About

More than twenty-seven years ago, I embarked on a journey to help people achieve financial freedom. Along the way, I learned that financial freedom is not simply a destination, but is also a journey that is deeply connected to our relationship with money. This understanding has inspired my commitment to help others build sustainable and fulfilling lives.

Financial planning is a collaborative journey and I am committed to partner with you to help navigate the complexities of wealth creation and management, tax-planning strategies and building meaningful legacies for future generations.

I hold the following credentials:

CERTIFIED FINANCIAL PLANNER® (CFP®)

Certified Executor Advisor (CEA)

Chartered Life Underwriter (CLU®)

Master Financial Advisor - Philanthropy (MFA-P™)

I am committed to continuous learning, growth and discovery to bring relevant and innovative strategies that will help ensure Clients, their families and their businesses are prepared to navigate this pivotal moment in history of multi-generational wealth transfer with clarity and confidence.

Beyond my professional life, I am a proud mother of two wonderful grown children. I find joy in staying active year-round, running, hiking, skiing and golfing, as well as nurturing my garden and exploring new culinary creations in the kitchen.

These passions bring balance and inspiration to both my personal and professional journey.

Ines brings over 20 years of experience in Client-facing roles across service-driven and highly regulated environments. Throughout her career, her focus has always been on understanding Client needs and ensuring they feel supported, informed and well cared for.

She is deeply committed to building trusted relationships and delivering a thoughtful, personalized experience by working closely with the advisory team helping Clients navigate the financial journey with clarity, responsiveness and confidence.

Ines brings to the table her strategic thinking, people-first approach and strong organizational skills. She takes pride in ensuring that every Client interaction is handled with professionalism, empathy and attention to detail, always in service of each Client’s financial goals.

Outside of work, she enjoys spending time with her family, traveling, and cooking, which help her maintain balance and perspective.

Kary is ROCA's relationship manager, bringing over 30 years of marketing and event planning expertise to the team. Building on this experience, her primary goal is to foster Client relationships to ensure exceptional customer service and care. As a detailed organizer, she’s here to ensure that our team takes care of Clients in a timely manner, from the initial contact to meeting consultation.

A lifelong student, she recently acquired her mutual fund license so she can assist Clients on their financial journey.

Born and raised in Toronto, she now spends her time around Lake Simcoe. You’ll often find her taking walks by the lake and spending as much time as possible doing activities outside. A travel enthusiast, she has crossed many countries off her bucket list. But as she achieves each adventure, she adds two more to the list.