Supporting the Financial Needs of Burlington Residents

Burlington is home to people at all stages — new families settling in, business owners along Fairview Street, and retirees enjoying lakeside living. I help you plan in a way that reflects your lifestyle, goals, and the real costs of living in your area.
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Most clients reach out because they want to:

• Understand if they’re on track for retirement
• Make the most of tax-efficient strategies
• Structure cash flow with intention
• Feel more confident in long-term planning, especially through major life changes
• Explore financial planning options that align with their situation

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Who I Work With​

I typically support:

Professionals and business owners

Individuals navigating major life transitions

Families managing multiple financial priorities

Pre-retirees and retirees

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Testimonial

“In the relatively short time that we’ve known her, Tara has done wonders for our family’s financial health. We originally found Tara when my husband and I were looking for some advice on our long-term investments. While she was a great help with this, she also allowed us to take a step back and assess and improve our financial health holistically, including components such as mortgages, wills, and short-term goals. She has consistently gone above and beyond for us, is easy to work with, and provides flexible scheduling. I would recommend her to anyone seeking to improve their financial wellbeing!”

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Local Support, Flexible Access

I meet with Burlington residents regularly — either virtually or at a location convenient to you. Whether you live near the waterfront, north of the QEW, or anywhere in between, I’m available to help you build a plan that fits your growing needs.

Let's Connect

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Reach Out Today

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