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
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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.
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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Let's take a moment to celebrate the men who help build not just businesses, but strong families and communities, with their love, strength and quiet resilience.
Happy Fathers Day.💙
Happy Fathers Day.💙
Let's take a moment to celebrate the men who help build not just businesses, but strong families and communities, with their love, strength and quiet resilience.
Happy Fathers Day.💙
Happy Fathers Day.💙
Mortgage-free retirement? Not so for 29% of soon-to-be retirees - National | Globalnews.ca
“This generation is far more likely to have carried mortgage balances that would have been unimaginable to their parents or grandparents,” said Phil Soper, CEO of Royal LePage.
“Our research confirms they are also much more likely to have provided financial assistance to their children to assist in their home ownership dreams,”
“Downsizing in retirement is far from a given. For many homeowners, the decision to stay put or move to a smaller property is influenced by a combination of economic realities, lifestyle needs, and personal attachments,”
As I read this article, I am reminded how essential is to 𝐩𝐥𝐚𝐧 𝐢𝐧𝐭𝐞𝐧𝐭𝐢𝐨𝐧𝐚𝐥𝐥𝐲 𝐟𝐨𝐫 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭, no matter where you are in your journey. What's clear is this: there is no𝐨𝐧𝐞-𝐬𝐢𝐳𝐞-𝐟𝐢𝐭𝐬-𝐚𝐥𝐥 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡. But with proper planning and the right guidance, you can design a retirement strategy that supports your values, lifestyle, and long-term peace of mind; even in you are still carrying a mortgage.
Take a moment to read this article and reflect: what does your ideal retirement look like, and are you on track to get there?
𝐋𝐞𝐭'𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 so we can find the right course of action tailored to your goals, mortgage or not.
Have a great day☀️
“Our research confirms they are also much more likely to have provided financial assistance to their children to assist in their home ownership dreams,”
“Downsizing in retirement is far from a given. For many homeowners, the decision to stay put or move to a smaller property is influenced by a combination of economic realities, lifestyle needs, and personal attachments,”
As I read this article, I am reminded how essential is to 𝐩𝐥𝐚𝐧 𝐢𝐧𝐭𝐞𝐧𝐭𝐢𝐨𝐧𝐚𝐥𝐥𝐲 𝐟𝐨𝐫 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭, no matter where you are in your journey. What's clear is this: there is no𝐨𝐧𝐞-𝐬𝐢𝐳𝐞-𝐟𝐢𝐭𝐬-𝐚𝐥𝐥 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡. But with proper planning and the right guidance, you can design a retirement strategy that supports your values, lifestyle, and long-term peace of mind; even in you are still carrying a mortgage.
Take a moment to read this article and reflect: what does your ideal retirement look like, and are you on track to get there?
𝐋𝐞𝐭'𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 so we can find the right course of action tailored to your goals, mortgage or not.
Have a great day☀️
58% of Ontario workers say retirement planning includes considering physical, mental health: survey
Retirement is not Just About Money.
More than half (58 per cent) of Ontario employees say retirement planning includes thinking about physical and mental well-being. It's a remainder that financial planning is only one part of the equation.
To Truly thrive in your next chapter, you need a strong 𝐒𝐨𝐜𝐢𝐚𝐥 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨, one that keeps you active, connected and inspired to maintain a healthy lifestyle.
This article highlights what people are thinking about when planning for retirement.
Where are you in your journey? How are you planning your Social Portfolio?
𝐈 𝐰𝐨𝐮𝐥𝐝 𝐥𝐨𝐯𝐞 𝐭𝐨 𝐡𝐞𝐚𝐫 𝐲𝐨𝐮𝐫 𝐭𝐡𝐨𝐮𝐠𝐡𝐭𝐬.
More than half (58 per cent) of Ontario employees say retirement planning includes thinking about physical and mental well-being. It's a remainder that financial planning is only one part of the equation.
To Truly thrive in your next chapter, you need a strong 𝐒𝐨𝐜𝐢𝐚𝐥 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨, one that keeps you active, connected and inspired to maintain a healthy lifestyle.
This article highlights what people are thinking about when planning for retirement.
Where are you in your journey? How are you planning your Social Portfolio?
𝐈 𝐰𝐨𝐮𝐥𝐝 𝐥𝐨𝐯𝐞 𝐭𝐨 𝐡𝐞𝐚𝐫 𝐲𝐨𝐮𝐫 𝐭𝐡𝐨𝐮𝐠𝐡𝐭𝐬.
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.