ROCA Financial Solutions Inc.
Languages spoken: English, Spanish
Transform Taxes into Wealth
Our mission at ROCA is to partner with you to help transform Taxes into Wealth Today and build Legacies for Tomorrow. Through Solid Strategic Solutions we help achieve financial freedom while making a lasting impact on your family and community.
Who we service
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High net worth and affluent
Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.
Business owners general
Helping business owners take control of their finances one step at a time.
Incorporated professionals
Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.
The Team at ROCA
Our mission at ROCA is to partner with you to help transform Taxes into Wealth Today and build Legacies for Tomorrow. Through Solid Strategic Solutions we help achieve financial freedom while making a lasting impact on your family and community.
Products and services
I'm here to help you with your health and wealth needs. Browse through my offerings to learn more about how I can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to me 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.
Mortgage protection insurance
Mortgage protection insurance is a life insurance policy that cover more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.
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It's not about avoiding the storms, it's about preparing for them. What keeps your vehicle steady through rough roads? Shock absorbers. In investing, those are the strategies and safegurdad you build in, to soften the impact and keep moving forward.
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𝐒𝐨𝐦𝐞 𝐜𝐥𝐢𝐦𝐛𝐬 𝐚𝐫𝐞 𝐨𝐧 𝐭𝐫𝐚𝐢𝐥𝐬. 𝐎𝐭𝐡𝐞𝐫𝐬 𝐚𝐫𝐞 𝐢𝐧 𝐥𝐢𝐟𝐞.
I hiked Silver Peak in Killarney ON - six hours of rocks, roots and steep climbs. There were moments I thought, "𝘛𝘩𝘢𝘵's 𝘪𝘵, 𝘐'𝘮 𝘥𝘰𝘯𝘦. 𝘛𝘩𝘦 𝘩𝘦𝘭𝘪𝘤𝘰𝘱𝘵𝘦𝘳 𝘢𝘮𝘣𝘶𝘭𝘢𝘯𝘤𝘦 𝘪𝘴 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘩𝘢𝘷𝘦 𝘵𝘰 𝘭𝘪𝘧𝘵 𝘮𝘦 𝘰𝘶𝘵. 𝘔𝘺 𝘬𝘯𝘦𝘦𝘴 𝘸𝘦𝘳𝘦 𝘨𝘪𝘷𝘪𝘯𝘨 𝘪𝘯."
But, I had my hiking buddies by my side, encouraging me, making sure I took that next step.
Step by step, I reached the top, the view was breathtaking. It felt like I had died and gone to heaven. I cried, a mix of emotions, happiness and pride. In that moment, I forgot about all my aches and pains.
Life is lot like a hike, you plan, you set your goals, take one step at the time, and surround yourself with the right people to guide you and encourage you, even when the path gets tough.
The best part? Reaching the top and seeing what is possible. Makes it all worth it.
𝐖𝐡𝐚𝐭 𝐢𝐬 𝐲𝐨𝐮𝐫 𝐧𝐞𝐱𝐭 𝐚𝐝𝐯𝐞𝐧𝐭𝐮𝐫𝐞 𝐚𝐧𝐝 𝐬𝐭𝐞𝐩𝐬 𝐰𝐢𝐥𝐥 𝐠𝐞𝐭 𝐲𝐨𝐮 𝐭𝐡𝐞𝐫𝐞?
I hiked Silver Peak in Killarney ON - six hours of rocks, roots and steep climbs. There were moments I thought, "𝘛𝘩𝘢𝘵's 𝘪𝘵, 𝘐'𝘮 𝘥𝘰𝘯𝘦. 𝘛𝘩𝘦 𝘩𝘦𝘭𝘪𝘤𝘰𝘱𝘵𝘦𝘳 𝘢𝘮𝘣𝘶𝘭𝘢𝘯𝘤𝘦 𝘪𝘴 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘩𝘢𝘷𝘦 𝘵𝘰 𝘭𝘪𝘧𝘵 𝘮𝘦 𝘰𝘶𝘵. 𝘔𝘺 𝘬𝘯𝘦𝘦𝘴 𝘸𝘦𝘳𝘦 𝘨𝘪𝘷𝘪𝘯𝘨 𝘪𝘯."
But, I had my hiking buddies by my side, encouraging me, making sure I took that next step.
Step by step, I reached the top, the view was breathtaking. It felt like I had died and gone to heaven. I cried, a mix of emotions, happiness and pride. In that moment, I forgot about all my aches and pains.
Life is lot like a hike, you plan, you set your goals, take one step at the time, and surround yourself with the right people to guide you and encourage you, even when the path gets tough.
