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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How retirement is rewiring my brain’s approach to spending
How retirement is rewiring my brain’s approach to spending - by Rob Carrick
A very interesting and honest look at retirement through the lens of someone living It.
Good read.🧭
https://www.theglobeandmail.com/investing/personal-finance/article-retirement-inflation-travel-peer-pressure-spend-save/?utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links
A very interesting and honest look at retirement through the lens of someone living It.
Good read.🧭
https://www.theglobeandmail.com/investing/personal-finance/article-retirement-inflation-travel-peer-pressure-spend-save/?utm_medium=Referrer:+Social+Network+/+Media&utm_campaign=Shared+Web+Article+Links
We had the pleasure of being pampered and indulge by 𝐅𝐚𝐜𝐞𝐨𝐥𝐨𝐠𝐲 a Mobile Facial Spa that comes right to your doorstep to create a one-of-a-kind experience.
It was a wonderful way to slow down, connect and care for our team while creating meaningful, lasting memories. Thank you, 𝐓𝐢𝐧𝐚 𝐆𝐫𝐢𝐟𝐟𝐢𝐧 Founder of Faceology, for bringing such a thoughtful, special, and unique experience to us 🦋
It was a wonderful way to slow down, connect and care for our team while creating meaningful, lasting memories. Thank you, 𝐓𝐢𝐧𝐚 𝐆𝐫𝐢𝐟𝐟𝐢𝐧 Founder of Faceology, for bringing such a thoughtful, special, and unique experience to us 🦋
We had the pleasure of being pampered and indulge by 𝐅𝐚𝐜𝐞𝐨𝐥𝐨𝐠𝐲 a Mobile Facial Spa that comes right to your doorstep to create a one-of-a-kind experience.
It was a wonderful way to slow down, connect and care for our team while creating meaningful, lasting memories. Thank you, 𝐓𝐢𝐧𝐚 𝐆𝐫𝐢𝐟𝐟𝐢𝐧 Founder of Faceology, for bringing such a thoughtful, special, and unique experience to us 🦋
It was a wonderful way to slow down, connect and care for our team while creating meaningful, lasting memories. Thank you, 𝐓𝐢𝐧𝐚 𝐆𝐫𝐢𝐟𝐟𝐢𝐧 Founder of Faceology, for bringing such a thoughtful, special, and unique experience to us 🦋
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.