The Vaughan Team

12/23/2025

🎄✨ As we reflect on this festive season, we want to extend a heartfelt thank you to our incredible team for their dedication, hard work, and passion throughout the year. Your commitment truly makes a difference!

A special thank you also to our valued clients—you are the reason we do what we do. We appreciate your trust and partnership, and we look forward to continuing our journey together in the New Year.

Wishing everyone a joyful, safe, and festive holiday season!

12/03/2025

We spent 4 amazing days learning more about Financial Planning last week.

FP Canada hosts a great conference that makes me feel proud to be a Certified Financial Planner. It's online but it's the best Canadian Conference.

The 2025 Financial Planning Conference, not only gave me practical ideas for my practice, but also inspiring speakers and technology.

11/04/2025

Had such a great night at the Grimsby Chamber of Commerce Awards celebrating the nomination of an incredible local business ! 💪✨

Huge congratulations to , the amazing owner and trainer behind it all. You’re such an inspiration!

And of course, couldn’t have asked for a better night out with my workout buddy Anna Murre 🥰

09/19/2025

✨ Client Appreciation Event ✨

A couple of days ago we had the absolute pleasure of hosting our amazing clients at the beautiful Peninsula Ridge Estates Winery. 🍷🌿

It was such a special evening filled with laughter, great conversation, and of course, incredible wine and food. We’re so grateful for the trust you’ve placed in us, and events like this are our way of saying thank you for being such an important part of our journey.💚

09/02/2025

Creating guaranteed income sources in retirement will help you truly enjoy your golden years and spend less time worrying about money.

08/25/2025

It matters how you designate a spouse on your TFSA should you die before they do.

Successor holders get the best (and speediest) tax treatment.

It matters how you designate a spouse on your TFSA should you die before they do. Successor holders get the best (and speediest) tax treatment.

08/17/2025

One of the first steps to financial clarity is tracking every single dollar you spend—yes, all of it. From that overpriced coffee to the random Amazon purchases, keep a log. At the end of the month, total it all up. It can be shocking to see how much goes toward things you didn’t truly need.

10 Best Budgeting Tips To Help Middle-Class Americans Save Money

08/11/2025

Learn how to write a financial plan with our comprehensive guide.

Discover essential steps, tips, and tools to create a solid financial strategy that meets your goals and secures your future.

Learn how to write a financial plan with our comprehensive guide. Discover essential steps, tips, and tools to create a solid financial strategy that meets your goals and secures your future.

07/03/2025

Welcome Jane!


As the newest member of The Vaughan Team, Jane brings a genuine passion for learning and a strong commitment to supporting both our clients and the team. In her role, she plays a key part in preparing meeting materials, maintaining accurate and up-to-date client records, and managing our CRM systems. Always ready to pitch in wherever needed, Jane’s proactive approach and positive attitude make her a valued team player.

Jane joins us with over 15 years of experience in Human Resources, having worked across a variety of industries. Transitioning into the financial services world has been an exciting new chapter for her—one she’s embraced with enthusiasm and curiosity. Her eagerness to learn and her quick grasp of financial concepts have already made a meaningful impact.


Outside of work, Jane is a devoted wife and mom to young twins. When she finds a moment of free time, she enjoys getting outdoors, especially in her garden, and cherishes time spent with her extended family and friends.

05/07/2025

First-time home buyers in Canada can pull from savings in registered accounts to fund their down payment.

Here’s how to combine FHSA and RRSP withdrawals.

First-time home buyers in Canada can pull from savings in registered accounts to fund their down payment. Here’s how to combine FHSA and RRSP withdrawals.

05/04/2025

Are you saving enough to live comfortably in retirement?

Here are the steps you can take now to find out if you're on track or need to adjust your savings.

Are you saving enough to live comfortably in retirement? Here are the steps you can take now to find out if you're on track or need to adjust your savings.

04/30/2025

Part of financial literacy is simply learning to explore your own feelings and habits when it comes to money, and learning to be intentional instead of impulsive about decisions, Jimenez says. Kids can learn those skills from talking to you and watching you.

Turn financial literacy lessons into a game to make them more engaging.