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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𝐓𝐚𝐱 𝐭𝐢𝐦𝐞 𝐢𝐬 𝐚𝐥𝐬𝐨 E𝐬𝐭𝐚𝐭𝐞-P𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐭𝐢𝐦𝐞.
Reviewing your return isn't just about filing, its an opportunity to make sure everything is aligned.
𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐭𝐡𝐢𝐧𝐠𝐬 𝐭𝐨 𝐜𝐨𝐧𝐬𝐢𝐝𝐞𝐫:
📌Beneficiary designations on your RRSP/RRIF/ Pension Plans too often I see estate designations.
📌TFSA Tip commonly overlooked: Naming your spouse as the successor holder designation (not beneficiary) on your TFSA ensures your assets transfer seamlessly and continues without disruption.
📌Ownership Structures: Does ownership align with your intended transfer plan?
📌A planning Opportunity many miss:
Non-registered investments typically flow through your estate, but when held in a segrageted fund, you can name a beneficiary. This can help avoid probate, maintain privacy and give your greater control over how your wealth is transferred.
Interested in exploring any of these options further?
𝐋𝐞𝐭'𝐬 𝐬𝐭𝐚𝐫𝐭 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧🧭
Reviewing your return isn't just about filing, its an opportunity to make sure everything is aligned.
𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐭𝐡𝐢𝐧𝐠𝐬 𝐭𝐨 𝐜𝐨𝐧𝐬𝐢𝐝𝐞𝐫:
📌Beneficiary designations on your RRSP/RRIF/ Pension Plans too often I see estate designations.
📌TFSA Tip commonly overlooked: Naming your spouse as the successor holder designation (not beneficiary) on your TFSA ensures your assets transfer seamlessly and continues without disruption.
📌Ownership Structures: Does ownership align with your intended transfer plan?
📌A planning Opportunity many miss:
Non-registered investments typically flow through your estate, but when held in a segrageted fund, you can name a beneficiary. This can help avoid probate, maintain privacy and give your greater control over how your wealth is transferred.
Interested in exploring any of these options further?
𝐋𝐞𝐭'𝐬 𝐬𝐭𝐚𝐫𝐭 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧🧭
𝐓𝐚𝐱 𝐭𝐢𝐦𝐞 𝐢𝐬 𝐚𝐥𝐬𝐨 E𝐬𝐭𝐚𝐭𝐞-P𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐭𝐢𝐦𝐞.
Reviewing your return isn't just about filing, its an opportunity to make sure everything is aligned.
𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐭𝐡𝐢𝐧𝐠𝐬 𝐭𝐨 𝐜𝐨𝐧𝐬𝐢𝐝𝐞𝐫:
📌Beneficiary designations on your RRSP/RRIF/ Pension Plans too often I see estate designations.
📌TFSA Tip commonly overlooked: Naming your spouse as the successor holder designation (not beneficiary) on your TFSA ensures your assets transfer seamlessly and continues without disruption.
📌Ownership Structures: Does ownership align with your intended transfer plan?
📌A planning Opportunity many miss:
Non-registered investments typically flow through your estate, but when held in a segrageted fund, you can name a beneficiary. This can help avoid probate, maintain privacy and give your greater control over how your wealth is transferred.
Interested in exploring any of these options further?
𝐋𝐞𝐭'𝐬 𝐬𝐭𝐚𝐫𝐭 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧🧭
Reviewing your return isn't just about filing, its an opportunity to make sure everything is aligned.
𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐭𝐡𝐢𝐧𝐠𝐬 𝐭𝐨 𝐜𝐨𝐧𝐬𝐢𝐝𝐞𝐫:
📌Beneficiary designations on your RRSP/RRIF/ Pension Plans too often I see estate designations.
📌TFSA Tip commonly overlooked: Naming your spouse as the successor holder designation (not beneficiary) on your TFSA ensures your assets transfer seamlessly and continues without disruption.
📌Ownership Structures: Does ownership align with your intended transfer plan?
