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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𝐓𝐡𝐞 𝐄𝐱𝐞𝐜𝐮𝐭𝐨𝐫'𝐬 𝐉𝐨𝐮𝐫𝐧𝐞𝐲 Webinar
𝐎𝐧𝐞 𝐃𝐚𝐲, someone you love may be counting on you to carry out their final wishes.
Would you know where to start?
🧩What You Need to Know Before Your Say Yes.
🧩From Appointment to Estate Settlement
🧩Responsibilities, Risks and Realities.
🧩When and Why to Seek Professional Support.
𝐇𝐨𝐬𝐭𝐞𝐝 𝐁𝐲:
Rossy Bustamante, CFP®️, CEA, CLU®️, MFA-P™️
𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐞𝐫:
Lori Clements, CPA, CA, CFP®️: Director, Tax & Estate Planning
Sun Life Global Investments
When: June 25,2026 • 12:00 p.m. EST
Click here to Register: https://bit.ly/4vqOvDO
Unable to attend but interested in learning more?
Visit my website and book a meeting: https://www.linkedin.com/safety/go/?url=http%3A%2F%2Fwww.rossybustamante.com&urlhash=C-zQ&mt=nf1PcNW9r3nCcmzQpvC6HGQ0YHGhswOKnD1lqtaL5VG6gnNW0Dej4Z3Q6OkKdKGuswjiikOIFe4HhScbwbripiiAww&isSdui=true&lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base%3BSDFHLH6dQTulWGXrYvTtHw%3D%3D
𝐎𝐧𝐞 𝐃𝐚𝐲, someone you love may be counting on you to carry out their final wishes.
Would you know where to start?
🧩What You Need to Know Before Your Say Yes.
🧩From Appointment to Estate Settlement
🧩Responsibilities, Risks and Realities.
🧩When and Why to Seek Professional Support.
𝐇𝐨𝐬𝐭𝐞𝐝 𝐁𝐲:
Rossy Bustamante, CFP®️, CEA, CLU®️, MFA-P™️
𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐞𝐫:
Lori Clements, CPA, CA, CFP®️: Director, Tax & Estate Planning
Sun Life Global Investments
When: June 25,2026 • 12:00 p.m. EST
Click here to Register: https://bit.ly/4vqOvDO
Unable to attend but interested in learning more?
Visit my website and book a meeting: https://www.linkedin.com/safety/go/?url=http%3A%2F%2Fwww.rossybustamante.com&urlhash=C-zQ&mt=nf1PcNW9r3nCcmzQpvC6HGQ0YHGhswOKnD1lqtaL5VG6gnNW0Dej4Z3Q6OkKdKGuswjiikOIFe4HhScbwbripiiAww&isSdui=true&lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base%3BSDFHLH6dQTulWGXrYvTtHw%3D%3D
𝐓𝐡𝐞 𝐄𝐱𝐞𝐜𝐮𝐭𝐨𝐫'𝐬 𝐉𝐨𝐮𝐫𝐧𝐞𝐲 Webinar
𝐎𝐧𝐞 𝐃𝐚𝐲, someone you love may be counting on you to carry out their final wishes.
Would you know where to start?
🧩What You Need to Know Before Your Say Yes.
🧩From Appointment to Estate Settlement
🧩Responsibilities, Risks and Realities.
🧩When and Why to Seek Professional Support.
𝐇𝐨𝐬𝐭𝐞𝐝 𝐁𝐲:
Rossy Bustamante, CFP®️, CEA, CLU®️, MFA-P™️
𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐞𝐫:
Lori Clements, CPA, CA, CFP®️: Director, Tax & Estate Planning
Sun Life Global Investments
When: June 25,2026 • 12:00 p.m. EST
Click here to Register: https://bit.ly/4vqOvDO
Unable to attend but interested in learning more?
Visit my website and book a meeting: https://www.linkedin.com/safety/go/?url=http%3A%2F%2Fwww.rossybustamante.com&urlhash=C-zQ&mt=nf1PcNW9r3nCcmzQpvC6HGQ0YHGhswOKnD1lqtaL5VG6gnNW0Dej4Z3Q6OkKdKGuswjiikOIFe4HhScbwbripiiAww&isSdui=true&lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base%3BSDFHLH6dQTulWGXrYvTtHw%3D%3D
𝐎𝐧𝐞 𝐃𝐚𝐲, someone you love may be counting on you to carry out their final wishes.
