About

27 years ago, I embarked on a journey to help people achieve financial freedom. Little did I know that on the way I will find my own. Financial freedom is not just the destination, but a journey rooted in creating a sustainable and fulfilling lifestyle.

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

I hold the following credentials:

CERTIFIED FINANCIAL PLANNER® (CFP®)

Certified Executor Advisor (CEA)

I am committed to a journey of continuous learning, growth, and discovery to bring relevant and innovative strategies to 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, exploring new culinary creations in the kitchen.

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

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.