ROCA Financial Solutions Inc.
Languages spoken: English, Spanish
The Right Conversation Today Can Shape Your Tomorrow.
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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December is my favourite month of the year for many reasons. Its no coincidence that my Birthday is on the 21st one of the most magical days to arrive in the world. It sits at the end of endings and beginnings. A cycle closes and we get the opportunity to open a new one on January.
𝐘𝐨𝐮 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐚𝐬𝐤 𝐲𝐨𝐮𝐫𝐬𝐞𝐥𝐟.
What will you choose to fill your basket with for your new beginning?
Closing cycles is essential before starting again. 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐡𝐨𝐰 𝐈 𝐝𝐨 𝐢𝐭:
🧩𝐑𝐞𝐟𝐥𝐞𝐜𝐭𝐢𝐨𝐧: of the good, the hard, the losses, and the opportunities.
🧩𝐆𝐫𝐚𝐭𝐢𝐭𝐮𝐝𝐞: for the people, moments and lessons that shaped the year.
🧩𝐆𝐢𝐯𝐢𝐧𝐠: Intentionally supporting those who have less because meaningful change begins with each of us. When we pay attention to the needs around us, we discover endless opportunities to make a difference.
🧩𝐀 𝐩𝐥𝐚𝐧 𝐨𝐟 𝐚𝐜𝐭𝐢𝐨𝐧: for what I want to build and accomplish on the new year.
Here is to ending December with intention and beginning with purpose.
𝐀 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧 𝐓𝐨𝐝𝐚𝐲 𝐂𝐚𝐧 𝐒𝐡𝐚𝐩𝐞 𝐘𝐨𝐮𝐫 𝐓𝐨𝐦𝐨𝐫𝐫𝐨𝐰🧭
𝘙𝘦𝘤𝘩𝘢𝘳𝘨𝘪𝘯𝘨 𝘮𝘺 𝘴𝘰𝘶𝘭 𝘵𝘩𝘪𝘴 𝘱𝘢𝘴𝘵 𝘸𝘦𝘦𝘬𝘦𝘯𝘥 𝘸𝘪𝘵𝘩 𝘢 𝘩𝘪𝘬𝘦 𝘸𝘪𝘵𝘩 𝘨𝘳𝘦𝘢𝘵 𝘤𝘰𝘮𝘱𝘢𝘯𝘺.
𝐘𝐨𝐮 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐚𝐬𝐤 𝐲𝐨𝐮𝐫𝐬𝐞𝐥𝐟.
What will you choose to fill your basket with for your new beginning?
Closing cycles is essential before starting again. 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐡𝐨𝐰 𝐈 𝐝𝐨 𝐢𝐭:
🧩𝐑𝐞𝐟𝐥𝐞𝐜𝐭𝐢𝐨𝐧: of the good, the hard, the losses, and the opportunities.
🧩𝐆𝐫𝐚𝐭𝐢𝐭𝐮𝐝𝐞: for the people, moments and lessons that shaped the year.
🧩𝐆𝐢𝐯𝐢𝐧𝐠: Intentionally supporting those who have less because meaningful change begins with each of us. When we pay attention to the needs around us, we discover endless opportunities to make a difference.
🧩𝐀 𝐩𝐥𝐚𝐧 𝐨𝐟 𝐚𝐜𝐭𝐢𝐨𝐧: for what I want to build and accomplish on the new year.
Here is to ending December with intention and beginning with purpose.
𝐀 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧 𝐓𝐨𝐝𝐚𝐲 𝐂𝐚𝐧 𝐒𝐡𝐚𝐩𝐞 𝐘𝐨𝐮𝐫 𝐓𝐨𝐦𝐨𝐫𝐫𝐨𝐰🧭
𝘙𝘦𝘤𝘩𝘢𝘳𝘨𝘪𝘯𝘨 𝘮𝘺 𝘴𝘰𝘶𝘭 𝘵𝘩𝘪𝘴 𝘱𝘢𝘴𝘵 𝘸𝘦𝘦𝘬𝘦𝘯𝘥 𝘸𝘪𝘵𝘩 𝘢 𝘩𝘪𝘬𝘦 𝘸𝘪𝘵𝘩 𝘨𝘳𝘦𝘢𝘵 𝘤𝘰𝘮𝘱𝘢𝘯𝘺.
December is my favourite month of the year for many reasons. Its no coincidence that my Birthday is on the 21st one of the most magical days to arrive in the world. It sits at the end of endings and beginnings. A cycle closes and we get the opportunity to open a new one on January.