Would you know where to start?
🧩What You Need to Know Before Your Say Yes.
🧩From Appointment to Estate Settlement
🧩Responsibilities, Risks and Realities.
🧩When and Why to Seek Professional Support.
𝐇𝐨𝐬𝐭𝐞𝐝 𝐁𝐲:
Rossy Bustamante, CFP®️, CEA, CLU®️, MFA-P™️
𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐞𝐫:
Lori Clements, CPA, CA, CFP®️: Director, Tax & Estate Planning
Sun Life Global Investments
When: June 25,2026 • 12:00 p.m. EST
Click here to Register: https://bit.ly/4vqOvDO
Unable to attend but interested in learning more?
Visit my website and book a meeting: https://www.linkedin.com/safety/go/?url=http%3A%2F%2Fwww.rossybustamante.com&urlhash=C-zQ&mt=nf1PcNW9r3nCcmzQpvC6HGQ0YHGhswOKnD1lqtaL5VG6gnNW0Dej4Z3Q6OkKdKGuswjiikOIFe4HhScbwbripiiAww&isSdui=true&lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base%3BSDFHLH6dQTulWGXrYvTtHw%3D%3D
𝐀𝐬 𝐈 𝐜𝐥𝐢𝐦𝐛𝐞𝐝 𝐭𝐡𝐞𝐬𝐞 𝐬𝐭𝐚𝐢𝐫𝐬, 𝐈 𝐟𝐞𝐥𝐭 𝐞𝐯𝐞𝐫𝐲 𝐰𝐨𝐫𝐝:
“It’s a new day. It’s a new life. I’m feeling good……”
It reminded me that becoming stronger whether physically, emotionally, or financially it happens one step at the time.
Health and Wealth are closely connected. When we invest in ourselves, we create the foundation for a life of confidence, security, and purpose.
We don’t build muscle overnight. We build strength by showing up consistently, one workout at the time, one decision at the time, one step at the time.
𝐓𝐡𝐞 𝐬𝐚𝐦𝐞 𝐢𝐬 𝐭𝐫𝐮𝐞 𝐟𝐨𝐫 𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐞𝐬. One small step today can change your tomorrow.
As a financial planner, I help women build financial confidence, financial strength, and a legacy for tomorrow. 𝐋𝐞𝐭’𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭🧭
“It’s a new day. It’s a new life. I’m feeling good……”
It reminded me that becoming stronger whether physically, emotionally, or financially it happens one step at the time.
Health and Wealth are closely connected. When we invest in ourselves, we create the foundation for a life of confidence, security, and purpose.
We don’t build muscle overnight. We build strength by showing up consistently, one workout at the time, one decision at the time, one step at the time.
𝐓𝐡𝐞 𝐬𝐚𝐦𝐞 𝐢𝐬 𝐭𝐫𝐮𝐞 𝐟𝐨𝐫 𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐞𝐬. One small step today can change your tomorrow.
As a financial planner, I help women build financial confidence, financial strength, and a legacy for tomorrow. 𝐋𝐞𝐭’𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭🧭
Watch video
𝐌𝐨𝐧𝐞𝐲 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬 𝐚𝐫𝐞 𝐫𝐚𝐫𝐞𝐥𝐲 𝐣𝐮𝐬𝐭 𝐚𝐛𝐨𝐮𝐭 𝐦𝐨𝐧𝐞𝐲.
They are about values, priorities, communication, lifestyle, family, retirement and the future you envision together.
𝐅𝐢𝐝𝐞𝐥𝐢𝐭𝐲’𝐬 2026 𝐂𝐨𝐮𝐩𝐥𝐞𝐬 𝐚𝐧𝐝 𝐌𝐨𝐧𝐞𝐲 𝐒𝐭𝐮𝐝𝐲 A valuable resource exploring how couples in long-term committed relationships navigate financial decisions together.
🧭Conversations today Shape your tomorrow. Let's connect.
