Investment Planning

As a Certified Financial Planner, I believe investment planning is about more than numbers — it’s about helping you plan for what matters most.

Helping You Plan with Purpose

As a Certified Financial Planner, I offer more than just an investment plan — I help you create a
strategy that reflects your goals and adapts as your life changes. Whether you're preparing for
retirement, looking to build an education fund, managing a recent inheritance, or simply getting
started, I’ll work with you to build a plan that’s clear, practical, and personal to you.
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I work with individuals and families across Hamilton, Burlington, Oakville, Toronto, St.
Catharines, and surrounding communities.

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Why Work with a Financial Planner for Investing?

Investment decisions don’t happen in isolation. Every choice you make should connect to a
larger plan — one that supports your future goals and reflects your unique needs.
As a financial planner, I bring together all the pieces: your retirement timeline, your employment
considerations, tax planning, risk assessment and more. My role is to make sure your
investment strategy work with you and your evolving needs.

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What I Help You Plan For

​Every person’s situation is different, but here are some of the key investment planning areas I
commonly support clients with:

Investing for Retirement 

​Whether retirement is decades away or just around the corner, I’ll help you build a plan that reflects when and how you want to retire. That includes strategies for RRSP contributions, withdrawals, and making sure your investments fit into the bigger picture of your life.

​Tax Planning

I’ll guide you through how to use registered accounts like FHSAs, TFSAs and RRSPs, helping you manage your investments with strategies that consider the tax implications that could impact you.

Short-Term Goals

​Not every investment plan is about the long term. I also help you plan around shorter- term goals — working with you to plan to you have access to the funds you need, when you need them.

Risk Assessment and Comfort Level

Everyone has a different tolerance for risk. I’ll work with you to understand your personal comfort level, timeline, and capacity for risk — so your investment strategy supports both your financial goals and your peace of mind.

Aligning with Your Broader Financial Planning Goals

Your investment plan should support all the areas that matter to you — whether that includes homeownership, education planning, business ownership, travel, or legacy planning. I bring everything together into one cohesive plan that evolves with your priorities.

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​Financial Planning that Grows with You

​I don’t push generic strategies. My approach is rooted in trust, clarity, and thoughtful support that is aligned to your evolving needs. Whether you’re just getting started or managing an existing portfolio, I’m here to support you through all stages of your investing journey.

Let’s Build Your Financial Future

If you’re ready to take a more intentional approach to investing — one that reflects your values and your goals — I’d love to help.

Book a consultation with me, Tara Downs Rocchetti, CFP®, and let’s start building a plan that works for you — today and in the years ahead.

Let's Connect

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