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
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
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.
Stay informed
See more articles
𝐅𝐨𝐫 𝐭𝐡𝐞 𝐜𝐮𝐫𝐢𝐨𝐮𝐬 𝐦𝐢𝐧𝐝: A snapshot of global wealth per person. Canada included.
𝐅𝐨𝐫 𝐭𝐡𝐞 𝐜𝐮𝐫𝐢𝐨𝐮𝐬 𝐦𝐢𝐧𝐝: A snapshot of global wealth per person. Canada included.
Financial Markets: When Fear and Greed Take Over
𝐖𝐡𝐞𝐧 𝐅𝐞𝐚𝐫 𝐚𝐧𝐝 𝐆𝐫𝐞𝐞𝐝 𝐓𝐚𝐤𝐞 𝐎𝐯𝐞𝐫
This is a fascinating read on how emotions can hijack our decision-making during times of market volitility. Its part of a powerful series on 𝐁𝐞𝐡𝐚𝐯𝐢𝐨𝐮𝐫𝐚𝐥 𝐅𝐢𝐧𝐚𝐧𝐜𝐞, which I'll be sharing more of in the coming weeks.
Worth the read, especially if you've ever wondered why you react the way you do when it comes to investing.
"𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬:
📌Letting emotions govern investment behavior often leads to irrational decision-making that can cost you dearly.
📌It's usually best to ignore the trend at the moment—whether bullish or bearish—and stick to a long-term plan based on sound fundamentals.
📌It's also critical to understand how risk-sensitive you are and to set your asset allocations accordingly when fear and greed grip the market."
𝐈𝐭 𝐢𝐭 𝐫𝐞𝐬𝐨𝐧𝐚𝐭𝐞𝐬 𝐰𝐢𝐭𝐡 𝐲𝐨𝐮. 𝐋𝐞𝐭'𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭. 𝐈 𝐜𝐚𝐧 𝐡𝐞𝐥𝐩 𝐦𝐚𝐤𝐞 𝐲𝐨𝐮𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐰𝐢𝐭𝐡 𝐜𝐥𝐚𝐫𝐢𝐭𝐲, 𝐧𝐨𝐭 𝐟𝐞𝐚𝐫.
https://www.investopedia.com/articles/01/030701.asp#:~:text=just%20two%20emotions%3A-,fear%20and%20greed.,-Although%20this%20is
This is a fascinating read on how emotions can hijack our decision-making during times of market volitility. Its part of a powerful series on 𝐁𝐞𝐡𝐚𝐯𝐢𝐨𝐮𝐫𝐚𝐥 𝐅𝐢𝐧𝐚𝐧𝐜𝐞, which I'll be sharing more of in the coming weeks.
Worth the read, especially if you've ever wondered why you react the way you do when it comes to investing.
"𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬:
📌Letting emotions govern investment behavior often leads to irrational decision-making that can cost you dearly.
📌It's usually best to ignore the trend at the moment—whether bullish or bearish—and stick to a long-term plan based on sound fundamentals.
📌It's also critical to understand how risk-sensitive you are and to set your asset allocations accordingly when fear and greed grip the market."
𝐈𝐭 𝐢𝐭 𝐫𝐞𝐬𝐨𝐧𝐚𝐭𝐞𝐬 𝐰𝐢𝐭𝐡 𝐲𝐨𝐮. 𝐋𝐞𝐭'𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭. 𝐈 𝐜𝐚𝐧 𝐡𝐞𝐥𝐩 𝐦𝐚𝐤𝐞 𝐲𝐨𝐮𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐰𝐢𝐭𝐡 𝐜𝐥𝐚𝐫𝐢𝐭𝐲, 𝐧𝐨𝐭 𝐟𝐞𝐚𝐫.
https://www.investopedia.com/articles/01/030701.asp#:~:text=just%20two%20emotions%3A-,fear%20and%20greed.,-Although%20this%20is
The world has evolved, economies shifts constantly, industries transform and Innovation moves faster than ever.
Has your portfolio has kept up?
Has your portfolio has kept up?
Watch video
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.