📌A planning Opportunity many miss:
Non-registered investments typically flow through your estate, but when held in a segrageted fund, you can name a beneficiary. This can help avoid probate, maintain privacy and give your greater control over how your wealth is transferred.
Interested in exploring any of these options further?
𝐋𝐞𝐭'𝐬 𝐬𝐭𝐚𝐫𝐭 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧🧭
“𝐈𝐟 𝐲𝐨𝐮 𝐟𝐚𝐢𝐥 𝐭𝐨 𝐩𝐥𝐚𝐧, 𝐲𝐨𝐮𝐫 𝐩𝐥𝐚𝐧 𝐭𝐨 𝐟𝐚𝐢𝐥.”
In wealth planning, that couldn’t be more true. Without a clear plan, families don’t just risk inefficiency, they risk leaving behind, confusion, conflict, and a legacy of legal battles instead of a legacy of love.
The reality is, when transitions fail, it’s rarely about the technical side, it’s about lack of clarity, communication, and preparation.
𝐓𝐡𝐞 𝐠𝐨𝐨𝐝 𝐧𝐞𝐰𝐬? With the right structure in place, you can create a smooth and intentional transition.
𝐒𝐨 𝐰𝐡𝐞𝐫𝐞 𝐝𝐨 𝐲𝐨𝐮 𝐬𝐭𝐚𝐫𝐭?
Three Foundational steps of a meaningful and effective plan.
📌𝐇𝐚𝐯𝐞 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧. As a financial planner, I am here to listen, understand what truly matters to you, and to bring your financial planning team around your vision. So, your plan reflects not just numbers, but the life and legacy you want to create.
📌𝐏𝐮𝐭 𝐭𝐡𝐞 𝐅𝐮𝐧𝐝𝐚𝐦𝐞𝐧𝐭𝐚𝐥𝐬 𝐢𝐧 𝐩𝐥𝐚𝐜𝐞: Wills, Powers of attorney, and where appropriate, trusts or other planning tools.
📌𝐑𝐞𝐯𝐢𝐬𝐢𝐭 𝐚𝐧𝐝 𝐮𝐩𝐝𝐚𝐭𝐞 𝐲𝐨𝐮𝐫 𝐩𝐥𝐚𝐧 𝐚𝐬 𝐥𝐢𝐟𝐞 𝐞𝐯𝐨𝐥𝐯𝐞𝐬.
Let’s start the conversation today🧭
In wealth planning, that couldn’t be more true. Without a clear plan, families don’t just risk inefficiency, they risk leaving behind, confusion, conflict, and a legacy of legal battles instead of a legacy of love.
The reality is, when transitions fail, it’s rarely about the technical side, it’s about lack of clarity, communication, and preparation.
𝐓𝐡𝐞 𝐠𝐨𝐨𝐝 𝐧𝐞𝐰𝐬? With the right structure in place, you can create a smooth and intentional transition.
𝐒𝐨 𝐰𝐡𝐞𝐫𝐞 𝐝𝐨 𝐲𝐨𝐮 𝐬𝐭𝐚𝐫𝐭?
Three Foundational steps of a meaningful and effective plan.
📌𝐇𝐚𝐯𝐞 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧. As a financial planner, I am here to listen, understand what truly matters to you, and to bring your financial planning team around your vision. So, your plan reflects not just numbers, but the life and legacy you want to create.
📌𝐏𝐮𝐭 𝐭𝐡𝐞 𝐅𝐮𝐧𝐝𝐚𝐦𝐞𝐧𝐭𝐚𝐥𝐬 𝐢𝐧 𝐩𝐥𝐚𝐜𝐞: Wills, Powers of attorney, and where appropriate, trusts or other planning tools.
📌𝐑𝐞𝐯𝐢𝐬𝐢𝐭 𝐚𝐧𝐝 𝐮𝐩𝐝𝐚𝐭𝐞 𝐲𝐨𝐮𝐫 𝐩𝐥𝐚𝐧 𝐚𝐬 𝐥𝐢𝐟𝐞 𝐞𝐯𝐨𝐥𝐯𝐞𝐬.
