Who We Serve

At Orrion Investment Solutions, we provide financial expertise and customized solutions for clients across all stages of growth. Our team is dedicated to empowering individuals, businesses, and institutions with the tools they need to make confident, informed financial decisions.

We proudly serve:

• Individuals & Families
  Helping clients build, manage, and protect their wealth through personalized financial planning, investment strategies, and retirement solutions.

• Small & Medium Businesses
  Supporting business owners with financial planning, tax strategy, cash flow management, and access to tailored financing options to drive sustainable growth.

• High-Net-Worth Individuals
  Delivering sophisticated wealth management, estate planning, and tax optimization services with a focus on long-term legacy and asset protection.

• Corporations & Institutions
  Partnering with large enterprises to deliver corporate finance advisory, risk management, capital structuring, and strategic investment services.

• Lending (Business Loan, Line of Credit)

  • Term Loans: A lump sum repaid over time with interest. Common for major purchases or expansion.

  • Lines of Credit: Flexible access to funds up to a set limit. Ideal for managing cash flow.

  • Equipment Financing: Used to purchase machinery or equipment. The equipment itself often serves as collateral.

  • Commercial Mortgages: For purchasing or refinancing commercial real estate.

  • Invoice Financing (Factoring): Businesses get cash by selling unpaid invoices to a lender.

  • Government-Backed Loans (e.g., Canada Small Business Financing Program – CSBFP): Lower-risk loans backed partially by the federal government to encourage lending to small businesses.

  Whether you’re building your financial future or managing complex portfolios, we offer the expertise and insights to help you succeed.