About
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Chelsea Financial Solutions Inc.
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
Languages spoken: English
Phone: (416) 366-8771 x2376
Email: daniel.rinaldi@sunlife.com
Address: 1 York Street, 27th floor, Toronto, ON, M5J 0B6 Canada
Daniel Rinaldi
As your trusted financial planner, I specialize in guiding and empowering families and retirees toward lasting financial security and peace of mind. Whether you’re building a future for your loved ones or seeking to enjoy your retirement years, I provide personalized strategies in savings, retirement income, and estate planning that are designed around your unique needs and goals, at every life stage.
Job Title: Advisor, Sun Life, CHS™, CLU®, QAFP™
Email: daniel.rinaldi@sunlife.com
Address: Etobicoke, ON
Kristin Joosse
With over 20 years in the financial industry, and over 10 years with Sun Life, Kristin’s Client-focused approach and strong background in both insurance and investments helps individuals and businesses achieve their financial goals.
Kristin provides clear, honest advice and builds lasting relationships with our Clients at Chelsea Financial that are based on trust and integrity.
As a licensed Associate, she specializes in tailoring solutions that help fit everyone’s individual, unique needs, drawing on her experience in all types of insurance and investment products to connect with you on a more personal level. Kristin is committed to navigating each life stage with Clients to help ensure that they’re moving toward their goals at the right pace.
Kristin enjoys spending time with close friends and family. She loves the outdoors and especially loves summer months spending time on the dock at her cottage.
Job Title: Associate Advisor, Sun Life, CFP®
Languages spoken: English
Phone: 6476276077
Email: kristin.joosse@sunlife.com
Heather Mavrin
Heather is an experienced and dedicated service professional with over 20 years of expertise in the financial and hospitality and service industries. Throughout her career, she has demonstrated a strong commitment to understanding Clients’ needs, resolving issues efficiently and effectively and fostering positive connections with Clients.
Heather’s abilities to handle all situations with professionalism, and adapting to fast-paced settings, along with her keen attention to detail makes her a valuable asset to our team at Chelsea Financial Solutions.
Heather is a devoted (aka very busy) wife and mom of two children who’s many sports keep her on the go and on her toes. Her family’s motto of “we can’t - we have hockey and dance” is still going strong! When spare time does present itself, however, you’ll find her daydreaming of motorcycles and enjoying a game (or a few hours) of Minecraft with her kids.
Job Title: Advisor Assistant, Sun Life
Languages spoken: English
Phone: 6479719077
Email: heather.j.mavrin@sunlife.com
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