The best part? Reaching the top and seeing what is possible. Makes it all worth it.
𝐖𝐡𝐚𝐭 𝐢𝐬 𝐲𝐨𝐮𝐫 𝐧𝐞𝐱𝐭 𝐚𝐝𝐯𝐞𝐧𝐭𝐮𝐫𝐞 𝐚𝐧𝐝 𝐬𝐭𝐞𝐩𝐬 𝐰𝐢𝐥𝐥 𝐠𝐞𝐭 𝐲𝐨𝐮 𝐭𝐡𝐞𝐫𝐞?
𝐒𝐨𝐦𝐞 𝐜𝐥𝐢𝐦𝐛𝐬 𝐚𝐫𝐞 𝐨𝐧 𝐭𝐫𝐚𝐢𝐥𝐬. 𝐎𝐭𝐡𝐞𝐫𝐬 𝐚𝐫𝐞 𝐢𝐧 𝐥𝐢𝐟𝐞.
I hiked Silver Peak in Killarney ON - six hours of rocks, roots and steep climbs. There were moments I thought, "𝘛𝘩𝘢𝘵's 𝘪𝘵, 𝘐'𝘮 𝘥𝘰𝘯𝘦. 𝘛𝘩𝘦 𝘩𝘦𝘭𝘪𝘤𝘰𝘱𝘵𝘦𝘳 𝘢𝘮𝘣𝘶𝘭𝘢𝘯𝘤𝘦 𝘪𝘴 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘩𝘢𝘷𝘦 𝘵𝘰 𝘭𝘪𝘧𝘵 𝘮𝘦 𝘰𝘶𝘵. 𝘔𝘺 𝘬𝘯𝘦𝘦𝘴 𝘸𝘦𝘳𝘦 𝘨𝘪𝘷𝘪𝘯𝘨 𝘪𝘯."
But, I had my hiking buddies by my side, encouraging me, making sure I took that next step.
Step by step, I reached the top, the view was breathtaking. It felt like I had died and gone to heaven. I cried, a mix of emotions, happiness and pride. In that moment, I forgot about all my aches and pains.
Life is lot like a hike, you plan, you set your goals, take one step at the time, and surround yourself with the right people to guide you and encourage you, even when the path gets tough.
The best part? Reaching the top and seeing what is possible. Makes it all worth it.
𝐖𝐡𝐚𝐭 𝐢𝐬 𝐲𝐨𝐮𝐫 𝐧𝐞𝐱𝐭 𝐚𝐝𝐯𝐞𝐧𝐭𝐮𝐫𝐞 𝐚𝐧𝐝 𝐬𝐭𝐞𝐩𝐬 𝐰𝐢𝐥𝐥 𝐠𝐞𝐭 𝐲𝐨𝐮 𝐭𝐡𝐞𝐫𝐞?
I hiked Silver Peak in Killarney ON - six hours of rocks, roots and steep climbs. There were moments I thought, "𝘛𝘩𝘢𝘵's 𝘪𝘵, 𝘐'𝘮 𝘥𝘰𝘯𝘦. 𝘛𝘩𝘦 𝘩𝘦𝘭𝘪𝘤𝘰𝘱𝘵𝘦𝘳 𝘢𝘮𝘣𝘶𝘭𝘢𝘯𝘤𝘦 𝘪𝘴 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘩𝘢𝘷𝘦 𝘵𝘰 𝘭𝘪𝘧𝘵 𝘮𝘦 𝘰𝘶𝘵. 𝘔𝘺 𝘬𝘯𝘦𝘦𝘴 𝘸𝘦𝘳𝘦 𝘨𝘪𝘷𝘪𝘯𝘨 𝘪𝘯."
But, I had my hiking buddies by my side, encouraging me, making sure I took that next step.
Step by step, I reached the top, the view was breathtaking. It felt like I had died and gone to heaven. I cried, a mix of emotions, happiness and pride. In that moment, I forgot about all my aches and pains.
Life is lot like a hike, you plan, you set your goals, take one step at the time, and surround yourself with the right people to guide you and encourage you, even when the path gets tough.
The best part? Reaching the top and seeing what is possible. Makes it all worth it.
𝐖𝐡𝐚𝐭 𝐢𝐬 𝐲𝐨𝐮𝐫 𝐧𝐞𝐱𝐭 𝐚𝐝𝐯𝐞𝐧𝐭𝐮𝐫𝐞 𝐚𝐧𝐝 𝐬𝐭𝐞𝐩𝐬 𝐰𝐢𝐥𝐥 𝐠𝐞𝐭 𝐲𝐨𝐮 𝐭𝐡𝐞𝐫𝐞?
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.