About Qopia Financial

Co-Founder & Financial Planner, Qopia Financial

Co-Founder & Financial Planner, Qopia Financial

Senior Financial Planner of Qopia Financial / Investment Advisor of Aligned Capital Partners Inc.

Consultant, Qopia Financial

Analyst, Qopia Financial

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.

Client Success Specialist, Qopia Financial

I launched my career in financial services in 2007, and have continued to hone my skills since then. One of my career highlights is that I am part of the iA Private Wealth BACTM Group! This dynamic team of experienced administrators meets to brainstorm and share ideas on enhancing our operations and applications—it’s a collaborative atmosphere that inspires us all to strive for excellence.

Outside of work, I’m an avid reader and a passionate gardener, always tending to the plants at home and in the office.

I am driven by a commitment to provide outstanding service to our clients, overseeing financial operations, and continuously improving our organizational efficiency. Every day presents a new opportunity to make a positive impact!

Financial Planner, Qopia Financial

Born and raised in a small town in Saskatchewan has taught me the value of hard work and helping others. I moved to Calgary in 1999 to pursue opportunities in the financial sector and have spent the past 7+ years in the financial planning industry. My diverse background allows to me connect with my clients and relate to them on a personal level. It also helps me to be able to provide tailored financial advice based on my clients unique situation and ensures they reach their goals. I have completed my CSC®, PFP®, QAFP® and most recently, my CFP®. Education is very important to me and I look forward to continuing to enhance my financial knowledge.

I have been married for over 20 years to my wife Rocio and we have 2 beautiful daughters together Mariana and Isabella. When not working, we enjoy travelling to Mexico and exploring the off-beaten paths of my wife’s home country. We have a dog Ollie who is a Maltese and a very important part of our family.

Client Success Specialist, Qopia Financial

I am a communications major with a passion for helping people succeed, and I’m excited to bring that enthusiasm to my role, where I can make a positive impact every day. I believe that the heart of good business is about building genuine relationships and really understanding what people need. In my role, I focus on supporting the team and ensuring everything runs smoothly for clients, helping them feel confident and clear when making financial decisions.

It’s incredibly rewarding knowing that my work is making a real difference in people’s lives, whether it’s helping them meet their financial goals or offering the support they need along the way. I love being part of a team that’s all about empowering clients to take control of their financial futures.

Outside of work, I love bouldering, spending time with family and friends, or playing with my sweet little dog, Aloe. These moments help me stay grounded and appreciate the simple joys in life!

Life Insurance Advisor, Qopia Financial

Since 1998, I have helped many families achieve their goals and live their desired lifestyles by developing financial plans, designing and implementing personalized investment portfolios. Working as an independent advisor has allowed me to provide unbiased advice and ensure clients receive service and results that justify the costs they pay.

I graduated from Electrical Engineering in 1979 at the age of 20 from the University of Calgary. It was also the beginning of my interest in investments and investing. In 1998, with the encouragement of a friend, I changed careers to pursue my interests in investments and helping people, applying my analytical and problem-solving skills.

My family, including grandchildren are all very active, we regularly mountain bike, ski and snowboard. I have been involved with volunteering and non-profit organizations since high school – this includes instructing mountain biking and skiing.

Senior Financial Consultant

I believe in common sense investment strategies for my clients. I am committed to building their financial future with honesty, integrity, and sincerity, along with providing the best of service.

I moved from a small town in Saskatchewan at the age of 18 and in 1976, trained as a service engineer in Pau, France.  I have worked in many capacities in the Arctic, Northern Africa, Greece, London (UK), and Calgary, all before I was 27 years of age.  I had an innate drive to work for myself and help people ever since I can remember. My business career started in 1979 when my wife and I relocated to Lethbridge and purchased a business. The business grew to include three additional enterprises. After we sold the business in 1998, I was head hunted by a financial securities company to become an Advisor. For the next twenty-four years, my small business experience greatly influenced my capacity as an Advisor. I have helped create wealth and security for several hundred clients and their families.  I remain committed to personalized attention to my client’s individual circumstances.                                

Life Insurance & Group Benefits Advisor, Qopia Financial

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.

Financial Consultant

Branch Administrator of Qopia Investments of Aligned Capital Partners Inc.

With several years of administrative experience, I have developed strong skills in all aspects of supporting a team and delivering excellent customer service. Whether it be a colleague looking for assistance to complete a task in a pinch, or a client calling with a question about their account, my passion lies in helping others and I’m always willing to lend a helping hand. I have an affinity for the arts, and in my spare time, you’ll often find me painting or crocheting. I also have two cats, Nessie and Monster, whom I adore.

Life Insurance Advisor, Qopia Financial

Life Insurance Advisor, Qopia Financial

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.

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.  

Wealth Advisor of Qopia Financial

Chris Williams is a beacon of purposeful and authentic leadership, with a dynamic presence. His career trajectory includes leading a robust tech sales force in Alberta, making strategic moves in private equity, and doubling firm EBITDA in the energy sector. He now applies his extensive business acumen to financial advisement, assisting discerning professionals and business owners in aligning their finances with their aspirations.

A graduate of the University of Waterloo, with a unique Speech Communication degree, Chris is adept at transforming complex financial scenarios into clear, actionable plans. His method is highly personalized and collaborative, ensuring financial strategies are intimately connected to his clients’ life stories.

