Putting our clients first since 1979

For more than 30 years, we’ve been empowering clients
by helping them take control of their investment and insurance portfolios.

Paul Orfali President and CEO

Paul Orfali has been a leader in the Financial Services industry since 1979. He prides himself in working to serve his clients provide solid need based advice. He specializes in providing new investment strategies for his clients portfolios by staying informed on market conditions, annual education and researching which companies can provide the best financial solutions for his clients.

Paul offeres his services in French English and Arabic.. He loves his work and serving his clients but taking the time to know and understand his clients before developing each person’s plan.

He has been married for 25 years and has 3 wonderful grown children. Besides spending time with his work and family he loves to volunteer advocating for the poor in Ottawa and abroad.

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