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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Happy Mother's Day🌻
Happy Mother's Day🌻
𝐖𝐨𝐦𝐞𝐧 𝐚𝐫𝐞 𝐮𝐧𝐝𝐞𝐫𝐮𝐭𝐢𝐥𝐢𝐳𝐢𝐧𝐠 𝐰𝐨𝐫𝐤𝐩𝐥𝐚𝐜𝐞 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐬𝐚𝐯𝐢𝐧𝐠𝐬 𝐩𝐥𝐚𝐧𝐬 𝐚𝐧𝐝 𝐫𝐞𝐭𝐢𝐫𝐞 𝐰𝐢𝐭𝐡 27% 𝐥𝐞𝐬𝐬 𝐬𝐚𝐯𝐢𝐧𝐠𝐬 𝐭𝐡𝐚𝐧 𝐦𝐞𝐧. (see report from Sun Life below)
“Real Stories. Real Impact” wasn’t just a title, it reflected what we discussed on the panel: the growing role of women in wealth, and the reality that confidence and access haven’t caught up to the opportunity.
𝐇𝐞𝐫𝐞 𝐢𝐬 𝐰𝐡𝐚𝐭 𝐢𝐬 𝐝𝐫𝐢𝐯𝐢𝐧𝐠 𝐭𝐡𝐞 𝐠𝐚𝐩:
📌Women are less likely to maximise employer matching (𝐟𝐫𝐞𝐞 𝐦𝐨𝐧𝐞𝐲 𝐥𝐞𝐟𝐭 𝐛𝐞𝐡𝐢𝐧𝐝)
📌The gap exists at every income level.
📌It’s more pronounced during peak years (35-44)
📌Women often contribute less, even as primary earners.
📌Financial confidence has a bigger impact than knowledge alone.
The shift happens with the right support.
Women who use planning tools and financial advice increase participation from 33% to 75%.
𝐓𝐡𝐚𝐭 𝐢𝐬 𝐭𝐡𝐞 𝐩𝐨𝐰𝐞𝐫 𝐨𝐟 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞, 𝐜𝐨𝐦𝐦𝐮𝐧𝐢𝐭𝐲, 𝐚𝐧𝐝 𝐫𝐞𝐚𝐥 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬.
If you are looking for clarity or not sure where to start, 𝐥𝐞𝐭'𝐬 𝐬𝐭𝐚𝐫𝐭 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧🧭
See article for report from Sun Life on this subject.
If you are looking for clarity or not sure where to start, let’s start the conversation.
https://www.benefitscanada.com/news/bencan/women-lag-men-in-use-of-workplace-retirement-savings-plans-report/
“Real Stories. Real Impact” wasn’t just a title, it reflected what we discussed on the panel: the growing role of women in wealth, and the reality that confidence and access haven’t caught up to the opportunity.
𝐇𝐞𝐫𝐞 𝐢𝐬 𝐰𝐡𝐚𝐭 𝐢𝐬 𝐝𝐫𝐢𝐯𝐢𝐧𝐠 𝐭𝐡𝐞 𝐠𝐚𝐩:
📌Women are less likely to maximise employer matching (𝐟𝐫𝐞𝐞 𝐦𝐨𝐧𝐞𝐲 𝐥𝐞𝐟𝐭 𝐛𝐞𝐡𝐢𝐧𝐝)
📌The gap exists at every income level.
📌It’s more pronounced during peak years (35-44)
📌Women often contribute less, even as primary earners.
📌Financial confidence has a bigger impact than knowledge alone.
The shift happens with the right support.
Women who use planning tools and financial advice increase participation from 33% to 75%.
𝐓𝐡𝐚𝐭 𝐢𝐬 𝐭𝐡𝐞 𝐩𝐨𝐰𝐞𝐫 𝐨𝐟 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞, 𝐜𝐨𝐦𝐦𝐮𝐧𝐢𝐭𝐲, 𝐚𝐧𝐝 𝐫𝐞𝐚𝐥 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬.
If you are looking for clarity or not sure where to start, 𝐥𝐞𝐭'𝐬 𝐬𝐭𝐚𝐫𝐭 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧🧭
See article for report from Sun Life on this subject.
