about
Andrea Roseli
Lic. #0I47218
Having the right financial advisor means partnering with someone genuinely invested in your future. As your financial coach, I am committed to helping you build a solid foundation for long-term success. Whether you’re managing debt, planning for retirement, growing your savings, or seeking more control over your finances, I guide you step by step with proven strategies and personalized support.
I take great pride in helping individuals feel empowered, confident, and in control of their money. My role is to simplify the complex, educate without judgment, and create a customized roadmap that aligns with your lifestyle, values, and goals.
You can always rely on me to offer honest, transparent, and thoughtful guidance. From setting realistic goals to navigating unexpected financial challenges, I’m here to be your advocate and coach every step of the way.
Whether you’re starting from scratch or refining your financial habits, I’m here to help you make smart, informed decisions that bring lasting peace of mind. When you’re ready to take charge of your financial future, I’d be honored to help you thrive.
Come Discover How Much More Secure Your Future Can Be.
LET US PLAN YOU HAPPY.
Choosing the right financial strategy is like choosing the right path in life — it should fit your goals, lifestyle, and budget. Whether you’re preparing for retirement, building savings, or just starting out, financial planning gives you the roadmap to reach your destination with confidence.
Here’s a breakdown of what a comprehensive plan includes — and how to make your financial journey a smoother one.
From investments and insurance to debt management and estate planning, a licensed financial advisor can help you understand your options and create a plan tailored to your needs.
Key Takeaways
- Financial planning helps protect your present and prepare for your future with clarity and confidence.
- Your plan should reflect your goals, risk tolerance, and time horizon — from budgeting to retirement strategies.
- The earlier you start, the more control and freedom you’ll have — and the more you can potentially save.
Planning for retirement isn’t just about putting money into a 401(k) or RRSP — it’s about creating a sustainable income stream for your future. Retirement planning helps you:
- Estimate how much you’ll need to retire comfortably
- Determine how much to save annually
- Identify the right investment vehicles
- Understand tax implications
Working with a financial planner can help ensure your money is working as hard as you are.
Insurance is a key part of your financial safety net. Financial planning includes evaluating your needs for:
- Life insurance
- Disability insurance
- Critical illness coverage
- Long-term care planning
The right coverage protects your income, your family, and your lifestyle in case life takes an unexpected turn.
Investing isn’t just for the wealthy — it’s for anyone who wants their money to grow. A good financial plan includes:
- A customized portfolio based on your goals and risk profile
- Diversification to minimize risk
- Ongoing reviews to adjust as your life changes
With the right strategy, investing becomes a powerful tool for wealth-building over time.
Whether you’re planning for your child’s college education, a future home, or a dream vacation, financial planning turns goals into action steps. Education planning involves:
- Estimating costs and timelines
- Exploring government savings plans (RESPs, 529s, etc.)
- Creating monthly savings targets
Financial planning gives your goals structure, strategy, and a path forward.
Unexpected expenses happen. A financial plan helps you:
- Build and maintain an emergency fund
- Pay down high-interest debt strategically
- Avoid financial setbacks
Being prepared means you can handle life’s curveballs with less stress.