Alex Rocha Certified Financial Planner

Alex Rocha Certified Financial Planner Proudly serving the GTA. Alex is a Certified Financial Planner and has been registered since 2003. and more.

Alex has worked in the financial industry since 1996 in a variety of roles including administrative, as well as sales and management positions. Alex can provide you with financial & retirement planning, education savings, budget counseling & guidance, obtain appropriate insurance, help you with your estate planning….. Alex is Mutual Fund and GIC registered, and is Insurance licensed, in which all

clients have access to life insurance, critical illness insurance, disability insurance, long term care insurance, mortgage insurance and segregated funds. "Mutual funds, GIC's and LSIF's are provided through Monarch Wealth Corporation. Insurance products are sold through different entities and are not the business of Monarch." Specialties:
RESPs, Portfolio Building, Tax Planning, IPPs

04/25/2023

Eventhough CRA employees are striking, Tax Filing deadline is still Monday May 1st. (April 30 is Sunday).

This deadline is especially true if you owe. If you file the final return late and there is a balance owing, the CRA will charge a late filing penalty.

The penalty is 5% of any balance owing, plus 1% of the balance owing for each full month that the return is late, to a maximum of 12 months.

02/28/2023

Official 2023 Community Voting Awards Platform for Mississauga, ON. Where the community votes for their favourites every year.

For students and parents starting postsecondary this September.
08/22/2022

For students and parents starting postsecondary this September.

Planning for tuition payment?
If you intend to apply for OSAP, OUInfo has great information and resources to help you get started, including: An OSAP Aid Estimator and FAQs about OSAP

https://lnkd.in/gWJEChFW

05/04/2022

Join us in helping out our community by donating to the Spring TOILETRIES DRIVE for THE COMPASS FOOD BANK and OUTREACH CENTRE. You can drop off deodorant, shampoo, conditioner, soap, toothpaste, toothbrushes, razors, feminine hygiene and other common toiletries. You can drop off at our office at 94 Lakeshore Rd E, Suite 205, in Port Credit, Mississauga. You can also arrange for a pick up by sending message to us directly.

As teenagers embark on their continued education a mentoring should be utilized. Check it out.
05/03/2022

As teenagers embark on their continued education a mentoring should be utilized. Check it out.

Designed for senior high-school student, or parent who is eager to prepare student for selecting a program and university in Ontario. Join us and be prepared to get inspired by our Career Mentors as they share their journey. from high school to university.

LIVE via Zoom event for high school students and parents to meet with Career Mentors in various disciplines. Health Sciences, Engineering, Social Science. Panel discussion followed by Question and Answer period.

Do you know you can use loyalty points to pay for university?  Put those unused loyalty points to good use to fund tuiti...
03/14/2022

Do you know you can use loyalty points to pay for university? Put those unused loyalty points to good use to fund tuition and/or pay student loans.

Got any spare loyalty points? I’d love some help to pay my tuition/repay my student loans through www.HigherEdPoints.com

As Winter is nearing the end, and before Spring Season, we have the RRSP Season which we are in presently, and then soon...
02/22/2022

As Winter is nearing the end, and before Spring Season, we have the RRSP Season which we are in presently, and then soon after the TAX Season. For many it is a rather short season in which one must contribute to their RRSP and for others (along with Financial Planners) it is time to review, adjust and allocate the investments to their Retirement Plan. Even though the deadline for 2021 RSP contribution is midnight on March 1st 2022, Retirement Planning is an all year round discussion. Let's discuss your Retirement Plan.

Address

94 Lakeshore Road E, Suite 205
Mississauga, ON
L5G1E3

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