About Qopia Financial
Behind the Name
Qopia (kōpēə) Financial was created with a goal to create a holistic financial services office. Qopia (derived from the word Cornucopia) symbolizes plenty, abundance, and nourishment.
The 5 letters in Qopia represent our 5 business services (financial services, mortgage services, estate law, accounting, and general insurance) that work together within our office. The letter “i” in Qopia is highlighted as it represents our client and their own unique needs. Let our team of professionals support you through your most important financial life priorities.
What Makes Qopia Great?
A Team With a Skillset as Diverse as Canada is
Founded in Calgary in 2016, Qopia Financial brings together more than 75+ combined years of financial expertise.
Our diverse team leverages unique skill sets, empowering us to deploy smart solutions that benefit from our internal expertise.
Who is Qopia Financial?
We’re proud of our team and the culture we have built.
Group Benefit Team
Every year I help dozens of families with their financial planning needs. I’d love an opportunity to help you with yours.
Since 2012, I have been helping Canadian families with their financial planning needs, with solutions ranging from personal and corporate life insurance and living benefits to estate preservation tools. As a registered investment advisor with Aligned Capital Partners Inc., I am able to provide investment strategies that are tailored to each individual’s needs. I have earned the distinguished Chartered Life Underwriter (CLU), Canada’s premier wealth transfer and estate planning designation as well as the Certified Financial Planner (CFP) designation which is the gold standard in the financial planning industry.
I help the disengaged investor reach their financial goals by taking the guesswork out of their investment strategy and bringing clarity to their financial plan. Let me build a personalized plan and help you reach financial independence.
From the beginning of my career, my biggest goal has been making sure clients feel like they have been given unbiased, expert advice. In an industry with very little transparency between the advisor and the client, not to mention the low barriers of entry, it is imperative for clients to have justified service for the costs they pay.
I am sure you are here not because you want to know about me, but to learn how I can help you achieve what you want.
I provide advice and recommendations to people seeking more than the status quo. To grow, protect their wealth, experience fulfilling lives and realize their bucket list.
I research, study, ask questions and turn solutions upside down, shake and pull them apart so I can see the benefits and weaknesses from all angles and conditions so you do not have to. A thorough understanding gives me the ability to provide the best solution for your situation.
Having worked in the financial service industry for over 40 years, my expertise includes offering tax strategies and preparation, life, disability and employee benefits alongside RRSP, pension and non-RRSP investment planning. Having been dual licensed since 1985 has allowed me to provide further alternative investment options for my clientele. Throughout my career, I have been a member of ADVOCIS, the premier national association for professional financial advisors. As an engaged member of the Calgary chapter, I am a strong advocate for continuing education in all areas of financial, investment and estate planning for all practitioners.
I obtained my Economics Degree from the University of Calgary and have over 10 years of experience as an investment and lending advisor with one of the Big 5 banks in Canada. In 2018, I obtained the Chartered Financial Analyst (CFA®) designation, the premiere investment analysis distinction in the financial services industry. My academic knowledge, along with my experience and insights into the banking system and capital markets help make sure I put my clients savings to work and have them financially prepared to meet all of life’s goals and milestones. I am passionate about making sure my clients receive the industry’s best in financial advice and attention.
In my spare time I enjoy performing martial arts as well as skiing, making music, and soaking up new experiences with friends and family.
I love what I do and care for the people I help. I believe in choices and the cliché one-size-fits-all fits no one. My specialty revolves around helping business owners with both their group benefit needs and business succession plans through insurance products. Our team at KL Advisory Group provides coverage that’s completely customized for your unique needs, whether the concern is for yourself, your family, or your business.
We are committed to providing you with professional advice and personalized service. Whether you are purchasing your first home, starting a small business or the CEO of a large company, our team has the knowledge and expertise to provide you piece of mind.
I help individuals, families, and businesses like yours make well informed financial decisions that align with your present and future objectives.
I have an educational background in Mechanical Engineering and 15 years of Financial Planning experience while working in personal and commercial banking for some of the largest banks in Canada. I help small and medium sized business owners, and their families, make well informed financial decisions and implement strategies that will benefit both their business and family interests. Through insurance, investments, and advisory strategies I help see more clearly what initially is complex. I am proud to be part of a team of professionals that are genuine, client focused and dedicated to providing expert advice in order to help you achieve your desired results.
I provide honest, professional Mortgage & Life Insurance advice to my clients with a focus on creating long-term wealth.
I hold a joint Bachelor of Commerce (Finance) and Bachelor of Arts (Economics) degree from the University of Calgary. I have worked for TD Waterhouse, UBS, and as an instructor at the University of Calgary. Relying on my teaching experience, I strive to educate clients on the best options for their financial needs. With over 15 years of business experience, clients have come to appreciate my kindness, sincerity, and expert advice.
Life Insurance Advisor
Since 2016, I have been assisting Albertans in insuring their most valuable assets as well as helping to mitigate risk where possible. I am a full-service insurance advisor specializing in term and whole life, critical illness and disability insurance. My education at Mount Royal University in Marketing and Small Business Entrepreneurship along with being a key member of KL Advisory Group has provided me the tools to understand my clients needs and provide them with valuable solutions that protect them and their families.
When I am not in the office, I enjoy spending time on the golf course. I consider myself a celebrity chef to my wife Trena and son Max and I am a die-hard Calgary Flames, LA Rams and Boston Red Sox fan.
Matt Donnelly, CIM
Financial Planner of Qopia Financial / Investment Advisor of Aligned Capital Partners Inc.
I grew up in a small town south of Ottawa, called Metcalfe, ON and graduated from the University of Ottawa in 2012. My love for sports is a major reason why I place so much importance on performance and this includes performing for clients. Those closest to me would describe me as straightforward, but also generous, driven, and dynamic. As a coach, teammate, and partner of my clients, I want to see that everyone wins.
Since 2017, I have been working as a Financial Advisor and have always had a natural affinity for business and investments. In early 2021, I completed my Chartered Investment Management (CIM) ®designation, which has helped me select and recommend the highest quality investments for my clients. My goal is to provide the most competitive, transparent, and cost-effective Estate Planning and Investment Management service in Canada, which focuses on Tax minimization, Growth and Protection.
I don’t do it alone. At Qopia, I have a team of dedicated administrative staff, in-house analysts, insurance specialists, lawyers, accountants as well other Financial Advisors with whom I can consult. I pride myself on striving to deliver the industry’s top service for my clients.
Branch Administrator of Qopia Financial and Aligned Capital Partners Inc.
I cannot say enough about Arif and Ben’s professional demeanor, how they put their clients best interest at the forefront and their unwavering patience for helping clients come up the financial investment learning curve. In an extremely short period, both Arif and Ben have become our trusted advisors and I look forward to working with them for many decades.
My only regret is not moving to Arif and Ben sooner. Amazing service and thoughtful guidance. They treat my investments as if they were their own and I'd recommend them to anyone who wants a "one stop shop" where everything from investments, insurance, legal matters, lending matters are taken care of using a holistic, well though out, common sense approach.
.. I am absolutely thrilled to have been connected with Ben and Arif.. Between the two of them, their knowledge of financial strategies and planning for the future is very impressive. Like-minded and so easy to speak with, I feel extremely confident in following their advice when it comes to managing money and planning ahead. I wish I had crossed paths with them many years ago but they have helped me a lot and I look forward to many, many more years working with them!
I had a great experience working with Arif. Would highly recommend for your life insurance needs!
Arif and staff have been superb handling my insurance needs.
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.