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.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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What to do if you outlive your retirement savings in Canada - MoneySense

Some Canadian seniors enter retirement without savings or run out of money over time. Here’s how they can stay afloat financially.

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Do you have enough life, disability and illness insurance? Find out before you need it - MoneySense

Do you have the best life insurance for your life stage? Experts say young Canadians are often underinsured. Here’s how to choose the right coverage.

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Why Financial Literacy Is Key To Protecting Your Legacy

Estate planning isn’t just about transferring assets—it’s about preserving your legacy, protecting your family, and ensuring your wishes are honored.

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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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