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Qopia Financial

39 reviews

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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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Service	Sub Service	Average Price Range (USD)
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

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.