Tara Downs Rocchetti, CFP<sup>®</sup>
Tara Downs Rocchetti, CFP®Financial Planner

I am a certified financial planner (CFP), PhD graduate and former education professional with degrees in Spanish literature. Sometimes, I like to think that I am a little like Batman (minus the fighting crime part) – financial planner by day, literature fanatic by night. I like to think I have some pretty exciting adventures and it is my goal to help you do the same. 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 clients is to educate them in financial literacy and help them become more confident about their financial wellness. I firmly believe that creating a successful financial plan with my client is a joint effort, requiring commitment, dedication and involvement on both ends. Like in the classroom, you need to be able to put the skills you are being taught into practice. Of course, I also understand that everyone learns differently and I make an effort to adapt my approach to the unique needs of the individual.

Testimonials

Carolyn F

Thanks to Tara Downs PhD, Investment Representative from Quadrus Investment Services, 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 led to a lot fewer sleepless nights.

D.G.

I wanted you to know how much I have appreciated all your hard work in exploring my finances. You have gone above and beyond my expectations! I wanted you to know how much I have enjoyed our visits and how much I appreciate your help. I finally feel comfortable with my plan to move into a senior’s home – and knowing that I won’t outlive my money!

L & S

Tara helped us feel confident about financial planning. She provided us with the insight we needed to make smart decisions about our money and protect ourselves from potential taxation pitfalls. We now have greater security and financial literacy. We are impressed!

R & L

Thank you for looking after us! You have identified issues we did not know existed in our estate plans and made sure we were aware of them. We really feel like you have our backs and are taking care of us.

Anonymous

Tara was so incredibly attentive and knowledgeable with my questions. I was really blown away with the service she provided me! I plan to continue to do business with Tara for a long time in the future.

Anonymous

I asked Tara for financial advice because I was nervous about being under prepared for the future. I was new to saving money and didn’t know how to start. I now have a place I can keep and save money for the future. She made me feel comfortable in a new to me environment and I am looking forward to watching my money grow!

I am very happy with the service and the process so far!

Anonymous

We highly recommend you to anyone looking for an advisor for any lines of insurance or investments. You have a knack of explaining things in a “human” way so we totally understand what we have. You never talk above us.

Anonymous

I was at a point in my life where my retirement was not too far in the future, so I decided to get a professional’s assistance. I did not think that the bank that “managed” my RRSPs was looking out as much for my benefit as their own.

My principal concern was both protection of the funds in my RRSPs and their growth. I am very pleased that my financial advisor has been able to manage my funds in a manner that protects them and allows them to develop.

I have been able to see my funds securely growing and watch them as they transition to a more retirement ready source of capital.

Thank you, Tara!