ROCA Financial Solutions Inc.

Languages spoken: English, Spanish

The Right Conversation Today Can Shape Your Tomorrow.

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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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Four common misgivings about therapy, according to a therapist

Four common misgivings about therapy, according to a therapist

I was having a conversation with my friend Kelly Garbe about how I manage stress as a businessperson, and it gave me a chance to pause and reflect. I have learned over the years the hard way that 𝐬𝐞𝐥𝐟-𝐜𝐚𝐫𝐞 and 𝐬𝐞𝐥𝐟 𝐥𝐨𝐯𝐞 𝐚𝐫𝐞 𝐧𝐨𝐭 𝐨𝐧𝐞-𝐭𝐢𝐦𝐞 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬. They are 𝐥𝐢𝐟𝐞𝐥𝐨𝐧𝐠 𝐣𝐨𝐮𝐫𝐧𝐞𝐲𝐬.

I came across this article in The Globe and Mail, and I feel compelled to share it. We are living in a time where open conversations about mental health are possible and necessary.

The article raises some very real questions many of us have asked ourselves. One that struck me deeply was:

“𝐖𝐡𝐚𝐭’𝐬 𝐭𝐡𝐞 𝐩𝐨𝐢𝐧𝐭 𝐨𝐟 𝐭𝐚𝐥𝐤𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭 𝐦𝐲 𝐩𝐫𝐨𝐛𝐥𝐞𝐦𝐬?
𝘖𝘶𝘳 𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘵𝘰 𝘷𝘦𝘳𝘣𝘢𝘭𝘭𝘺 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘤𝘢𝘵𝘦 𝘰𝘶𝘳 𝘯𝘦𝘦𝘥𝘴 𝘢𝘯𝘥 𝘦𝘮𝘰𝘵𝘪𝘰𝘯𝘢𝘭 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘴 𝘪𝘴 𝘰𝘯𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘮𝘰𝘴𝘵 𝘱𝘰𝘸𝘦𝘳𝘧𝘶𝘭 𝘵𝘰𝘰𝘭𝘴 𝘸𝘦 𝘩𝘢𝘷𝘦 𝘢𝘴 𝘩𝘶𝘮𝘢𝘯 𝘣𝘦𝘪𝘯𝘨𝘴. 𝘕𝘢𝘮𝘪𝘯𝘨 𝘰𝘶𝘳 𝘱𝘢𝘪𝘯 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘮𝘢𝘬𝘦 𝘶𝘴 𝘸𝘦𝘢𝘬, 𝘪𝘵 𝘮𝘢𝘬𝘦𝘴 𝘶𝘴 𝘢𝘸𝘢𝘳𝘦.”

I have learned that self-love is a superpower, and that success in anything in life begins there.

Health and Wealth are intertwined.
𝑨 𝒄𝒐𝒏𝒗𝒆𝒓𝒔𝒂𝒕𝒊𝒐𝒏 𝒕𝒐𝒅𝒂𝒚 𝒄𝒂𝒏 𝒔𝒉𝒂𝒑𝒆 𝒚𝒐𝒖𝒓 𝒕𝒐𝒎𝒐𝒓𝒓𝒐𝒘.
Having difficult conversations at the begining, builds trust, prevents conflict, and sets the foundation for both financial success and family harmony.
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Sunlife
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.