If you are looking for clarity or not sure where to start, let’s start the conversation.
https://www.benefitscanada.com/news/bencan/women-lag-men-in-use-of-workplace-retirement-savings-plans-report/
𝐖𝐨𝐦𝐞𝐧 𝐚𝐫𝐞 𝐮𝐧𝐝𝐞𝐫𝐮𝐭𝐢𝐥𝐢𝐳𝐢𝐧𝐠 𝐰𝐨𝐫𝐤𝐩𝐥𝐚𝐜𝐞 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐬𝐚𝐯𝐢𝐧𝐠𝐬 𝐩𝐥𝐚𝐧𝐬 𝐚𝐧𝐝 𝐫𝐞𝐭𝐢𝐫𝐞 𝐰𝐢𝐭𝐡 27% 𝐥𝐞𝐬𝐬 𝐬𝐚𝐯𝐢𝐧𝐠𝐬 𝐭𝐡𝐚𝐧 𝐦𝐞𝐧. (see report from Sun Life below)
“Real Stories. Real Impact” wasn’t just a title, it reflected what we discussed on the panel: the growing role of women in wealth, and the reality that confidence and access haven’t caught up to the opportunity.
𝐇𝐞𝐫𝐞 𝐢𝐬 𝐰𝐡𝐚𝐭 𝐢𝐬 𝐝𝐫𝐢𝐯𝐢𝐧𝐠 𝐭𝐡𝐞 𝐠𝐚𝐩:
📌Women are less likely to maximise employer matching (𝐟𝐫𝐞𝐞 𝐦𝐨𝐧𝐞𝐲 𝐥𝐞𝐟𝐭 𝐛𝐞𝐡𝐢𝐧𝐝)
📌The gap exists at every income level.
📌It’s more pronounced during peak years (35-44)
📌Women often contribute less, even as primary earners.
📌Financial confidence has a bigger impact than knowledge alone.
The shift happens with the right support.
Women who use planning tools and financial advice increase participation from 33% to 75%.
𝐓𝐡𝐚𝐭 𝐢𝐬 𝐭𝐡𝐞 𝐩𝐨𝐰𝐞𝐫 𝐨𝐟 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞, 𝐜𝐨𝐦𝐦𝐮𝐧𝐢𝐭𝐲, 𝐚𝐧𝐝 𝐫𝐞𝐚𝐥 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬.
If you are looking for clarity or not sure where to start, 𝐥𝐞𝐭'𝐬 𝐬𝐭𝐚𝐫𝐭 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧🧭
See article for report from Sun Life on this subject.
If you are looking for clarity or not sure where to start, let’s start the conversation.
https://www.benefitscanada.com/news/bencan/women-lag-men-in-use-of-workplace-retirement-savings-plans-report/
“Real Stories. Real Impact” wasn’t just a title, it reflected what we discussed on the panel: the growing role of women in wealth, and the reality that confidence and access haven’t caught up to the opportunity.
𝐇𝐞𝐫𝐞 𝐢𝐬 𝐰𝐡𝐚𝐭 𝐢𝐬 𝐝𝐫𝐢𝐯𝐢𝐧𝐠 𝐭𝐡𝐞 𝐠𝐚𝐩:
📌Women are less likely to maximise employer matching (𝐟𝐫𝐞𝐞 𝐦𝐨𝐧𝐞𝐲 𝐥𝐞𝐟𝐭 𝐛𝐞𝐡𝐢𝐧𝐝)
📌The gap exists at every income level.
📌It’s more pronounced during peak years (35-44)
📌Women often contribute less, even as primary earners.
📌Financial confidence has a bigger impact than knowledge alone.
The shift happens with the right support.
Women who use planning tools and financial advice increase participation from 33% to 75%.
𝐓𝐡𝐚𝐭 𝐢𝐬 𝐭𝐡𝐞 𝐩𝐨𝐰𝐞𝐫 𝐨𝐟 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞, 𝐜𝐨𝐦𝐦𝐮𝐧𝐢𝐭𝐲, 𝐚𝐧𝐝 𝐫𝐞𝐚𝐥 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬.
If you are looking for clarity or not sure where to start, 𝐥𝐞𝐭'𝐬 𝐬𝐭𝐚𝐫𝐭 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧🧭
See article for report from Sun Life on this subject.
If you are looking for clarity or not sure where to start, let’s start the conversation.
https://www.benefitscanada.com/news/bencan/women-lag-men-in-use-of-workplace-retirement-savings-plans-report/
𝐓𝐡𝐞𝐫𝐞 𝐢𝐬 𝐚 𝐪𝐮𝐢𝐞𝐭 𝐛𝐮𝐭 𝐩𝐨𝐰𝐞𝐫𝐟𝐮𝐥 𝐬𝐡𝐢𝐟𝐭 𝐡𝐚𝐩𝐩𝐞𝐧𝐢𝐧𝐠….
Over the next two decades, trillions of dollars will move into the hands of women.
This isn’t small.
It’s not increments.
