Alex Rocha Certified Financial Planner

at 2829 Sherwood Heights Drive, Oakville, L6J 7R7 Canada

Proudly serving the greater GTA. Canfin Financial Group


Alex Rocha Certified Financial Planner
2829 Sherwood Heights Drive
Oakville , ON L6J 7R7
Canada
Contact Phone
P: 905.829.0094 ext. 506
Website
www.alexrocha.canfin.com

Description

Alex has worked in the financial industry since 1996 in a variety of roles including adminstrative, as well as sales and management positions. Alex is a Certified Financial Planner and has carried his appropriate licences since 2003. Alex can provide you with financial & retirement planning, education savings, budget counseling & guidance, obtain appropriate insurance, help you with your estate planning….. and more. Alex joined Canfin Financial Group in November 2005. Alex is Mutual Fund Licenced, in which clients have access to all Fund Companies, GICs, and Labour Sponsored Funds. In addition, Alex is Insurance licenced, in which all clients have access to life insurance, critical illness insurance, disability insurance, long term care insurance, mortgage insurance and segregated funds. Specialties: RESPs, Portfolio Building, Tax Planning, IPPs

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