Let’s start the conversation today🧭
“𝐈𝐟 𝐲𝐨𝐮 𝐟𝐚𝐢𝐥 𝐭𝐨 𝐩𝐥𝐚𝐧, 𝐲𝐨𝐮𝐫 𝐩𝐥𝐚𝐧 𝐭𝐨 𝐟𝐚𝐢𝐥.”
In wealth planning, that couldn’t be more true. Without a clear plan, families don’t just risk inefficiency, they risk leaving behind, confusion, conflict, and a legacy of legal battles instead of a legacy of love.
The reality is, when transitions fail, it’s rarely about the technical side, it’s about lack of clarity, communication, and preparation.
𝐓𝐡𝐞 𝐠𝐨𝐨𝐝 𝐧𝐞𝐰𝐬? With the right structure in place, you can create a smooth and intentional transition.
𝐒𝐨 𝐰𝐡𝐞𝐫𝐞 𝐝𝐨 𝐲𝐨𝐮 𝐬𝐭𝐚𝐫𝐭?
Three Foundational steps of a meaningful and effective plan.
📌𝐇𝐚𝐯𝐞 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧. As a financial planner, I am here to listen, understand what truly matters to you, and to bring your financial planning team around your vision. So, your plan reflects not just numbers, but the life and legacy you want to create.
📌𝐏𝐮𝐭 𝐭𝐡𝐞 𝐅𝐮𝐧𝐝𝐚𝐦𝐞𝐧𝐭𝐚𝐥𝐬 𝐢𝐧 𝐩𝐥𝐚𝐜𝐞: Wills, Powers of attorney, and where appropriate, trusts or other planning tools.
📌𝐑𝐞𝐯𝐢𝐬𝐢𝐭 𝐚𝐧𝐝 𝐮𝐩𝐝𝐚𝐭𝐞 𝐲𝐨𝐮𝐫 𝐩𝐥𝐚𝐧 𝐚𝐬 𝐥𝐢𝐟𝐞 𝐞𝐯𝐨𝐥𝐯𝐞𝐬.
Let’s start the conversation today🧭
In wealth planning, that couldn’t be more true. Without a clear plan, families don’t just risk inefficiency, they risk leaving behind, confusion, conflict, and a legacy of legal battles instead of a legacy of love.
The reality is, when transitions fail, it’s rarely about the technical side, it’s about lack of clarity, communication, and preparation.
𝐓𝐡𝐞 𝐠𝐨𝐨𝐝 𝐧𝐞𝐰𝐬? With the right structure in place, you can create a smooth and intentional transition.
𝐒𝐨 𝐰𝐡𝐞𝐫𝐞 𝐝𝐨 𝐲𝐨𝐮 𝐬𝐭𝐚𝐫𝐭?
Three Foundational steps of a meaningful and effective plan.
📌𝐇𝐚𝐯𝐞 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧. As a financial planner, I am here to listen, understand what truly matters to you, and to bring your financial planning team around your vision. So, your plan reflects not just numbers, but the life and legacy you want to create.
📌𝐏𝐮𝐭 𝐭𝐡𝐞 𝐅𝐮𝐧𝐝𝐚𝐦𝐞𝐧𝐭𝐚𝐥𝐬 𝐢𝐧 𝐩𝐥𝐚𝐜𝐞: Wills, Powers of attorney, and where appropriate, trusts or other planning tools.
📌𝐑𝐞𝐯𝐢𝐬𝐢𝐭 𝐚𝐧𝐝 𝐮𝐩𝐝𝐚𝐭𝐞 𝐲𝐨𝐮𝐫 𝐩𝐥𝐚𝐧 𝐚𝐬 𝐥𝐢𝐟𝐞 𝐞𝐯𝐨𝐥𝐯𝐞𝐬.
