Devoted to Delivering Outstanding Service
Rachel PROUDFOOT CFP®, CIM®
Wealth Advisor, Manulife Wealth Inc.
Independent Insurance Representative - Proudfoot Financial Inc.
Rachel is a graduate of Queen's University and brings over a decade of experience in the financial services industry. Her expertise lies in the accumulation and preservation of wealth, education fund planning, estate planning, and offering a wide range of retirement strategies. Rachel's approach is client-centric, with a strong emphasis on understanding each individual's unique financial goals and providing tailored solutions at every stage of life.
She holds both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, reflecting her commitment to professional excellence and ongoing education in the field of wealth management.
Outside of her professional role, Rachel values time with family and friends and is an active volunteer with the Glengarry Highland Games, where she contributes to preserving and celebrating community traditions.
KATHY RYAN
Executive Assistant at Proudfoot Financial & Manulife Wealth Inc.
Kathy brings a passion for helping others to her role as Executive Assistant at Proudfoot Financial. After a fulfilling career in education, where she was dedicated to guiding students toward their goals and dreams, Kathy now applies that same supportive and organized approach to assisting clients and team members alike.
A proud native of the Vankleek Hill area, Kathy and her husband have raised their family in the community they love. Outside of work, she cherishes time spent with her grandchildren and enjoys staying involved in local events and activities.
Our Story
About Proudfoot Financial
Founded in 2014 by father-daughter team Dwight and Rachel Proudfoot, Proudfoot Financial is a boutique wealth management office rooted in the values of small-town community and driven by a commitment to strategic financial excellence. Proudfoot Financial, part of Manulife Wealth Inc. and based in Vankleek Hill, we offer personalized, purpose-driven financial planning designed to help clients grow their portfolios, safeguard their wealth, and prosper-both today and in the future.
With a strong emphasis on continuing education and professional development, our team remains at the forefront of industry knowledge, ensuring we deliver insightful, up-to-date guidance tailored to your evolving goals. We specialize in strategic wealth management, offering a personalized approach that blends thoughtful planning with genuine care for each client's success.
Continuing the philosophy of purposeful, sincere, and strategic service established by Dwight, Proudfoot Financial has earned a reputation for trusted financial leadership in Vankleek Hill and beyond.
Rachel proudly carries forward her father's legacy of community engagement through the Dwight Proudfoot Bursary-a tribute to his lifelong advocacy for vulnerable populations. Dwight believed that when children, youth, families, and community members are given the opportunity to look beyond adversity, they can achieve remarkable things. That spirit continues to guide our work and our values today.