It’s the largest weal transfer in history, and women are at the center of it.
𝐀𝐧𝐝 𝐲𝐞𝐭….
• Many of us were never taught how to manage wealth.
• We were not always included in financial conversations.
• We were not always given the tools to lead financially.
𝐓𝐡𝐚𝐭 𝐢𝐬 𝐰𝐡𝐲 𝐬𝐩𝐚𝐜𝐞𝐬 𝐥𝐢𝐤𝐞 𝐭𝐡𝐢𝐬 𝐦𝐚𝐭𝐭𝐞𝐫.
I am sharing an important moment with my networking group, a table of women entrepreneurs supporting each other, lifting each others business, learning together, and growing together.
A special 𝐭𝐡𝐚𝐧𝐤 𝐲𝐨𝐮 to the one and only @Tracy Smith for keeping our group connected, relevant and empowered. We are enjoying a cup of coffe @My INDIE Coffee in the Aurora Cultural Centre.
Because financial independence does not happen by accident. It happens through education, support, and intentional planning.
𝐖𝐡𝐲 𝐭𝐡𝐢𝐬 𝐦𝐚𝐭𝐭𝐞𝐫𝐬 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐞𝐯𝐞𝐫:
Many women will gain access to wealth through life transitions, inheritance, widowhood, divorce, retirement pensions. If you are not prepared, what should be an opportunity can quickly become overwhelming.
Financial knowledge creates confidence, options, and freedom. You don’t need to have all the answers, but you do need to be in the room, ask questions, and take ownership.
Because the future of wealth is increasingly female. And planning today does not just impact our lives, it shapes generations after us.
𝐈 𝐢𝐧𝐯𝐢𝐭𝐞 𝐲𝐨𝐮 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧.
I can help you get ready. 𝐌𝐨𝐧𝐞𝐲 𝐜𝐥𝐚𝐫𝐢𝐭𝐲 𝐢𝐬 𝐟𝐫𝐞𝐞𝐝𝐨𝐦, do not let anything get in the way.
The conversations you have today, will shape your tomorrow. 𝐋𝐞𝐭’𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭🧭
Over the next two decades, trillions of dollars will move into the hands of women.
This isn’t small.
It’s not increments.
It’s the largest weal transfer in history, and women are at the center of it.
𝐀𝐧𝐝 𝐲𝐞𝐭….
• Many of us were never taught how to manage wealth.
• We were not always included in financial conversations.
• We were not always given the tools to lead financially.
𝐓𝐡𝐚𝐭 𝐢𝐬 𝐰𝐡𝐲 𝐬𝐩𝐚𝐜𝐞𝐬 𝐥𝐢𝐤𝐞 𝐭𝐡𝐢𝐬 𝐦𝐚𝐭𝐭𝐞𝐫.
I am sharing an important moment with my networking group, a table of women entrepreneurs supporting each other, lifting each others business, learning together, and growing together.
A special 𝐭𝐡𝐚𝐧𝐤 𝐲𝐨𝐮 to the one and only @Tracy Smith for keeping our group connected, relevant and empowered. We are enjoying a cup of coffe @My INDIE Coffee in the Aurora Cultural Centre.
Because financial independence does not happen by accident. It happens through education, support, and intentional planning.
𝐖𝐡𝐲 𝐭𝐡𝐢𝐬 𝐦𝐚𝐭𝐭𝐞𝐫𝐬 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐞𝐯𝐞𝐫:
Many women will gain access to wealth through life transitions, inheritance, widowhood, divorce, retirement pensions. If you are not prepared, what should be an opportunity can quickly become overwhelming.
Financial knowledge creates confidence, options, and freedom. You don’t need to have all the answers, but you do need to be in the room, ask questions, and take ownership.
Because the future of wealth is increasingly female. And planning today does not just impact our lives, it shapes generations after us.
𝐈 𝐢𝐧𝐯𝐢𝐭𝐞 𝐲𝐨𝐮 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧.
I can help you get ready. 𝐌𝐨𝐧𝐞𝐲 𝐜𝐥𝐚𝐫𝐢𝐭𝐲 𝐢𝐬 𝐟𝐫𝐞𝐞𝐝𝐨𝐦, do not let anything get in the way.
The conversations you have today, will shape your tomorrow. 𝐋𝐞𝐭’𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭🧭
𝐓𝐡𝐞𝐫𝐞 𝐢𝐬 𝐚 𝐪𝐮𝐢𝐞𝐭 𝐛𝐮𝐭 𝐩𝐨𝐰𝐞𝐫𝐟𝐮𝐥 𝐬𝐡𝐢𝐟𝐭 𝐡𝐚𝐩𝐩𝐞𝐧𝐢𝐧𝐠….
