Cathie Orfalie, president, Money Advisors at 235 Montreal Rd.

Cathie Orfali recalls how she got into the “money business”

“As a teenager I loved to work and was very disciplined at saving money – two key ingredients if you want to succeed. By the age of 19 I was able to purchase my first home. I felt this overwhelming sense of accomplishment and it fueled my desire to help other people succeed and accomplish meaningful goals. Three decades later, I am still focused on working on my financial plan and my new goals, but also helping others with their (plans and goals).

Another reason is that I see money as being either the cause of so much good in people’s lives, but if we look around us we can see that money can change people for the worst. I want to help people connect with what is really meaningful to them and how money will be an important part of that – whether it is buying a home for their family or saving for a child’s education or giving money to charities that people love.”

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