𝐘𝐨𝐮 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐚𝐬𝐤 𝐲𝐨𝐮𝐫𝐬𝐞𝐥𝐟.
What will you choose to fill your basket with for your new beginning?
Closing cycles is essential before starting again. 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐡𝐨𝐰 𝐈 𝐝𝐨 𝐢𝐭:
🧩𝐑𝐞𝐟𝐥𝐞𝐜𝐭𝐢𝐨𝐧: of the good, the hard, the losses, and the opportunities.
🧩𝐆𝐫𝐚𝐭𝐢𝐭𝐮𝐝𝐞: for the people, moments and lessons that shaped the year.
🧩𝐆𝐢𝐯𝐢𝐧𝐠: Intentionally supporting those who have less because meaningful change begins with each of us. When we pay attention to the needs around us, we discover endless opportunities to make a difference.
🧩𝐀 𝐩𝐥𝐚𝐧 𝐨𝐟 𝐚𝐜𝐭𝐢𝐨𝐧: for what I want to build and accomplish on the new year.
Here is to ending December with intention and beginning with purpose.
𝐀 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧 𝐓𝐨𝐝𝐚𝐲 𝐂𝐚𝐧 𝐒𝐡𝐚𝐩𝐞 𝐘𝐨𝐮𝐫 𝐓𝐨𝐦𝐨𝐫𝐫𝐨𝐰🧭
𝘙𝘦𝘤𝘩𝘢𝘳𝘨𝘪𝘯𝘨 𝘮𝘺 𝘴𝘰𝘶𝘭 𝘵𝘩𝘪𝘴 𝘱𝘢𝘴𝘵 𝘸𝘦𝘦𝘬𝘦𝘯𝘥 𝘸𝘪𝘵𝘩 𝘢 𝘩𝘪𝘬𝘦 𝘸𝘪𝘵𝘩 𝘨𝘳𝘦𝘢𝘵 𝘤𝘰𝘮𝘱𝘢𝘯𝘺.
𝐘𝐨𝐮 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐚𝐬𝐤 𝐲𝐨𝐮𝐫𝐬𝐞𝐥𝐟.
What will you choose to fill your basket with for your new beginning?
Closing cycles is essential before starting again. 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐡𝐨𝐰 𝐈 𝐝𝐨 𝐢𝐭:
🧩𝐑𝐞𝐟𝐥𝐞𝐜𝐭𝐢𝐨𝐧: of the good, the hard, the losses, and the opportunities.
🧩𝐆𝐫𝐚𝐭𝐢𝐭𝐮𝐝𝐞: for the people, moments and lessons that shaped the year.
🧩𝐆𝐢𝐯𝐢𝐧𝐠: Intentionally supporting those who have less because meaningful change begins with each of us. When we pay attention to the needs around us, we discover endless opportunities to make a difference.
🧩𝐀 𝐩𝐥𝐚𝐧 𝐨𝐟 𝐚𝐜𝐭𝐢𝐨𝐧: for what I want to build and accomplish on the new year.
Here is to ending December with intention and beginning with purpose.
𝐀 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧 𝐓𝐨𝐝𝐚𝐲 𝐂𝐚𝐧 𝐒𝐡𝐚𝐩𝐞 𝐘𝐨𝐮𝐫 𝐓𝐨𝐦𝐨𝐫𝐫𝐨𝐰🧭
𝘙𝘦𝘤𝘩𝘢𝘳𝘨𝘪𝘯𝘨 𝘮𝘺 𝘴𝘰𝘶𝘭 𝘵𝘩𝘪𝘴 𝘱𝘢𝘴𝘵 𝘸𝘦𝘦𝘬𝘦𝘯𝘥 𝘸𝘪𝘵𝘩 𝘢 𝘩𝘪𝘬𝘦 𝘸𝘪𝘵𝘩 𝘨𝘳𝘦𝘢𝘵 𝘤𝘰𝘮𝘱𝘢𝘯𝘺.
A homemade pie, a shared table, the sound of familiar laughter. Gratitude often lives in the simple beauty of these moments.
Happy Thanksgiving 🌻
Happy Thanksgiving 🌻
A homemade pie, a shared table, the sound of familiar laughter. Gratitude often lives in the simple beauty of these moments.
Happy Thanksgiving 🌻
Happy Thanksgiving 🌻
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.