Chelsea Financial Solutions Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Chelsea Financial Solutions Inc.

Languages spoken: English

Area(s) served: Greater Toronto Area

Know your way forward

Chelsea Financial Solutions Inc. is a Toronto-based financial planning firm, serving individuals, business owners, and retirees in the Greater Toronto Area.

At Chelsea Financial, we focus on helping Clients achieve lifetime financial security by offering tailored strategies for savings, retirement, insurance, and legacy planning. Our team works closely with Clients to assess their current financial situation, set achievable goals, and develop realistic, adaptable plans to protect and grow their wealth. Our expertise is especially valuable for business owners, high-net-worth individuals, and those preparing for retirement, as we provide industry-leading wealth and insurance solutions to manage complex financial needs

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Who we service

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Business owners general

Helping business owners take control of their finances one step at a time.

High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

Pre-retirees and retirees

Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.

Let's work together

Making good decisions is the key to achieving lifetime financial security and I’ll help you along the way. We’ll work together by:

assessing your current financial situation,
setting achievable goals,
developing a realistic approach to meet those goals,
helping you work toward your goals and
helping you revise that approach as your needs change.

Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

For individuals

Let’s establish goals, reach goals and protect what matters most to you - together.

Affluent and legacy driven

It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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Stay informed

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Winning Financial Strategies: Lessons From The Tennis Court

Tennis is a sport of strategy, precision, and adaptability, requiring players to prepare extensively, stay agile in the moment, and focus on long-term success. Interestingly, these same principles are fundamental in financial planning. Just as a tennis player works with a coach to refine their skills and achieve their goals, business owners and high-net-worth individuals benefit from working with a financial professional to navigate their unique financial journeys.

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Holistic Retirement Planning: Balance Your Life With Tomorrow’s Needs

"Planning for retirement isn’t just about crunching numbers and growing your nest egg; it’s about achieving a balance between living well today and securing financial freedom for tomorrow."

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Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇 #WealthTransfer #FinancialLegacy #SolidStrategies

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Office information

1 York Street - 27th Floor; Toronto, ON.

Phone:

(416) 366-8771 x2376

Email:

daniel.rinaldi@sunlife.com

Address:

1 York Street, 27th floor, Toronto, ON, M5J 0B6 Canada

Office hours:

Monday-Friday 9am-5pm

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