In 2001, Rocco began his career in the industry as a Financial Advisor at one of Canada’s largest financial institutions. The experienced he gained allowed him to transition into wealth management in 2007 with a holistic planning approach.
Now, backed by more than 24 years of experience, Rocco remains committed to helping individuals, families, and business owners achieve financial clarity and long-term success. As a Certified Financial Planner (CFP), he provides comprehensive, objective advice tailored to each client’s unique goals, circumstances, and values.
Rocco and his team believe in building client relationships built on trust, transparency, and a deep understanding of financial markets and planning strategies. He and his team work closely with clients to develop personalized wealth management plans that evolve with them over time—to prepare for retirement, manage risk, optimize investments, or create a legacy.
Away from the office, Rocco enjoys spending quality time with his wife and their two children. He also enjoys the outdoors, golf and hockey. He believes in supporting his community, and has been a long time volunteer for the Richmond Hill Minor Hockey Association.
