THINK ABOUT YOUR GOALS
Take Your Financial Plan to New Heights
LET MONEY ADVISORS HELP YOU
Protect What Matters Most
Discover personalized insurance solutions tailored to your needs. Whether it’s protecting your home, vehicle, business, or travel plans, we’ve got you covered. Get personalized coverage for your home, car, business, or travels at competitive rates - Fast, Easy, and Tailored for you!
We’ve got you covered with competitive rates and exceptional service.
Don’t wait—secure peace of mind with a customized quote in just minutes!
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BEST PROFESSIONAL SERVICE
Stop Wasting Time on Poor Investment Planning. 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
LET'S TALK
Book a Seminar with Cathie Orfali
President, Money Advisors Inc.
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.
YEARS
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.
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. Read More...
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. Read more...
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.
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. Read more...
Our travel insurance is provided through our two main carriers: Carrier- Manulife, 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. Read more...
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. Read more...
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.
Interested to know about our 'Travel Coverage'?
At Money Advisors, we make it easier to find the right protection for your travels.
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
Meet Our Professional Team
Cathie Orfali
President
N. Dieugrand
Financial Planning Advisor
Adrian Frei
Financial Services Professional
Erik Gravelle
Financial Services
Marva Brathwaite
Tax Preparer
Laura Orfali
Administrative Assistant
Niyonkuru Lydia
Administrative Assistant
The heart of leadership is putting others ahead of yourself.
John Maxwell
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