Let’s start the conversation today🧭
𝐋𝐞𝐚𝐫𝐧𝐢𝐧𝐠. 𝐂𝐨𝐧𝐧𝐞𝐜𝐭𝐢𝐧𝐠. 𝐄𝐱𝐩𝐚𝐧𝐝𝐢𝐧𝐠. 𝐂𝐞𝐥𝐞𝐛𝐫𝐚𝐭𝐢𝐧𝐠.
This is the rhythm of growth.
I am grateful to have participated at our recent Sun Life event in Tulum, Mexico, one that reminded me how powerful it is to be in spaces that challenge you, inspire you, and support your growth.
I am deeply thankful to each one of my clients and mentors for being part of my journey. None of this would be possible without your trust and guidance. I am also incredibly grateful to my children, Nataly and Andres my engine, my motivation, and my inspiration.
Moments like these are not just milestones they are learning experiences that expand our vision, strengthen our purpose, and remind us why we do what we do.
𝐎𝐮𝐫 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬 𝐓𝐨𝐝𝐚𝐲 𝐒𝐡𝐚𝐩𝐞 𝐎𝐮𝐫 𝐓𝐨𝐦𝐨𝐫𝐫𝐨𝐰🧭
This is the rhythm of growth.
I am grateful to have participated at our recent Sun Life event in Tulum, Mexico, one that reminded me how powerful it is to be in spaces that challenge you, inspire you, and support your growth.
I am deeply thankful to each one of my clients and mentors for being part of my journey. None of this would be possible without your trust and guidance. I am also incredibly grateful to my children, Nataly and Andres my engine, my motivation, and my inspiration.
Moments like these are not just milestones they are learning experiences that expand our vision, strengthen our purpose, and remind us why we do what we do.
𝐎𝐮𝐫 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬 𝐓𝐨𝐝𝐚𝐲 𝐒𝐡𝐚𝐩𝐞 𝐎𝐮𝐫 𝐓𝐨𝐦𝐨𝐫𝐫𝐨𝐰🧭
𝐋𝐞𝐚𝐫𝐧𝐢𝐧𝐠. 𝐂𝐨𝐧𝐧𝐞𝐜𝐭𝐢𝐧𝐠. 𝐄𝐱𝐩𝐚𝐧𝐝𝐢𝐧𝐠. 𝐂𝐞𝐥𝐞𝐛𝐫𝐚𝐭𝐢𝐧𝐠.
This is the rhythm of growth.
I am grateful to have participated at our recent Sun Life event in Tulum, Mexico, one that reminded me how powerful it is to be in spaces that challenge you, inspire you, and support your growth.
I am deeply thankful to each one of my clients and mentors for being part of my journey. None of this would be possible without your trust and guidance. I am also incredibly grateful to my children, Nataly and Andres my engine, my motivation, and my inspiration.
Moments like these are not just milestones they are learning experiences that expand our vision, strengthen our purpose, and remind us why we do what we do.
𝐎𝐮𝐫 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬 𝐓𝐨𝐝𝐚𝐲 𝐒𝐡𝐚𝐩𝐞 𝐎𝐮𝐫 𝐓𝐨𝐦𝐨𝐫𝐫𝐨𝐰🧭
This is the rhythm of growth.
I am grateful to have participated at our recent Sun Life event in Tulum, Mexico, one that reminded me how powerful it is to be in spaces that challenge you, inspire you, and support your growth.
I am deeply thankful to each one of my clients and mentors for being part of my journey. None of this would be possible without your trust and guidance. I am also incredibly grateful to my children, Nataly and Andres my engine, my motivation, and my inspiration.
Moments like these are not just milestones they are learning experiences that expand our vision, strengthen our purpose, and remind us why we do what we do.
𝐎𝐮𝐫 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬 𝐓𝐨𝐝𝐚𝐲 𝐒𝐡𝐚𝐩𝐞 𝐎𝐮𝐫 𝐓𝐨𝐦𝐨𝐫𝐫𝐨𝐰🧭
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.