CERTIFIED FINANCIAL PLANNER - Tara Downs Rocchetti

Supporting Hamilton, Burlington, Oakville, Toronto, and Niagara Regions

Superior Service, Personalized Attention

I am a CERTIFIED FINANCIAL PLANNER®, primarily serving the Greater Golden Horseshoe area including Hamilton, Burlington, Oakville, Toronto, Niagara, and surrounding communities. I am fluent in both English and Spanish and I welcome the opportunity to serve you in either language.

When I was growing up, I was always taught the importance of risk management and protecting yourself and your family given my parents’ professions – financial security advisor and military communications officer. Because of the significant roles of both education and community in my life, I always try to find ways to help educate people whenever possible. 

My goal when meeting with you is to help you develop a financial plan that fits your goals and lifestyle no matter the situation. It is my belief that a successful financial plan is the product of a joint effort by both client and financial planner, which is why I am diligent in adapting to the needs of each individual.

My office "coordinator" Link (shown at the bottom of the page) is an expert in customer relations and is always happy to help.

Financial Planning Services

I work with you to make sure you are on the right path. With a wide range of financial planning services, you can trust that I have your best interests at heart. Let's get started on your journey to financial freedom.

Holistic Financial Planning 

I'll help you create a tailored plan that takes into account your individual needs and goals. I'll guide you every step of the way.

​​Cross Border Financial Planning 

Do you have unique needs as a US citizen living in Canada? Let me help you make the most of your money with a personalized financial planning strategy. ​

Tax Planning

Tackle taxes with confidence. With my tax planning you get the support you need to make informed decisions and manage the complexities of taxes. ​

Cash Flow Management

Through customized cash flow management strategies, I can help put you on the path to a brighter financial future. ​

Retirement Planning Services

By planning for the future, you can make sure to enjoy the retirement for which you have been working. With tailored retirement strategies, I can help you craft a plan based on your goals.

Financial Plans for Disability Needs

Through my financial planning services I can help you or a loved one navigate the financial options available, including ODSP, RDSPs, CPP disability and more.

Risk Management

With tailored risk management strategies from a knowledgeable financial planner, you can make informed decisions about your money to help protect your financial future.

Financial Planning for Newcomers

I can help you navigate the financial complexities of settling in Canada. From budgeting to credit scores, I can show you the best way to manage your money to help reach your goals.

Insurance

​Help safeguard your future with the right coverage. I’ll work with you to have protection in place for life’s uncertainties.

​Investment Planning

Together, we’ll design an investment strategy that reflects your goals, values, and vision for the future.

Small Business Financial Planning​

I help business owners balance today’s demands with tomorrow’s growth and retirement goals.

Financial Planning for Tech & IT Professionals

Your career is fast-paced and demanding—your financial plan should keep up. I specialize in helping professionals in tech and engineering plan for the future.

What Clients Are Saying

"​Thanks to Tara Downs ...my finances are on track to deliver the lifestyle that I want for my retirement. I have known Tara for four years and can’t recommend her service highly enough. She has reordered our finances according to our needs and has given us expert advice, especially in the areas of RRSP’s and TFSA’s. In addition, Tara is extremely responsive to questions and concerns pertaining to our specific financial goals. Trusting in Tara Downs as an investment representative has lead to a lot fewer sleepless nights."
​​Carolyn F. (English Teacher)
​​​“Tara is very approachable and knowledgeable about the solutions she recommends. She takes the time to get to know you. By recommending solutions tailored to my specific situation, Tara made me realize that I can do better with my savings. I would highly recommend Tara as a financial advisor.”
​Yana

Serving Hamilton, Burlington, Oakville, Toronto, and Surrounding Areas

Choosing a financial planner is a very personal decision—you want someone who understands both your financial goals and the community you live in. I’m proud to serve clients across:
  • Hamilton – From Westdale to Stoney Creek, helping families plan for education, retirement, and long-term growth.
  • Burlington – Supporting professionals and retirees with strategies to manage wealth, reduce taxes, and protect legacies.
  • Oakville – Working with busy families and business owners to align money with lifestyle goals.
  • Toronto – From Scarborough and North York to Rosedale and the Beach I partner with professionals and individuals at all stages of their financial journey
  • Surrounding Areas – Including Ancaster, Dundas, and Waterdown.
Wherever you are in the Golden Horseshoe, you can count on financial planning tailored to your unique situation.

    Let's Talk

    Financial freedom is calling you. Reach out today and let's get the conversation started.

Giving Back to the Community

I believe in the power of giving back to my community because I know how it feels to receive support when it is needed most! Scroll below for some of the recent causes I have supported! And visit my philanthropy page to share your favourite cause.

Financial Planning FAQs
​Is a financial planner the same as a financial advisor?​
​A financial advisor is a professional who provides clients with advice on their investments and helps them make decisions based on their individual goals and risk tolerance. A financial planner, on the other hand, is more comprehensive and can provide a full range of services including retirement planning, budgeting strategies, taxes, cash flow management, insurance, and so on. They can help individuals and families create personalized plans to meet their financial goals.
What is the role of a financial planner?
A financial planner helps you create a roadmap for your money—covering savings, investments, retirement, tax strategies, and protection. Their role is to align your finances with your life goals so you can make confident decisions today and prepare for the future.
​Is working with a financial planner right for me?
​It depends on your individual financial situation. If you need help making informed decisions and have a need for a personalized financial strategy, then it is likely a good decision to hire a financial planner. They can assess your needs and help you create a tailored plan that suits your goals and financial capabilities.
​At what net worth should I get a financial planner?
There’s no minimum net worth to work with a financial planner. Many people seek planning when their finances feel complex—buying a home, starting a family, building investments, or preparing for retirement. A financial planner provides value at any stage by helping you plan for the future. 
​At what point should someone get a financial planner?
You should consider a financial planner whenever you’re facing major life or money decisions—like buying or selling a home, starting a family, changing careers, or planning retirement. A financial planner helps you think through all aspects of your life to help you you build a long-term strategy tailored to your unique situation and goals.
What should I bring to a financial planning meeting?
Bring documents that give a clear picture of your finances: recent tax returns, investment and bank statements, insurance policies, mortgage or debt details, and your monthly budget. You don’t need everything perfect—just the essentials. A financial planner can guide you through the rest and help fill in the gaps.
How do I contact Tara Downs Rocchetti?
You can reach Tara at [email protected] , by calling 647-865-6872, or through the contact form on this site. To book a call, simply choose a time that works best for you using the online scheduling link. Meetings can be arranged virtually or in person, depending on your preference.

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Tara Downs Rocchetti, CFP with her dog Link
If  you have more questions, feel free to get in touch by calling me at 647-865-6872 or emailing me at [email protected].
"unleash your financial freedom!"

Thank you for visiting!
I would love to chat with you soon!

¡Gracias por la visita!
¡Me encantaría hablar contigo pronto!
Email: [email protected].
Call: 647-865-6872
Hamilton, Ontario, Canada

Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed on this website have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
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Correo: [email protected].
Teléfono: 647-865-6872
Hamilton, Ontario, Canada