ROCA Financial Solutions Inc.

Wealth Today - Legacy Tomorrow

Transform Taxes into Wealth, through solid strategic solutions, while making a lasting impact on your family and community.

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ROCA Financial Solutions Inc.

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.

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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.

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.

Looking at retirement

Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.

Affluent and legacy driven

It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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Stay informed

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Complexity to Simplicity— It's not just what I do, It's my purpose in life.

Yesterday, my dear friend @Tracy Smith asked me an interesting question: What do you like that most people don’t? It got me thinking, and I realized one of my greatest strengths is my love for numbers—particularly working with Excel.

I thrive on taking raw data and transforming it into something meaningful and impactful for people. It’s not just about simplifying complexity; it’s about helping you create Wealth today so you can build a Legacy for Tomorrow.

Thanks, Mark Halpern, for the inspiration today—it reminded me why I do what I do.

Curious about how I can help you connect the dots? Let’s start a conversation.

#WealthToday #LegacyTomorrow #Simplicity #FinancialFreedom

The superficial loss rules - Have you tripped the wire?

An investor may inadvertently trip over the complex superficial loss rules. Surprise! This can cause unexpected results.

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I wish you a year filled with purpose, growth, and Joy. May this new chapter bring endless opportunities to create meaningful moments, achieve your goals, build legacies.

Happy New Year!

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Office information

Richmond Hill, ON

Phone:

(905) 773-3777

Email:

roca.financial@sunlife.com

Address:

13270 Yonge St, Unit 101,, Richmond Hill, ON, L4E 2T2 Canada

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