Tomorrow belongs to the people
who prepare for it today.

- We Have No Minimum Portfolio Volumes -

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Learn more, join our mailing list and start the conversation today.

PROVIDING SOUND INVESTMENT ADVICE
& QUALITY SERVICE.

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.

Learn more about us

Services & Solutions

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

See how we can help

Client Centre

Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources.

Check out our financial Resources

Contact us today to get started Get Travel Insurance Apply for Manulife Bank Advantage Account

Our Latest Insights & Articles

Commitment to Service

Sound Advice | Quality Service

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 Proudfoot

FINANCIAL ADVISOR

Read Bio

Rachel Proudfoot, CFP

FINANCIAL ADVISOR, MANULIFE SECURITIES INCORPORATED
INDEPENDENT INSURANCE REPRESENTATIVE

Rachel is a graduate of Queen's University with over 10 years of experience in the financial services industry. She holds the Certified Financial Planner designation (CFP).

Email: rachel.proudfoot@manulifesecurities.ca

Dwight Proudfoot

In Memory - 2020

Read Bio

Dwight Roy Proudfoot

1952 - 2020

Dwight began his career as a General Insurance Broker in 1976, when he purchased a small, locally owned business. A few years later, he purchased a second insurance agency and opened the doors to Proudfoot & Campbell Insurance in Vankleek Hill, ON. He continued to own, operate, and grow the insurance office until 2000, at which time it was sold to Theoret & Martel, becoming Theoret, Martel & Proudfoot Insurance.

After selling his insurance business, Dwight entered the financial services field and established Dwight Proudfoot Financial Services, through which he offered investment management services and life insurance products. In 2014, the business’ name changed to Proudfoot Financial when his daughter Rachel, joined the company as a partner. The office is located at 27 High Street, Vankleek Hill.

After a very brief illness, Dwight passed away in July, 2020. His memory will forever live on, through family and community, and his high standard of care toward clients will forever be a core value of the business he founded.

Services & Solutions

Providing the value of advice

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

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:

Life, Health & Travel insurance
Disability and Critical illness protection

Learn more Get Travel Insurance Online

INVESTMENT SOLUTIONS

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:

Registered retirement plans (RRSP, RRIF, RESP)
Tax-free savings account (TFSA)
Risk Management

Learn more

ESTATE PLANNING

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.

Try these Estate Planning Resources

PLANNING FOR RETIREMENT

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.

Contact us to get started today!

GROUP & BUSINESS SOLUTIONS

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

Learn More

BANKING SOLUTIONS

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.

Learn more about Manulife Bank

Open an Advantage Bank Account Today!

For more information on services and solutions to your financial needs...

CONTACT US TODAY

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!

✉ CONTACT US

COVID-19 – BENEFITS AND SERVICES ↗

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.

Get a Free Quote or Apply Online ↗

Health & Dental Insurance

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.

Get a Free Quote or Apply Online ↗

MANULIFE VITALITY

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

SIGN IN TO YOUR ACCOUNT ↗
SIGN UP NOW FOR VITALITY ↗
Learn your Vitality Age ↗

CLIENT LOGINS

For more information on Manulife, visit www.manulife.ca

Group Benefits Online

Manulife group benefits plan members can now submit their claims online.

SUBMIT A CLAIM ONLINE ↗

Group Retirement Online

Manulife group retirement members can log in to their account here.

SIGN IN ONLINE ↗

Manulife's Mobile App

The only app you need to manage your Group Benefits and Group Retirement plans with Manulife.

For more information on Manulife Bank, visit www.manulifebank.ca

The Advantage Account

Start earning a high interest rate on all your money with a combined chequing and savings account.

OPEN YOUR ACCOUNT ↗

Manulife Bank Mobile

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).

Sign in to My Service account ↗

CRA My Account

My Account is a secure portal that lets you view your personal income tax and benefit information and manage your tax affairs online.

Sign in to CRA My Account ↗

CRA My Business Account

My Business Account is a secure online portal that provides an opportunity to interact electronically with Canada Revenue Agency (CRA) on various business accounts.

Sign in to My Business account ↗

*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.

CRA Tax Tips ↗

CRA Filing your Taxes Q&A ↗

Charities and Giving ↗

Homeowner tax credits you should know about ↗

Understand your notice of assessment ↗

Source: Government of Canada

Helpful Links

Estate Planning Tools

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.

WILL PLANNING WORKBOOK ↗

Estate Planning Questionnaire for Business Owners ↗

Checklist of Executor’s Duties ↗

Why Do I Need A Will? (Brochure)

FINANCIAL TOOLS & CALCULATORS

We are here to help. Contact us to help explain your results and what they mean for your situation.

InsureRight Needs Calculator ↗

Use your financial information today to help decide how much insurance you may need.

InsureRight Quick Quote ↗

Find out how much insurance you may need to help protect your family.

Budget Planner Tool ↗

Create your customized budget and receive personalized tips to improve your finances.

Mortgage Calculator ↗

Determine what you can afford, and estimate what your expected payments may be.

Financial Goal CALCULATOR ↗

Calculate how to pay down your debt and reach your financial savings goals.

Retirement Income Calculator ↗

Estimate your retirement income, employer pensions and other sources of income.

Retirement Savings Calculator ↗

Find out how much you will need to save for your retirement savings goal.

Tax-free Savings Calculator ↗

See how your savings can grow faster inside a TFSA than in a taxable investment.

*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 27 HIGH STREET, IN VANKLEEK HILL,
BETWEEN NICKO'S RESTAURANT AND THE KNOX PRESBYTERIAN CHURCH

Proudfoot Financial

27 High Street, Vankleek Hill, Ontario, CA K0B 1R0
Phone: 613 678 6565

Email: rachel.proudfoot@manulifesecurities.ca

Tomorrow belongs to the people who prepare for it today.

- We Have No Minimum Portfolio Volumes -

Would you like to hear from us?

PROVIDING SOUND INVESTMENT ADVICE & QUALITY SERVICE.

Meet the Team

Services & Solutions

Client Centre

Our Latest Insights & Articles

Commitment to Service

Sound Advice | Quality Service

Rachel Proudfoot, CFP

FINANCIAL ADVISOR, MANULIFE SECURITIES INCORPORATED INDEPENDENT INSURANCE REPRESENTATIVE

Dwight Roy Proudfoot

1952 - 2020

Services & Solutions