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 Investment 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
Investments
There is no such thing as one-size-fits-all investing. How does your portfolio align with your goals?

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.
The Qopia Difference
Our Expertise,
Your Financial Plan
The asset list of today is more diverse than ever. From bitcoin to diversified ETFs, our plans leverage the financial instruments most appropriate for your goals.
%
Core Investments
Public Equity
Private Debt
Public Debt
Private Real Estate
Liquid Alternative Investments
Tactical Investments
%
%
%
Tactical Investments
Smart investments tailored to market conditions
"
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.