About

26 years ago, I embarked into the journey of helping people find financial freedom. Little did I know that on the way, I will find my own freedom. I am a firm believer that financial freedom is a journey, by creating a sustainable lifestyle. I partner with professionals and entrepreneurs to build and maintain their wealth. Financial planning is a collaborative journey, and I am committed to partner with you to navigate the complexities of wealth creation, management and preservation.

I hold the following credentials:

CERTIFIED FINANCIAL PLANNER® (CFP®),

Certified Executor Advisor (CEA),

I am committed to a journey of continuous growth and discovery to bring relevant and innovative strategies to my clients.

Beyond numbers and portfolios, I am an entrepreneur, mother of two wonderful kids, all grown up now. I love running and hiking trails year-round. Golf enthusiast. Enjoy skiing. My favorite activity is immersing in my kitchen and exploring new dishes. I am an avid gardener and Love writing.

Awards and memberships are based on insurance business only.

I Have spent the last 15 years of my life helping Clients from all walks of life build the foundations of their financial plans. Whether you have an idea or don’t know where to start, I am passionate about helping you find the way to financial independence.

I want Clients to succeed and I know how to put my skills to work for you. It is my privilege to assist professionals, families, entrepreneurs, and the innovators of the GTA in this way.

When I am not working, I savour every moment of my life. I enjoy movement whether through hiking, music, dancing, or travel. I love exploring places around the world where I can experience new adventures. I am a foodie and love experiencing the unique foods each country has to offer. To recharge my soul, I slow down and spend time with family and friends. I also find it helpful to enjoy nature, a good book and a glass of wine.

Liliana is ROCA’s Wealth Operations Manager, bringing 10 years of experience to the team. Her focus is to provide a great service experience by managing the wealth operations at a Client service level. Her knowledge and experience equip her with the familiarity to navigate the different investment products, regulatory processes, and technical understanding of the industry.

Her experience as an elite athlete representing her country's national Water Polo team taught her the value of leadership, hard work, and teamwork. She is passionate about learning and understanding how things work. Her belief in the value of self development drives her to continuously improve her skills to deliver service excellence.

Liliana is a soccer enthusiast and spends much of her spare time playing soccer with her husband and kids. She also volunteers as a swim coach at their school. She nurtures her cultural background by cooking delicious Colombian dishes.

Kary is ROCA's Marketing Operations 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 obtained an HR Management Certification in 2018. 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.