Financial Planning for Newcomers


​Take a proactive step towards securing your financial future in Canada.

​Reach out to me today for expert guidance to create a solid financial plan tailored to your goals as a newcomer. 
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Welcome to Canada - Let's Talk

​Congratulations! You just checked the big goal of moving to Canada off your list! What a thrilling time!

You came to Canada for something new, a fresh start. Moving to a new country can be an exciting adventure. However, it can also be a bit daunting to re-learn a new personal finance system and all the moving parts. That's where I come in! I help new Canadians develop a plan to make sure they are getting off on the right foot on the path toward achieving their Canadian Dream. 
Contact Me Today
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How Financial Planning Can Help Newcomers

As a CERTIFIED FINANCIAL PLANNER in Canada, I understand the challenges newcomers face when managing their finances. I provide holistic financial planning services to help create a solid financial foundation tailored to your needs. I'll work with you to:

Analyze Your Current Financial Situation

I will analyze your current financial situation and align your other investments with your goals in Canada. Together, we'll determine the best approach for your investments, including whether to maintain foreign investments or reallocate them within the Canadian investment landscape.

Discuss Your Credit Needs

Establishing credit in Canada is a crucial first step toward achieving your financial goals. I will guide you through the available options and help you understand the implications for future goals such as home ownership. Together, we'll develop an effective strategy to build your credit score and navigate the Canadian credit system successfully.

Build Your Financial Plan for Success in Canada

​I'll help you develop a customized financial plan for Canada, considering the benefits of different account types and maximizing your compensation package and employer benefits.

What Else - Holistic Financial Planning for New Canadians

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​On top of the above, my holistic financial planning process also includes:

Retirement Planning 

​I will work with you to develop a comprehensive retirement plan tailored specifically to your goals and financial situation.

​Estate Planning

​Together, we will create an estate plan to help safeguard your assets and discuss minimizing tax liabilities.

Insurance Planning

I will help you navigate the complex world of insurance, providing guidance on the types and amounts of coverage that best protect you and your family.

Education Planning 

​Let's discuss strategies to secure your children's educational future, exploring options for saving and investing in their education. 

Cash Flow and Debt Management

​I will assist you in optimizing your income and expenses, developing a personalized budget that aligns with your financial objectives.

    ​Secure your financial future in Canada today. 

    ​Contact me now to get started.
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Learn More About My Process and the Services I Offer

​My main objective is to assist you in developing a financial plan that is tailored to your goals and lifestyle, regardless of your current situation.

My Process

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​My role is to guide you through life's various phases and ensure your financial plan grows with your evolving needs.
Financial Planning Strategies

Cross Border Needs

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​Let me help you make the most of your money. 
Cross Border Financial Planning

​Financial Planning 

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​I'll help you create a tailored plan that takes into account your individual needs and goals. 
​Financial Planning Services

Looking for More?

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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