Transparency that Matters, Personalized Advice that Lasts
Customized financial services that help Canadians get ahead.
When Can I Retire?
How Much Life Insurance Do I Need?
How Suitable is My Current Portfolio?
Does my Business Have an Adequate Group Benefits Plan?
The Qopia Advantage
Planning That Works for Your Lifestyle
In volatile times, having visibility into your financial picture helps you plan for bumps along the road. We help you see the whole picture.
01
Portfolio Management
02
Financial Planning
What does your long-term plan look like, and are you prepared for retirement?
03
Insurance & Estate Planning
How well do your insurance and medical benefits protect you and your loved ones?
04
Group Benefits
Benefits packages, health and wellness accounts, groups RSPs, and executive compensation plans.
Financial Planning Leverages Multiple Approaches
A strong financial plan looks at the whole picture, from assets to anticipated retirement needs.
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Tools from the Experts
Financial Tools & Resources
We have created several case studies and tools to help you, as well as a regularly updated blog that explores personal finance, investing, tax planning, insurance, and more.