Qopia Financial
Hours:
Closed Now
Monday 8:30 AM - 4:30 PM
Tuesday 8:30 AM - 4:30 PM
Wednesday 8:30 AM - 4:30 PM
Thursday 8:30 AM - 4:30 PM
Friday 8:30 AM - 4:30 PM
Saturday Closed
Sunday Closed
Tuesday 8:30 AM - 4:30 PM
Wednesday 8:30 AM - 4:30 PM
Thursday 8:30 AM - 4:30 PM
Friday 8:30 AM - 4:30 PM
Saturday Closed
Sunday Closed
Address: 229 11 Ave SE Suite 350, Calgary, AB T2G 0Y1, Canada Get Directions
Services & pricing
Average price rangeWhat people love
From reviewsAbout 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.
Frequently asked questions
7 questionsWhat do Qopia Financial clients say about the work?
Clients frequently praise Arif and Ben for their professionalism, clear communication, and dedication to client needs. Many reviewers highlight their thoroughness in financial planning and the stress relief they provide in managing investments, making them trusted advisors.
Does Qopia Financial offer life insurance services in Calgary?
Yes, they provide various life insurance options, including Term Life Insurance, Whole Life Insurance, and Universal Life Insurance. Their team is noted for their personable approach and thorough explanations during the process.
Can I get help with estate planning at Qopia Financial?
Absolutely, they offer estate planning services, including Wills Creation, Trust Setup, and Power of Attorney Services. Clients appreciate their comprehensive approach in addressing unique financial needs.
How does Qopia Financial assist with investment services?
They provide Investment Services such as RRSP Management, RESP Management, and Portfolio Management. Reviewers commend their expertise and the personalized strategies they create for clients' financial goals.
What types of disability insurance does Qopia Financial offer?
They offer Short-term Disability Insurance, Long-term Disability Insurance, and Business Overhead Expense Insurance. Clients have noted the team's diligence in ensuring they understand their options.
Does Qopia Financial provide critical illness insurance?
Yes, they offer Standalone Critical Illness Policies, options included in Life Insurance, and Family Critical Illness Insurance. Their knowledgeable team helps clients navigate these important decisions.
Where is Qopia Financial located?
229 11 Ave SE Suite 350, Calgary, AB T2G 0Y1, Canada
Location & directions
Calgary, AlbertaQopia Financial
Wealth Management Companies
Address
229 11 Ave SE Suite 350, Calgary, AB T2G 0Y1, Canada
Hours
Closed Now
Qopia Financial Reviews · 5.0 average
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