Your CERTIFIED FINANCIAL PLANNER - Tara Downs Rocchetti

Supporting Hamilton, Toronto, and Niagara Regions
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Superior Service, Personalized Attention

As a CERTIFIED FINANCIAL PLANNER®, I am part of the team at Aurora Tancock Financial Services, primarily serving the Greater Hamilton, Niagara and Toronto 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.
Tara Downs Rocchetti Certified Financial Planner

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

How I Help

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.

Financial Planning Services

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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 

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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

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

Debt Management

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

Retirement Planning Services

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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

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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

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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

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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.

    Let's Talk

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

Common FAQs

​What's the difference between a financial advisor and a financial planner?

​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, debt management, insurance, and so on. They can help individuals and families create personalized plans to meet their financial goals.

Is hiring 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.

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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
Correo: [email protected].
Teléfono: 647-865-6872
Hamilton, Ontario, Canada
  TARA DOWNS ROCCHETTI, CFP
  • Home
  • Inicio
  • About Me
  • Acerca de mi
  • What I Do
    • Financial Planning
    • Insurance
    • Tax Planning
    • Seniors
    • Small Business Owners
    • Engineers and Tech Professionals
    • People with Disabilities
    • U.S. Citizens Living in Canada
    • New Canadians
  • Service Areas
    • Hamilton
    • Oakville
    • Burlington
  • ¿Qué hago yo?
    • Planificación Financiera
    • Ingenieros e informáticos
    • Personas de mayor edad
    • Personas con discapacidades
    • Ciudadanos estadounidenses en Canadá
    • Canadienses nuevos
  • Community
  • En la comunidad
  • Blog
  • News
  • Noticias
  • Contact
  • Contacto
  • Tools
  • Home
  • Inicio
  • About Me
  • Acerca de mi
  • What I Do
    • Financial Planning
    • Insurance
    • Tax Planning
    • Seniors
    • Small Business Owners
    • Engineers and Tech Professionals
    • People with Disabilities
    • U.S. Citizens Living in Canada
    • New Canadians
  • Service Areas
    • Hamilton
    • Oakville
    • Burlington
  • ¿Qué hago yo?
    • Planificación Financiera
    • Ingenieros e informáticos
    • Personas de mayor edad
    • Personas con discapacidades
    • Ciudadanos estadounidenses en Canadá
    • Canadienses nuevos
  • Community
  • En la comunidad
  • Blog
  • News
  • Noticias
  • Contact
  • Contacto
  • Tools