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Qopia Financial photo
Qopia Financial photo
Qopia Financial photo
Qopia Financial photo
Qopia Financial photo

Qopia Financial

5.0 39 reviews
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Address: 229 11 Ave SE Suite 350, Calgary, AB T2G 0Y1, Canada Get Directions
Wealth Management Companies Best Wealth Management Companies in CA Best Wealth Management Companies in AB

Services & pricing

Average price range
ServiceDetailsPrice
Life Insurance Term Life Insurance $20 - $50 Call to Book
Whole Life Insurance $50 - $100 Call to Book
Universal Life Insurance $30 - $70 Call to Book
Investment Services RRSP Management $100 - $200 Call to Book
RESP Management $80 - $150 Call to Book
Portfolio Management $200 - $500 Call to Book
Disability Insurance Short-term Disability Insurance $30 - $60 Call to Book
Long-term Disability Insurance $50 - $100 Call to Book
Business Overhead Expense Insurance $40 - $80 Call to Book
Critical Illness Insurance Standalone Critical Illness Policy $40 - $70 Call to Book
Included in Life Insurance $25 - $50 Call to Book
Family Critical Illness Insurance $60 - $120 Call to Book
Estate Planning Wills Creation $100 - $300 Call to Book
Trust Setup $400 - $800 Call to Book
Power of Attorney Services $50 - $150 Call to Book

What people love

From reviews
Knowledgeable professionals(7) Client-focused approach(4) Timely service(3) Great advice(3) Professional demeanor(3) Comprehensive services(3) Diligent follow-up(2) Stress-free investment management(2) Tailored financial plans(2) Clear communication(2)

About this business

Founded in Calgary in 2016, Qopia Financial has over 75+ years of combined financial experience. Qopia Financial is a financial planning agency that specializes in Wealth Management, Complex Financial Planning, and Estate Planning. Qopia (kope@), Financial was created to be a complete financial services center. Qopia, from Cornucopia, the symbol of abundance and nourishment. Our Name has 5 letters, which stand for the 5 services we provide (financial, mortgage, accounting, and general insurance). QLineEdit is highlighted because it stands for our client, representing their unique requirements. Our team of professionals can assist you with your most essential financial decisions.

Reviews Summary

The overall client feedback for KL Advisory and the team's approach, particularly Ben and Arif, with managing investments and insurance is overwhelmingly positive. Present customers commend their professionalism and attention to detail. Clients point out that Arif and Ben are knowledgeable, attentive, and patient. And their personalized support is comforting, making them reliable and trusted guides in financial issues. Numerous customers say that Arif's exclusion-free guidance is particularly beneficial. Lastly, past clients consider the team's superb communication as their best asset. Their patience, time, and advice on difficult choices are highlighted as well.

Location & directions

Calgary, Alberta
Qopia Financial
Wealth Management Companies
Address
229 11 Ave SE Suite 350, Calgary, AB T2G 0Y1, Canada
Hours
Closed Now
Get Directions
Qopia Financial Reviews · 5.0 average
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