Investments
The Qopia Difference
Qopia Financial, powered by iAPW, has tailored a proprietary investment strategy that focuses on a CORE portfolio of diversified investments along with a TACTICAL allocation model focused on outperforming within its risk tolerance and investment objective.
The CORE of the portfolio encompasses a global approach within its investment mandate to mitigate risk and aim for top-tier, risk-adjusted returns. The TACTICAL allocation works to take advantage of market deficiencies and/or favourable conditions within sectors and industries, looking for outperformance on an annual basis.
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Core Investments
40% Public Equity
Incorporating publicly traded investments.
25% Public Debt
A mix of corporate and government bonds.
5% Private Debt
Debt opportunities are not available on the public market.
5% Private Real Estate
Utilizing inflation-protected assets for growth.
5% Liquid Alternative Investments
Smart cash-flow generating investments.
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Tactical Investments
Smart investments that capitalize on market conditions.
Tactical Investments
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Disclaimer: portfolio allocations are based on your risk tolerance and financial plan. The portfolio examples shown are examples of how yours may be structured.
About Qopia Investing
Professional Oversight Driven by a Committee
Our Qopia Portfolios are continuously reviewed and vigorously tested. The individual holdings can vary between active and passive strategies. Many of our holdings contain third-party investment strategies and due diligence processes. Our competitive advantage comes from utilizing our team of Portfolio Managers, Investment Advisors, and our in-house financial analysts to have visible oversight above and beyond the third-party’s process.
Our financial analysts work to review every position within the portfolio on an ongoing basis while comparing our third-party held positions with their largest competitors. Our committee of Portfolio Managers and Investment Advisors meet monthly with our analysts and discuss market headwinds, gaps in the marketplace, and improving sector specific holdings to create risk-adjusted opportunities within our portfolios.
This process creates several layers of supervision to help with risk management and having conviction and discipline in our long-term strategy for our clients.
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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.
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iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.
