safe, be cool & have FUN!

The question is...Who called who this morning about outfit choices?

Laura OR Morgan?


One quarter of Canadian seniors fear they will run out of money | The Insurance and Investment Journal Seniors’ greatest financial fears are running out of money and being unable to pay for long-term care, says a national survey by the Financial Planning

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Congratulations Dave on 45 years in the business



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

Opening Hours

Monday 08:00 - 21:00
Tuesday 08:00 - 21:00
Wednesday 08:00 - 21:00
Thursday 08:00 - 21:00
Friday 08:00 - 21:00
Saturday 08:00 - 21:00
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