THINK ABOUT YOUR GOALS

Take Your Financial Plan to New Heights

LET MONEY ADVISORS HELP YOU

Money Advisors Inc.

235 Montreal Rd. Suite 100. Ottawa, ON

K1L 6C7. (613) 695-7526

BEST PROFESSIONAL SERVICE

Stop Wasting Time on Poor Investment Planning

We provide a world class service to clients who need financial. estate and tax planning.

THINK ABOUT YOUR GOALS

LET'S TALK

Book a Seminar with Cathie Orfali

President, Money Advisors Inc.

WHAT WE OFFER

We help you Manage your Finances and Tax Savings

We provide a world class service to clients who need financial. estate and tax planning.

THINK ABOUT YOUR GOALS

OUR COMPANY STRENGTHS

Benefit from over 100 years of combined experience in Financial Services

Let us help you create a legacy of good stewardship through solid financial planning that will empower you, those that follow you and future generations.

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WHY CHOOSE US

We're a Full Service Finances Planning Office

Unless you know what your financial goals are, you can't determine how much to save and where to invest to reach the goals on time by taking minimum risk. Think about your goals and call for a meeting! Think about your goals. No matter what, we help you stay on track with your savings goals. We provide you the best financial advice for saving money.

Retirement and Estate Planning

We assist in the estate clearance process and consult with loved ones as part of our services to our clients. We use the proper financial tools to build your wealth. Knowing what you will need to have financial security and independence. Considering what you want your legacy to be which will define your life purpose and what you want financially.

Financial Planning and Wealth Management

We take the time to know you, your goals and dreams for yourselves, your families and your business. Once we get to know you, we work to design a plan using financial tools that best suit your needs. Our strategies are based on security, flexibility, diversification, performance — and

most importantly — how they add value to you.

Important Financial Tools

RRSP (Registered Retirement Savings Plan), RRIF (Registered Retirement Income Fund), LIF (Life Income Fund), TFSA (Tax-Free Savings Account), RESP (Registered Education Savings Plan), RDSP (Registered Disability Savings Plan), Critical Illness and Life Insurance, Disability Insurance, Business Insurance and Leveraged Investing.

Business Insurance

We assess your needs to help you protect your growth and help insure your company’s survival through business insurance. Businesses buy insurance to protect their tangible assets such as buildings. We need to consider the importance of protecting our partners and key people in

our organizations. Proper business planning ensures peace of mind.

Tax Insurance

Our travel insurance is provided through our two main carriers: GMS (Group Medical Services) and TuGo Travel Insurance. Whether you are looking for travel insurance for your next vacation, visitors to Canada or the SuperVisa. With adventure comes the possibility of health emergencies, missed flights, lost luggage and potential thousands in hospital bills.

Tax Planning and Tax Preparation

As you work hard to earn your money, we work hard to make sure your financial plan is tax-efficient. Every successful financial plan requires a detailed look at the tax implications of your decisions. We work with you and guide you so that your investments are tax-efficient and show you how insurance and trust strategies can benefit you.

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MONEY ADVISORS INC.

Our Mission

Our mission is to use our knowledge and expertise to have a meaningful financial impact on our clients, your families, businesses and communities. We want to help you create a legacy of good stewardship through solid financial planning that will empower you, those that follow you and future generations.

WE ARE MONEY ADVISORS

Take Your Financial Plan to New Heights!

Benefit from over 100 years of combined experience in Financial Services.​

Think about your goals and call for a meeting!

EXPERT PROFESSIONAL SERVICE

Our Professional Team

Cathie Orfali

President

Kyle Wilson

Financial Security Advisor

N. Dieugrand

Financial Planning Advisor

Adrian Frei

Financial Services Professional

Erik Gravelle

Financial Services

Marva Brathwaite

Mortgage Agent


Laura Orfali

Administrative Assistant

Niyonkuru Lydia

Administrative Assistant

The heart of leadership is putting others ahead of yourself.

John Maxwell

PRIVACY POLICY | CONFLICT OF INTEREST

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