RRSPs, RRIFs, TFSAs, RESPs  Solutions

RRSPs, RRIFs, TFSAs, RESPs Solutions

RRSPs, RRIFs, TFSAs, RESPs Solutions

Are my investments appropriate for my goals and risk tolerance?
Mortgage & Refinancing Services

Mortgage & Refinancing Services

Mortgage & Refinancing Services

Is purchasing real estate a smart first step to growing my wealth?
Investment & Retirement Planning

Investment & Retirement Planning

Investment & Retirement Planning

What goals do I want to fulfill when I’m no longer working full time?
Life & Health Insurance Planning

Life & Health Insurance Planning

Life & Health Insurance Planning

How can changes in my family situation, assets or debt impact my life insurance needs?
Employee Benefits, Health & Dental

Employee Benefits, Health & Dental

Employee Benefits, Health & Dental

Are you and your employees getting the right value for your premium dollars?

We are an independent, full-service, multidisciplinary firm

Learn More

MORTGAGE SERVICES

Mortgages are the largest single financial transaction in most people’s lives. Buying a home or investment property can be a stressful and time consuming experience, although nowadays the financing of a mortgage is a case of finding and selecting the most suitable deal, rather than simply accepting a lender’s offer. Our goal is to make your home buying process simple. Simple to understand, simple to complete your home purchase.

Build your assets using a mortgage plan
Learn More

Mortgage Origination Through
TMG THE MORTGAGE GROUP

WHO WE ARE

Orca Pacific Alliance is a holistic financial planning firm developed by a team of skilled and experienced financial professionals with the common goal of making high-level, independent financial solutions available to everyone! Our team of specialists work directly with clients to find, analyze and implement the best strategies available in today’s complex financial marketplace. We have established relationships with Canada wide distribution partners in order to bring those options directly to clients along with the safety, security and industry protection they need.

INVESTMENT PLANNING

Whether your intention is to save regularly for a specific purpose or to grow the money you have already accumulated, structured savings and investment advice will help you achieve your goals. Retirement can seem a lifetime away especially when you’re young. It now seems more and more likely that we will have to rely on ourselves to provide the income we will need rather than our government, so it makes sense to start saving early.

Grow your wealth using investment solutions
Learn More

Mutual Funds Provided Through
FUNDEX INVESTMENTS INC.

WHAT WE DO

The team of experts at Orca Pacific Alliance specialize in mortgage services, investment and insurance planning and are able to access solutions for clients from the top providers in Canada. We use our independent status to analyze the vast amount of options available in the financial industry and provide the best course of action for each client specific situation. We recognize the difficulty of navigating through all the choices available and use our experience to save our clients time and stress while increasing value and reducing costs for their financial requirements.

INSURANCE PLANNING

Without adequate protection against death or illness, financial planning for families and businesses is flawed. Protecting a business or family against the financial consequences of unexpected events is a major priority in financial planning. Life is never as predictable as we might like. The unexpected can easily threaten our financial security. Using cost effective insurance coverage can often mitigate these problems when they arise.

Protect your family & assets with insurance
Learn More

Life & Health Insurance Brokerage Through
HUB FINANCIAL INC.

HOW CAN WE HELP

Orca Pacific Alliance advisors help clients with all their financial needs including budgeting, mortgage financing, debt consolidation, investment, retirement planning and insurance services to protect their families and businesses from unexpected risks. By working with a team of trusted independent experts instead of a sales representative, clients receive an appropriate, unbiased and complete financial plan that takes all of these issues into account and provides a proper balance between them, allowing for a more secure financial future for you, and your family.

Return to Top ▲Return to Top ▲