ROCA Financial Solutions Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

ROCA Financial Solutions Inc.

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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Let's work together - One strategy at the time.

We partner with Professionals and Entrepreneurs to create sustainable financial solutions one strategy at the time all the way to retirement and beyond.

Our dedicated team at ROCA is committed to help Clients build financial blueprints by bringing innovative strategies and solutions to your ever-changing needs. Whether you are navigating major life milestones, planning for retirement, or seeking to optimize investments, risk management or wealth preservation, we are here as your partners in financial well-being.

What sets us apart is our unwavering dedication to transparency, trust, and collaboration. We value long-term relationships that encourage open and honest communication. They have been the cornerstone of our foundation of success.

We work side by side with you to simplify the complexity of our financial landscapes into clear, actionable insights.

Let’s explore the possibilities of working together.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

Looking at retirement

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

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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Yesterday, I was invited to attend a powerful Truth and Reconciliation event at the Catholic Community Services of York Region (CCSYR). It was a moving experience that deepened my understanding of our shared history and the importance of healing and respect for indigenous communities. Let's continue the conversation and commit to meaningful actions for reconciliation. Thank you Magda for allowing me to be part of this wonderful event.
#TruthAndReconciliation #Unity #IndigenousVoices

It was a great honor to have participated yesterday as a panelist at "Empowering Women in Wealth" along with wonderful women: Oricia Smith, President of SLGI Management Inc. & SVP Investment Solutions Sun Life; Taryl Kramp, Regional Vice President -Toronto Sun Life; and fellow Advisor Brittany Toth.
It was inspiring to discuss strategies for empowering women in the wealth business. The insights shared and connections made were truly motivating. Together, we can break barriers and create opportunities. Let's continue to support each other on this journey! #WomenInWealth#EmpoweringWomen

Women and investing: Key findings and opportunities

Empower yourself with easy-to-understand resources and learn more about the financial industry.

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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