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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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!

As the Year comes to a close, I want to take a moment to express my heartfelt gratitude for your trust and partnership throughout 2024. It has been a truly wonderful year, and much of that is thanks to incredible clients, networking partners and business collaborators like you.
This holiday season, I hope you find time to relax, celebrate and enjoy meaningful moments with your loved ones.

Happy Holidays from our Team at ROCA✨

Inheritance planning: When equal and fair aren’t the same thing

Inheritance Planning: When equal and fair arent the same thing - an interesting article on the importance of planning your legacy.

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.

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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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