Over the next two decades, trillions of dollars will move into the hands of women.
This isn’t small.
It’s not increments.
It’s the largest weal transfer in history, and women are at the center of it.
𝐀𝐧𝐝 𝐲𝐞𝐭….
• Many of us were never taught how to manage wealth.
• We were not always included in financial conversations.
• We were not always given the tools to lead financially.
𝐓𝐡𝐚𝐭 𝐢𝐬 𝐰𝐡𝐲 𝐬𝐩𝐚𝐜𝐞𝐬 𝐥𝐢𝐤𝐞 𝐭𝐡𝐢𝐬 𝐦𝐚𝐭𝐭𝐞𝐫.
I am sharing an important moment with my networking group, a table of women entrepreneurs supporting each other, lifting each others business, learning together, and growing together.
A special 𝐭𝐡𝐚𝐧𝐤 𝐲𝐨𝐮 to the one and only @Tracy Smith for keeping our group connected, relevant and empowered. We are enjoying a cup of coffe @My INDIE Coffee in the Aurora Cultural Centre.
Because financial independence does not happen by accident. It happens through education, support, and intentional planning.
𝐖𝐡𝐲 𝐭𝐡𝐢𝐬 𝐦𝐚𝐭𝐭𝐞𝐫𝐬 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐞𝐯𝐞𝐫:
Many women will gain access to wealth through life transitions, inheritance, widowhood, divorce, retirement pensions. If you are not prepared, what should be an opportunity can quickly become overwhelming.
Financial knowledge creates confidence, options, and freedom. You don’t need to have all the answers, but you do need to be in the room, ask questions, and take ownership.
Because the future of wealth is increasingly female. And planning today does not just impact our lives, it shapes generations after us.
𝐈 𝐢𝐧𝐯𝐢𝐭𝐞 𝐲𝐨𝐮 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧.
I can help you get ready. 𝐌𝐨𝐧𝐞𝐲 𝐜𝐥𝐚𝐫𝐢𝐭𝐲 𝐢𝐬 𝐟𝐫𝐞𝐞𝐝𝐨𝐦, do not let anything get in the way.
The conversations you have today, will shape your tomorrow. 𝐋𝐞𝐭’𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭🧭
Over the next two decades, trillions of dollars will move into the hands of women.
This isn’t small.
It’s not increments.
It’s the largest weal transfer in history, and women are at the center of it.
𝐀𝐧𝐝 𝐲𝐞𝐭….
• Many of us were never taught how to manage wealth.
• We were not always included in financial conversations.
• We were not always given the tools to lead financially.
𝐓𝐡𝐚𝐭 𝐢𝐬 𝐰𝐡𝐲 𝐬𝐩𝐚𝐜𝐞𝐬 𝐥𝐢𝐤𝐞 𝐭𝐡𝐢𝐬 𝐦𝐚𝐭𝐭𝐞𝐫.
I am sharing an important moment with my networking group, a table of women entrepreneurs supporting each other, lifting each others business, learning together, and growing together.
A special 𝐭𝐡𝐚𝐧𝐤 𝐲𝐨𝐮 to the one and only @Tracy Smith for keeping our group connected, relevant and empowered. We are enjoying a cup of coffe @My INDIE Coffee in the Aurora Cultural Centre.
Because financial independence does not happen by accident. It happens through education, support, and intentional planning.
𝐖𝐡𝐲 𝐭𝐡𝐢𝐬 𝐦𝐚𝐭𝐭𝐞𝐫𝐬 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐞𝐯𝐞𝐫:
Many women will gain access to wealth through life transitions, inheritance, widowhood, divorce, retirement pensions. If you are not prepared, what should be an opportunity can quickly become overwhelming.
Financial knowledge creates confidence, options, and freedom. You don’t need to have all the answers, but you do need to be in the room, ask questions, and take ownership.
Because the future of wealth is increasingly female. And planning today does not just impact our lives, it shapes generations after us.
𝐈 𝐢𝐧𝐯𝐢𝐭𝐞 𝐲𝐨𝐮 𝐭𝐨 𝐬𝐭𝐚𝐫𝐭 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧.
I can help you get ready. 𝐌𝐨𝐧𝐞𝐲 𝐜𝐥𝐚𝐫𝐢𝐭𝐲 𝐢𝐬 𝐟𝐫𝐞𝐞𝐝𝐨𝐦, do not let anything get in the way.
The conversations you have today, will shape your tomorrow. 𝐋𝐞𝐭’𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭🧭
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.