ROCA Financial Solutions Inc.
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.
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.
Looking at retirement
Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.
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.
Stay informed
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Inheritance planning: When equal and fair aren’t the same thing
Inheritance Planning: When equal and fair arent the same thing - an interesting article on the importance of planning your legacy.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
I was honored to attend the Women’s Health at Work: Closing the gender gap event by @The Globe and Mail in partnership with Sun Life. The focus of the event was on the importance of women’s health in the workplace and the essential role that it plays in our society.
I am proud to see the women at Sun Life leading the movement on having an inclusive and safe workplace culture for women to not only feel comfortable and heard but to thrive in their career paths. Creating an inclusive work environment that supports women through different life stages, whether navigating, pregnancy, menopause, mental illness, or the pressure of caregiving sends a powerful message about valuing diversity and promoting overall well-being. Thank you @ Helena Pagano and Jessica Tan for your work in these initiatives and for setting a strong example in prioritizing women’s health at work. I am eager to see the continued positive changes that will undoubtedly result from your efforts. It was.
I am proud to see the women at Sun Life leading the movement on having an inclusive and safe workplace culture for women to not only feel comfortable and heard but to thrive in their career paths. Creating an inclusive work environment that supports women through different life stages, whether navigating, pregnancy, menopause, mental illness, or the pressure of caregiving sends a powerful message about valuing diversity and promoting overall well-being. Thank you @ Helena Pagano and Jessica Tan for your work in these initiatives and for setting a strong example in prioritizing women’s health at work. I am eager to see the continued positive changes that will undoubtedly result from your efforts. It was.
I was honored to attend the Women’s Health at Work: Closing the gender gap event by @The Globe and Mail in partnership with Sun Life. The focus of the event was on the importance of women’s health in the workplace and the essential role that it plays in our society.
I am proud to see the women at Sun Life leading the movement on having an inclusive and safe workplace culture for women to not only feel comfortable and heard but to thrive in their career paths. Creating an inclusive work environment that supports women through different life stages, whether navigating, pregnancy, menopause, mental illness, or the pressure of caregiving sends a powerful message about valuing diversity and promoting overall well-being. Thank you @ Helena Pagano and Jessica Tan for your work in these initiatives and for setting a strong example in prioritizing women’s health at work. I am eager to see the continued positive changes that will undoubtedly result from your efforts. It was.
I am proud to see the women at Sun Life leading the movement on having an inclusive and safe workplace culture for women to not only feel comfortable and heard but to thrive in their career paths. Creating an inclusive work environment that supports women through different life stages, whether navigating, pregnancy, menopause, mental illness, or the pressure of caregiving sends a powerful message about valuing diversity and promoting overall well-being. Thank you @ Helena Pagano and Jessica Tan for your work in these initiatives and for setting a strong example in prioritizing women’s health at work. I am eager to see the continued positive changes that will undoubtedly result from your efforts. It was.
Yesterday, I was invited to attend a powerful Truth and Reconciliation event at the Catholic Community Services of York Region (CCSYR). It was a moving experience that deepened my understanding of our shared history and the importance of healing and respect for indigenous communities. Let's continue the conversation and commit to meaningful actions for reconciliation. Thank you Magda for allowing me to be part of this wonderful event.
#TruthAndReconciliation #Unity #IndigenousVoices
#TruthAndReconciliation #Unity #IndigenousVoices
Yesterday, I was invited to attend a powerful Truth and Reconciliation event at the Catholic Community Services of York Region (CCSYR). It was a moving experience that deepened my understanding of our shared history and the importance of healing and respect for indigenous communities. Let's continue the conversation and commit to meaningful actions for reconciliation. Thank you Magda for allowing me to be part of this wonderful event.
#TruthAndReconciliation #Unity #IndigenousVoices
#TruthAndReconciliation #Unity #IndigenousVoices
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.