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Tomorrow belongs to the people
who prepare for it today.

Learn how we can help


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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

Our Latest Insights & Articles

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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 Photo

Rachel Proudfoot

WEALTH ADVISOR
Read Bio


Rachel Proudfoot, CFP

WEALTH ADVISOR, MANULIFE SECURITIES INCORPORATED 
INDEPENDENT INSURANCE REPRESENTATIVE


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).

Email: rachel.proudfoot@manulifesecurities.ca



Nancy Hamelin Photo

Nancy Hamelin

Administrative Assistant to Wealth Advisor Rachel Proudfoot, CFP
Read Bio


Nancy Hamelin

ADMINISTRATIVE ASSISTANT TO WEALTH ADVISOR RACHEL PROUDFOOT, CFP, CIM. 
PROUDFOOT FINANCIAL
MANULIFE SECURITIES INCORPORATED


Nancy is a graduate of Algonquin College with over 20 years of experience in customer service and office administration.

Email: nancy.hamelin@manulifesecurities.ca



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

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:

  • Life, Health & Travel insurance
  • Disability and Critical illness protection
Learn more  Get Travel Insurance Online

INVESTMENT SOLUTIONS

Grow your wealth...

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

Leave a legacy for your family and estate...

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

Grow your future income stream...

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

Attract and retail the best talent...

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

Bank anywhere, anytime...

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

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

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.

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.


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 ↗



CLIENT LOGINS


Manulife Logo

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.

Click to go to the Google Play Store to download the Manulife Mobile app. Click to go to the Apple Store to download the Manulife Mobile app.

Manulife Bank Logo

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 ↗

Internet Banking Login

Manulife Bank provides its customers access to their bank accounts 24-hours a day, 7 days a week.

CLIENT LOGIN ↗

Manulife Bank Mobile

Deposit cheques at work, pay bills at the store, and send money without leaving home. Download the Manulife Bank app today.

Click to go to the Google Play Store to download the Manulife Mobile app. Click to go to the Apple Store to download the Manulife Mobile app.

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




FINANCIAL TOOLS & CALCULATORS

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



*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

Email: rachel.proudfoot@manulifesecurities.ca



Call 613.678.6565