Join Our Team
Why Qopia?
In the advisory service industry, the common theme through any investment dealer is “eat what you kill”.
This industry is very much Silo driven – meaning, each advisor works for themselves and rarely, if any, collaboration is done within the office or dealer that you work with. This can lead to limited growth and resources for the advisor, as well as a missing sense of belonging.
Qopia Financial has over 75 years of combined financial expertise, along with relationship to accounting, estate, and insurance planning. This allows transitioning advisors to lean on their colleagues and fully integrate their clients’ finances with one firm.
Along with our Investment Committee and internal services, advisors can be as autonomous or utilize the in-house services for clients as they please.
We are excited to connect and grow our business together.
Key benefits of Joining Qopia Financial:
Join a team-based model
Work with advisors, analysts, and support staff dedicated to helping you grow your book of business.
Full autonomy of how you manage your clients.
Through and complete ownership of your book of business.
Ongoing Support
Ongoing support available to better service your clients through each specialized team (Insurance, Estate and Law, Accounting, Group Benefits).
Partnered with a Nationally Recognized Custodian
Managing over $200 billion dollars in assets under management.
Internal IT and Advisor Services
Internal IT and Advisor Services providing advisors with an effective cyber-security solution as well as allowing the advisor to address client inquiries in timely manner.
Cutting-edge electronic onboarding technology with a dedicated Transition Specialist.
Each advisor is assigned to a transition specialist to help streamline the transition process as well as having a fully digital service. This helps in transitioning clients faster and without error (missing data or signatures).
Contact
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.
