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.
Stay informed
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RRSP vs TFSA: The Ultimate Guide | Wealthsimple
RRSP vs TFSA: The Ultimate Guide
A great article, you will find an anwer to all the questions below:
📌The difference between an RRSP and a TFSA
📌When should you contribute to an RRSP vs TFSA
📌What should you hold in a TFSA versus an RRSP
📌RRSP or TFSA based on personal circumstances
📌Moving TFSA Savings to an RRSP
A Convesation Today Can Shape your Tomorrow🧭
https://www.wealthsimple.com/en-ca/learn/rrsp-vs-tfsa
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
A great article, you will find an anwer to all the questions below:
📌The difference between an RRSP and a TFSA
📌When should you contribute to an RRSP vs TFSA
📌What should you hold in a TFSA versus an RRSP
📌RRSP or TFSA based on personal circumstances
📌Moving TFSA Savings to an RRSP
A Convesation Today Can Shape your Tomorrow🧭
https://www.wealthsimple.com/en-ca/learn/rrsp-vs-tfsa
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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.