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07. Personas
Superseded on Oct 7, 2026
Persona 1: Olivia Roy- Client
Olivia is a marketing manager who's recently bought a new home with her partner.
Persona 2: Daniel Smith - Client
Daniel is a master student who has never worked with a financial advisor but his goal is to save money.
Persona 3: Sophi Tremblay - Financial Advisor
Sophi is a young independent financial advisor with ~ 25 active clients who's trying to mange her work by herself without an assistant.
Persona 4: Michel Gagnon - Financial Advisor
Michel is a senior financial advisor working in TD Bank with more than 30 years of experience.
Personas updated as features of Orbit changed based on Stakeholder request
Persona 1: Olivia Roy- Client
Olivia is a marketing manager who's recently bought a new home with her partner.
Persona 2: Daniel Smith - Client
Daniel is a master student who has never worked with a financial advisor but his goal is to save money.
Persona 3: Sophi Tremblay - Financial Advisor
Sophi is a young independent financial advisor with ~ 25 active clients who's trying to mange her work by herself without an assistant.
Persona 4: Michel Gagnon - Financial Advisor
Michel is a senior financial advisor working in TD Bank with more than 30 years of experience.
