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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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.