With over 20 years in the Financial Industry I still find inspiration in the families with whom I'm fortunate to partner with and the community I enjoy serving.
Every person is unique in his or her needs and goals. It brings me personal satisfaction to team with you to plan, strategize and help realize your goals. Through the years together, we'll adjust and improve your plan to ensure we protect what matters most and build financial success for you and your family.
There's a special place in my heart for families who have the responsibility of caring for a disabled child, as my family has experienced these challenges first hand. I am wholly aware of the complex needs we, as parents carry. It brings me joy and hope to share different options to help families take advantage of the many programs available to save for and protect our children's financial future.
Growing up I was the kid who counted her piggy bank every Sunday, kept ledgers and balanced sheets. I loved seeing how the numbers changed from week to week. As a teen, my dad gave me the book "The Wealthy Barber" and my world changed. I was amazed at the seemingly simple concepts but baffled as to why more people didn't know or take advantage of the information. I knew then it would be part of my personal mission to educate, protect and build wealth for as many families as I could, making an impact in this generation, but more importantly on future generations utilizing financial literacy, wealth strategies and legacy planning tools.
As a member of the Komoka-Kilworth Optimist Club, Hyde Park BIA and Women Making a Difference I value the growth and knowledge these service organizations contribute to our local and global community.
Our team's mission is to become a household name in our community by inspiring individuals to develop a personalized financial strategy that allows dreaming big, building a secure financial future and helping you live your best life.
Together we can make this a reality.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Special Needs Financial Considerations
- Intergenerational Planning
- Education Savings Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
- Home Improvement
Phone NumberRachel B McCauley at (519) 474-9356
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.Learn More