OUR TEAM

Bob Vaughan

Financial Planning/Risk Management

Bob Vaughan - 200x250Bob has been in the Financial Service Industry for 29 years.  He presents his free workshops with Sponsorships from the MS Society, York North Chapter and in association with the Canadian Mental Health Association and Communities Care Access Centres. He provides solutions and product education which include savings, investments, insurances and mortgages, as well as Government Disability Tax Credits, Registered Disability Savings Plans and other programs.

Email Bob directly at: bobvaughan@vaughanandassociates.ca

.

.

Glenn Warren

Disability Tax Credit &
Registered Disability Savings Plan

Glenn Warren - 200x250Glenn has 17 years experience in Safety and Disability Management. He entered the Financial Services in 2008 and specializes in assisting individuals with disabilities, as well as tax preparation and consulting. He is also Life Insurance Licensed, allowing Glenn to aid those in need of his expertise so that each individual will receive what is rightfully theirs.

Email Glenn directly at: glennwarren@vaughanandassociates.ca .

.

.

Joel Lipchitz

Income Tax Planning & Preparation

Joel Lipchitz - 200x250Joel is a Chartered accountant with over 32 years of personal income tax experience in preparation, appeals and dealing with CRA audits. He owns Lipchitz and Associates offering full service accounting for business and more complex tax issues. In addition his company FIT Financial Services specializes in personal income tax return preparation and bookkeeping services. Both operate with full time staff throughout the year.

Email Joel directly at: joellipchitz@vaughanandassociates.ca

.

 

Iain Donnell

Estate Planning – the Legal Side

Iain donnellIain came to the bar in 1990 and has practiced full-service law for the past 24 years.

The Donnell Law Group specializes in matters of law that include Wills, Powers of Attorney and Trusts, as they affect families or individuals with a disability or chronic condition.

Email Iain directly at: iaindonnell@vaughanandassociates.ca       .

.

.

.

.

Click here to read about all OUR WORKSHOPS.