THINK ABOUT YOUR GOALS

Take Your Financial Plan to New Heights

LET MONEY ADVISORS HELP YOU

BEST PROFESSIONAL SERVICE

Stop Wasting Time on Poor Investment Planning

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.

LET'S TALK

Book a Seminar with Cathie Orfali

President, Money Advisors Inc.

Cathie Orfali

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.

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Take the advantage

We'll Help You Grow Your Wealth

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 and performance — and most importantly — how they add value to you.

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PROPER ESTATE PLANNING

We Put Your House Financing In Order

The main pillars of successful retirement and estate planning are based on 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. We assist in the estate clearance process and consult with your loved ones as part of our services to clients.

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Take the advantage

We'll Help You Grow Your Wealth

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 will work with you and guide you so that your investments are tax-efficient and show you how insurance and trust strategies can benefit you.

OUR COMPANY STRENGTHS

Benefit from over 100 years of combined experience in Financial Sevices

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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YEARS

WHY CHOOSE US

We're a Full Service Financial 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.

Travel 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.

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.

Money Advisors

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WE ARE MONEY ADVISORS

Take Your Financial Plan to New Heights!

Think about your goals and call for a meeting!

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

Cathie Orfali, President Money Advisors Inc.

EXPERT PROFESSIONAL SERVICE

Our Professional Team

Meet our highly experienced Estate, Retirement and Financial Planning Team members. Our team has years of experience in retirement and estate planning. We use the proper financial tools to build wealth and preserve it.

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

Money Advisors Inc.

235 Montreal Rd. Suite 100
Ottawa, ON
K1L 6C7
(613) 695-7526

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Money Advisors Inc.

235 Montreal Rd. Suite 100
Ottawa, ON
K1L 6C7
(613) 695-7526

Useful Links

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