At Proudfoot Financial we work with you to build a financial strategy that focuses on what you want to do, when you want to do it, what it will cost and when you can likely afford it. This process involves reviewing all aspects of your finances to ensure they are in tip top shape. If they are not, we help you get them into line to meet your plans. We know this process helps our clients to be more relaxed, in control, confident and it brings them peace of mind.
Meet the Team
We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience.
As a Financial Advisors with Manulife Securities Incorporated, our objectives are to build long term relationships with our clients by providing sound investment advice and quality service. Whether it be individuals, families, or small business owners, we will customize strategic solutions that are right for you. We work closely with other professionals, such as lawyers and accountants, to ensure our clients receive only the best advice from a team of experts.
Rachel is a graduate of Queen's University with over 10 years industry experience focusing on the accumulation and preservation of client wealth, education fund planning, and estate planning and a variety of retirement planning options. Our financial approach is centered on the individual and focuses on the specific needs of each client at various life stages.
Rachel holds the Certified Financial Planner designation (CFP) and the Chartered Investment Manager designation (CIM).
Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.
INSURANCE SOLUTIONS
Protect what matters most...
INSURANCE SOLUTIONS
It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind and put precious time back where it belongs – in your hands. We can provide educated advice and expertise in solutions such as:
Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, invest and grow your wealth with strategies based on your unique priorities. We can provide tailored solutions and advice, including:
By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies and charitable gifts.
Goals-Based Investing focuses on helping you meet your income goals, not about performing against a stock market. Driven by advanced analytics that illustrate what your retirement spending needs could look like in the future, you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, family time or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.
Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, these could include:
Group benefits & Group retirement
Group pension
Competitive employee benefits and Key-person insurance
Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.
Understanding investment income When it comes to taxation, not all investment accounts are created equal.
Insurance made easy Getting the protection you need is faster and simpler than ever before.
Business Succession Build a business succession plan well before it’s needed.
Your One-Stop-Shop
for financial resources
NEED ANSWERS?
Can't find what you are looking for? Do you have questions about the tools and resources below, or would like more detail?
Don't hesitate to reach out to us today, we're happy to help!
From the Government of Canada: Benefits to help Canadians and businesses facing hardship as a result of the COVID-19 outbreak.
GET INSURANCE PLANS ONLINE
Travel Insurance
When you or someone you know is travelling, choose the travel plan that’s right for you. Get help covering unexpected or emergency medical expenses when you travel – including COVID-19.
Having the right coverage is crucial, and we're making it simple with insurance plans that are easy to understand and easy to buy. Save on costs not covered by your current plans and help protect yourself and loved ones.
We want you to live your longest, healthiest life. That’s why there’s Manulife Vitality - a program that can reward you for all of the little things you do to stay healthy. Learn more
Deposit cheques at work, pay bills at the store, and send money without leaving home. Download the Manulife Bank app today.
Manulife Bank deposit rates are subject to change. Visit manulifebank.ca/rates for additional details. Manulife Bank of Canada is a member of Canada Deposit Insurance Corporation.
Government of Canada
For more information on the Government of Canada, visit www.canada.ca - The official website of the Government of Canada
My Service Canada Account
Apply, view and update your Employment Insurance (EI), Canada Pension Plan (CPP), Canada Pension Plan Disability (CPP-D) and Old Age Security (OAS).
My Business Account is a secure online portal that provides an opportunity to interact electronically with Canada Revenue Agency (CRA) on various business accounts.
*Some of the content through these links may be subject to the copyright of another party. Where information has been produced or copyright is not held by the Government of Canada, the materials are protected under the Copyright Act, and international agreements. Information posted by the Government of Canada is subject to the Copyright Act.
FINANCIAL RESOURCES
Tax Tips & Tools
Try these helpful links and articles to learn more about your taxes.
There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences. Try the Will Planning Workbook and Will Planning Checklist below.
*These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.
INSIGHTFUL VIDEOS & MAGAZINES
The Canada child benefit is a tax-free monthly payment made to eligible families to help them with the cost of raising children under 18 years of age.
With everything going on, you may be thinking about your coverage … so we thought we’d take a minute to talk about how insurance works.
Stay in Touch
LOCATED AT 92 MAIN STREET EAST, IN VANKLEEK HILL.
Proudfoot Financial
92 Main Street East, PO Box 721, Vankleek Hill, Ontario, CA K0B 1R0
Phone: 613 678 6565
