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Qopia Financial

Name: Qopia Financial
Address: Calgary, CA
Telephone: +14039105964
Rating: 5

39 reviews

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+14039105964

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229 11 Ave SE Suite 350, Calgary, AB T2G 0Y1, Canada Get Directions

wealth management companies Best Wealth Management Companies in Canada Best Wealth Management Companies in Alberta

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ABOUT Services Excellence Summary

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.

SUMMARY 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.