Chris’s fiduciary responsibility signifies a transparent, competitively priced, and efficient practice. He focuses on Tax Minimization, Estate Planning, and ensuring Growth, Protection, and Sustainability in wealth management.

His personal life reflects his enthusiasm for golf, hockey, and treasured moments with his wife Amanda, their daughters Aurora and Angelina, and the family dog, Moose. As a volunteer Director for a Federal Political Party, he is deeply involved in his community and country.

Chris values your consideration and is ready to discuss optimizing your financial future. He also invites you to witness his financial acumen on display (a younger Chris) in the competitive arena of CBC’s “Dragon’s Den.”

See also: Chris on Dragon’s Den

Branch Administrator of Qopia Investments of Aligned Capital Partners Inc.

Financial Planner of Qopia Financial /Wealth Advisor of Qopia Investments of Aligned Capital Partners Inc.

I grew up in Mississauga, Ontario and have had a fascination with the world of investments and personal finance since a young age. I graduated with honours (Bachelor of Commerce, finance/entrepreneurship) from the University of Ottawa and currently working towards my Certified Financial Planner (CFP) designation, the gold standard in the financial planning industry. My area of expertise includes building holistic, easy to understand financial plans that are personalized to each individual or family. The goal: to provide my clients with peace of mind.

Having previously worked at Canada’s largest wealth management firm servicing high net-worth individuals and families, I’m hungry to use my experience and passion to educate even more Canadians. Along with financial planning, I support my clients with investment management, estate planning including life insurance & more.

I moved to Canmore in 2022 and plan to call it home going forward. Outside of work, I’m always taking advantage of the mountains to ski & hike, love playing hockey, and consider myself a lifelong learner, devouring books whenever I have downtime.

If you’re looking to take control of your financial future, I would welcome the opportunity to speak with you to understand how I can help you achieve financial security.

Life Insurance & Group Benefits Advisor

Branch Manager & Life Insurance Advisor, Qopia Financial

Since the beginning of my career, I have always been passionate about building and managing client relationships, helping my organization succeed, and creating structure and process within a company. My educational background in human resources, recruitment, client service and office management help contribute to the overall growth and success of Qopia Financial.

When am I not busy helping clients, I enjoy trying new restaurants in the city with my husband and watching my daughter develop her own unique personality.

I look forward to contributing to the success of my team members and helping our clients achieve their financial goals.

Consultant, Qopia Financial

I have put myself in the position of advising clients on financing their future through successful management of funds they have to invest. Years of experience through many business cycles, growth of the industry, significant changes of information flow and the technology boom have provided me with the tools to continue to manage my client’s goal.

My path has taken me from farming, mining, logging, manufacturing, and oil field to public administration before I returned to the University of Calgary. A finance Degree moved me successfully within my securities and financial planning career.

I take great pleasure in the social and sporting activities in which I continue to participate.

I take the most pride in the fact that both my Daughter and Son are successful in their career within the financial arena.

Life Insurance Advisor, Qopia Financial

My journey in finance began in the heart of Southern Alberta, where I grew up as a small-town boy with big dreams. From an early age, I developed a love for helping better people’s lives, and this passion has been the driving force behind my career in financial planning.

One of my greatest strengths is my genuine enthusiasm for building relationships. I believe trust and communication are the cornerstones of any successful financial partnership. I’m here to understand your aspirations, concerns, and unique financial goals.

Outside of the financial world, I’m a devoted family man and a proud dad of five amazing children. My weekends are often spent at the lake, creating cherished memories with my loved ones. I understand the importance of family and the role finances play in supporting the lifestyle you desire. I’m not just here to grow your wealth; I’m here to help you make your own lifestyle dreams come true, whether it’s securing your children’s education, planning for retirement, or simply enjoying life to the fullest.

Client Success Specialist, Qopia Financial

Born in England and raised in Trinidad, Connor’s passion for REAL football mirrors his approach to finance: strategic, focused, and goal-oriented. He holds a Bachelor of Management and Economics degree, enhancing his proficiency in computer programming. Connor’s dedication to personal growth is evident in his constant pursuit of knowledge. Family is central to Connor’s life; growing up with two brothers instilled values of loyalty, trust, and support, which continue to shape his financial journey.

Life Insurance Advisor, Qopia Financial

When I’m not busy helping clients. I enjoy being at home, cooking a new recipe while watching a great movie. It’s easy to get bogged down with work, that’s why it’s so important to carve out time for yourself and your loved ones to reenergize youself.

If you are ready learn how to protect yourself and the people you care about, I would welcome the opportunity to speak with you. We can work together so you can take control of your financial security.

Group Benefits Advisor, Qopia Financial

Born and raised in the small town of Fort Macleod I am passionate about where I come from and the value of being a part of my community. I grew up in a family business and understand the impact it can bring to both the community and the owners family.  With over eight years in the financial industry, I am driven to helping individuals and businesses navigate their financial futures. As a dedicated professional, I specialize in insurance solutions, and designing health and dental plans tailored to the unique needs of companies and their employees.

Beyond my work, I’m a husband and father of three, and I love spending time outdoors. Whether it’s hiking, biking, golfing, or simply enjoying nature, I believe in balancing life and work to the fullest.

I take pride in building strong relationships with my clients and ensuring they have the best financial strategies in place. Let’s work together to create a plan that fits your needs.

Branch Administrator