your legacy
together.













I’m available to you 7 days a week.
I’ll keep you updated annually and bi-annually.
We can do your application offline or online.
I’m partnered with some of the Best Rated Life Insurance Companies in Canada.

I’m available to you 7 days a week.
I’ll keep you updated annually and bi-annually.
We can do your application offline or online.
I’m partnered with some of the Best Rated Life Insurance Companies in Canada.
Your Financial Future Starts With Clarity
I know what it feels like to start over.
As an immigrant to Canada, a mom of two, and a breadwinner myself, I understand the pressure that comes with building a life from the ground up. There are bills to manage, families to protect, dreams to pursue—and often, the difficult question of whether you’re doing enough to secure your future.
That personal experience is what led me to become a Qualified Associate Financial Planner (QAFP®) and Independent Insurance Broker, with over six years of experience helping breadwinners find clarity, confidence, and practical financial solutions.
I believe no one should have to navigate their financial future alone—or feel overwhelmed by numbers, financial jargon, or uncertainty.
My role is to help you step back, see the bigger picture, and understand what truly matters to you.
Together, we look at where you are today, where you want to go, and what needs to happen to get there. Whether it’s protecting your family, preparing for the unexpected, building wealth, planning for retirement, or simply getting your finances organized, I help turn complicated financial decisions into simple, practical steps you can actually take.
Because financial planning isn't just about numbers.
It’s about people. It’s about your family, your hard work, your dreams, and the life you’re building.
You’ve worked hard to create the life you have today. My job is to help you protect and grow it—while making sure you can enjoy today and prepare confidently for tomorrow.
I believe financial planning should be simple, honest, personal, and focused on you—your unique situation, your needs, and your goals.
If you’re a breadwinner trying to balance today’s responsibilities with tomorrow’s dreams, you don’t need to have everything figured out.
You just need a place to start.
And I’m here to help you find that starting point, one step at a time.
We are committed to the highest standard, in terms of client confidentiality.
Please be assured that I will never sell or distribute the personal information you provide.
We are committed to the highest standard, in terms of client confidentiality. Please be assured that I will never sell or distribute the personal information you provide.
© 2026 Julie Orpilla, QAFP® All rights reserved.