𝐂𝐥𝐢𝐜𝐤 𝐨𝐧 𝐥𝐢𝐧𝐤 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐫𝐞𝐩𝐨𝐫𝐭.
https://click.fidelityinvestments.com/u/?qs=ABB7InYiOjEsImQiOjQ4ODh9AAQAAAAAAG39eW3dUvxDBP4Fd6qT35MAOBhWmdW1qE7aB6kCQNHfOYKv_65p5Apx3Vqtucy4KJZYgROLxS9_-8R8-_uz3F_aIytWUTRRwAeosg
They are about values, priorities, communication, lifestyle, family, retirement and the future you envision together.
𝐅𝐢𝐝𝐞𝐥𝐢𝐭𝐲’𝐬 2026 𝐂𝐨𝐮𝐩𝐥𝐞𝐬 𝐚𝐧𝐝 𝐌𝐨𝐧𝐞𝐲 𝐒𝐭𝐮𝐝𝐲 A valuable resource exploring how couples in long-term committed relationships navigate financial decisions together.
🧭Conversations today Shape your tomorrow. Let's connect.
𝐂𝐥𝐢𝐜𝐤 𝐨𝐧 𝐥𝐢𝐧𝐤 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐫𝐞𝐩𝐨𝐫𝐭.
https://click.fidelityinvestments.com/u/?qs=ABB7InYiOjEsImQiOjQ4ODh9AAQAAAAAAG39eW3dUvxDBP4Fd6qT35MAOBhWmdW1qE7aB6kCQNHfOYKv_65p5Apx3Vqtucy4KJZYgROLxS9_-8R8-_uz3F_aIytWUTRRwAeosg
𝐌𝐨𝐧𝐞𝐲 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬 𝐚𝐫𝐞 𝐫𝐚𝐫𝐞𝐥𝐲 𝐣𝐮𝐬𝐭 𝐚𝐛𝐨𝐮𝐭 𝐦𝐨𝐧𝐞𝐲.
They are about values, priorities, communication, lifestyle, family, retirement and the future you envision together.
𝐅𝐢𝐝𝐞𝐥𝐢𝐭𝐲’𝐬 2026 𝐂𝐨𝐮𝐩𝐥𝐞𝐬 𝐚𝐧𝐝 𝐌𝐨𝐧𝐞𝐲 𝐒𝐭𝐮𝐝𝐲 A valuable resource exploring how couples in long-term committed relationships navigate financial decisions together.
🧭Conversations today Shape your tomorrow. Let's connect.
𝐂𝐥𝐢𝐜𝐤 𝐨𝐧 𝐥𝐢𝐧𝐤 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐫𝐞𝐩𝐨𝐫𝐭.
https://click.fidelityinvestments.com/u/?qs=ABB7InYiOjEsImQiOjQ4ODh9AAQAAAAAAG39eW3dUvxDBP4Fd6qT35MAOBhWmdW1qE7aB6kCQNHfOYKv_65p5Apx3Vqtucy4KJZYgROLxS9_-8R8-_uz3F_aIytWUTRRwAeosg
They are about values, priorities, communication, lifestyle, family, retirement and the future you envision together.
𝐅𝐢𝐝𝐞𝐥𝐢𝐭𝐲’𝐬 2026 𝐂𝐨𝐮𝐩𝐥𝐞𝐬 𝐚𝐧𝐝 𝐌𝐨𝐧𝐞𝐲 𝐒𝐭𝐮𝐝𝐲 A valuable resource exploring how couples in long-term committed relationships navigate financial decisions together.
🧭Conversations today Shape your tomorrow. Let's connect.
𝐂𝐥𝐢𝐜𝐤 𝐨𝐧 𝐥𝐢𝐧𝐤 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐫𝐞𝐩𝐨𝐫𝐭.
https://click.fidelityinvestments.com/u/?qs=ABB7InYiOjEsImQiOjQ4ODh9AAQAAAAAAG39eW3dUvxDBP4Fd6qT35MAOBhWmdW1qE7aB6kCQNHfOYKv_65p5Apx3Vqtucy4KJZYgROLxS9_-8R8-_uz3F_aIytWUTRRwAeosg
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.