ROCA Financial Solutions Inc.
Languages spoken: English, Spanish
Where Conversations Shape Tomorrow
Our mission is to partner with you to help transform tax planning into meaningful wealth today, while intentionally building legacies for tomorrow.
Who we service
Learn more
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
We believe the most meaningful outcomes begin with thoughtful conversation. That is how trust is built and how a lasting impact is created.
Products and services
Our Approach
- Turning insight into action through strategic planning and ongoing dialogue.
- Navigating complexity and managing risk to align today’s decisions with long-term outcomes.
- Integrating tax planning, wealth strategy and protection considerations, to help build wealth today and intentionally shape legacies for tomorrow.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
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.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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𝐂𝐞𝐥𝐞𝐛𝐫𝐚𝐭𝐢𝐧𝐠 𝐈𝐭𝐚𝐥𝐢𝐚𝐧 𝐇𝐞𝐫𝐢𝐭𝐚𝐠𝐞 𝐌𝐨𝐧𝐭𝐡 𝐚𝐭 𝐭𝐡𝐞 𝐑𝐨𝐲𝐚𝐥 𝐑𝐨𝐬𝐞 𝐆𝐚𝐥𝐥𝐞𝐫𝐲.
Honored to be part of this beautiful celebration of Italian heritage, culture and community.
Italian culture has been a meaninful part of my journey since arriving to Canada, through friendships, mentorship, traditions and a strong sense of family and community that have enriched my life.
A special thank you to Rosa Calabrese, my friend, my business bestie, my philanthropy partner, for her passion, leadership, and commitment to bringing people together through art and culture.
A special recognition to the talented artists for creating such an inspiring and memorable evening.🦋
Honored to be part of this beautiful celebration of Italian heritage, culture and community.
Italian culture has been a meaninful part of my journey since arriving to Canada, through friendships, mentorship, traditions and a strong sense of family and community that have enriched my life.
A special thank you to Rosa Calabrese, my friend, my business bestie, my philanthropy partner, for her passion, leadership, and commitment to bringing people together through art and culture.
A special recognition to the talented artists for creating such an inspiring and memorable evening.🦋
𝐂𝐞𝐥𝐞𝐛𝐫𝐚𝐭𝐢𝐧𝐠 𝐈𝐭𝐚𝐥𝐢𝐚𝐧 𝐇𝐞𝐫𝐢𝐭𝐚𝐠𝐞 𝐌𝐨𝐧𝐭𝐡 𝐚𝐭 𝐭𝐡𝐞 𝐑𝐨𝐲𝐚𝐥 𝐑𝐨𝐬𝐞 𝐆𝐚𝐥𝐥𝐞𝐫𝐲.
Honored to be part of this beautiful celebration of Italian heritage, culture and community.
Italian culture has been a meaninful part of my journey since arriving to Canada, through friendships, mentorship, traditions and a strong sense of family and community that have enriched my life.
A special thank you to Rosa Calabrese, my friend, my business bestie, my philanthropy partner, for her passion, leadership, and commitment to bringing people together through art and culture.
A special recognition to the talented artists for creating such an inspiring and memorable evening.🦋
Honored to be part of this beautiful celebration of Italian heritage, culture and community.
Italian culture has been a meaninful part of my journey since arriving to Canada, through friendships, mentorship, traditions and a strong sense of family and community that have enriched my life.
A special thank you to Rosa Calabrese, my friend, my business bestie, my philanthropy partner, for her passion, leadership, and commitment to bringing people together through art and culture.
A special recognition to the talented artists for creating such an inspiring and memorable evening.🦋
𝐓𝐡𝐞 𝐄𝐱𝐞𝐜𝐮𝐭𝐨𝐫'𝐬 𝐉𝐨𝐮𝐫𝐧𝐞𝐲 Webinar
𝐎𝐧𝐞 𝐃𝐚𝐲, someone you love may be counting on you to carry out their final wishes.
Would you know where to start?
🧩What You Need to Know Before Your Say Yes.
🧩From Appointment to Estate Settlement
🧩Responsibilities, Risks and Realities.
🧩When and Why to Seek Professional Support.
𝐇𝐨𝐬𝐭𝐞𝐝 𝐁𝐲:
Rossy Bustamante, CFP®️, CEA, CLU®️, MFA-P™️
𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐞𝐫:
Lori Clements, CPA, CA, CFP®️: Director, Tax & Estate Planning
Sun Life Global Investments
When: June 25,2026 • 12:00 p.m. EST
Click here to Register: https://bit.ly/4vqOvDO
Unable to attend but interested in learning more?
Visit my website and book a meeting: https://bit.ly/4dRgeYs
𝐎𝐧𝐞 𝐃𝐚𝐲, someone you love may be counting on you to carry out their final wishes.
Would you know where to start?
🧩What You Need to Know Before Your Say Yes.
🧩From Appointment to Estate Settlement
🧩Responsibilities, Risks and Realities.
🧩When and Why to Seek Professional Support.
𝐇𝐨𝐬𝐭𝐞𝐝 𝐁𝐲:
Rossy Bustamante, CFP®️, CEA, CLU®️, MFA-P™️
𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐞𝐫:
Lori Clements, CPA, CA, CFP®️: Director, Tax & Estate Planning
Sun Life Global Investments
When: June 25,2026 • 12:00 p.m. EST
Click here to Register: https://bit.ly/4vqOvDO
Unable to attend but interested in learning more?
Visit my website and book a meeting: https://bit.ly/4dRgeYs
Watch video
Happy Father's Day to all those who embrace the joy and responsability of a fatherly role. Enjoy your special day🦋
Happy Father's Day to all those who embrace the joy and responsability of a fatherly role. Enjoy your special day🦋
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.