Helping You Build Your Financial Life

If you live in Oakville, Ontario and want help making sense of your financial future, I’d love to connect.

I’m Tara Down Rocchetti, a Certified Financial Planner (CFP®) working with individuals and families across Southern Ontario — including Oakville. Whether you're focused on retirement, or managing your growing assets, I offer planning services based on your needs.

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Built for the Needs of Oakville Professionals and Families​

If you live in Oakville, you’re likely balancing a busy life — career, family, and financial goals all at once. I work with individuals and families who want a clear approach to financial planning. Here are some of the most common needs I support:

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Retirement Planning

Retirement planning isn’t just about saving — it’s about simplifying. If you're just starting out or preparing to retire soon, I can help. Whether have a Defined Benefit or Defined Contribution pension plan, or figuring out how CPP, RRSPs, TFSAs, and investment accounts fit together to provide an income source in retirement— I’ll help you make sense of it.

Making Decisions Around Real Estate or Inheritance

Received an inheritance or thinking about downsizing? Whether it’s a property or a financial windfall, I’ll help you look at how that fits into your broader financial picture — including tax considerations, investment timing, and cash management.

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​Business & Personal Financial Plans

Your personal and business finances are closely linked — and your financial plan should reflect that. I work with business owners to build tax-efficient strategies across salary, dividends, investing, and long-term wealth planning.

Coordinating Family Finance

As your family grows and changes, so do your priorities. Whether you’re managing childcare costs, saving for education, supporting aging parents, or planning a family vacation home — I help you organize your finances around what matters most now, and what’s coming next.

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​Let’s Start with a Conversation

If you live in Oakville and you have plans for the future or retiring soon, Let’s talk.

Our first meeting is relaxed, and focused on understanding your goals. From there, you can decide what level of planning support makes sense for you.

Reach out today. I’m happy to meet virtually or by phone — whatever works best for you.

Let's Connect

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FAQs

How can a financial planner help me plan for retirement in Oakville?
Many Oakville residents reach out as they near retirement, ready to turn savings into
income. I help clients map out their pensions, RRSPs, and TFSAs, building a strategy aligned to their lifestyle and goals.

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Do you meet with clients virtually?
Yes. I regularly work with clients across Oakville through secure virtual sessions, as well as in-person meetings. Whether you’re in Glen Abbey or along Lakeshore, it’s easy to connect in a way that fits your schedule.

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What should I know before I retire?
It’s important to understand how your income will change, what benefits you’re eligible for, and how to manage healthcare or housing costs. I help you review every part of your plan.

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Is it possible to retire early?
It can be, depending on your savings, spending, and goals. I can help you model different
scenarios so you understand what’s realistic and how to plan toward it.

Reach Out Today

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