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Disability Insurance for Incorporated Professionals: What Referring Advisors Need to Know

Disability Insurance for Incorporated Professionals: What Referring Advisors Need to Know

by Jesse Reimer | Oct 26, 2026 | Qopia Insurance

Incorporation can change how professionals earn, retain and draw income. It can also lead to a mismatch between what they think is “protected” income and what the insurance company deems as income. This mismatch is important to CPAs, medical association...
The Insured Annuity Strategy: How to Generate Tax-Efficient Retirement Income in Canada

The Insured Annuity Strategy: How to Generate Tax-Efficient Retirement Income in Canada

by Jesse Reimer | Aug 25, 2026 | Qopia Insurance

Many retirees reach a point where their investment capital has done its job. It’s grown, it’s stable, and it isn’t needed to cover daily expenses. The challenge is what to do with it next. For a lot of people, that capital ends up parked in GICs or...
The Policy Review: Why Your Old Life Insurance May No Longer Fit Your Life

The Policy Review: Why Your Old Life Insurance May No Longer Fit Your Life

by Jesse Reimer | May 14, 2026 | Qopia Insurance

Think about who you were when you first bought life insurance. Maybe you were newly employed, renting an apartment, or simply checking a box someone told you to check. That policy made sense for that version of your life. But life has a way of quietly outpacing the...
Beyond the Mortgage Balance: Helping Clients Cover Their Full Family Liability

Beyond the Mortgage Balance: Helping Clients Cover Their Full Family Liability

by Jesse Reimer | Apr 22, 2026 | Qopia Insurance

Picture this: a client just got the keys to their new home. They’re excited, relieved, and feeling financially responsible. With their lenders, they checked ‘yes’ for mortgage insurance. They feel covered. But here’s the question worth asking:...
Corporate-Owned Life Insurance: A Tax-Efficient Strategy for Business Owners

Corporate-Owned Life Insurance: A Tax-Efficient Strategy for Business Owners

by Jesse Reimer | Mar 5, 2026 | Qopia Insurance

As a Canadian business owner, you’ve worked hard to build something meaningful, and your corporation holds financial opportunities that most people never fully explore. One of the most powerful is corporate-owned life insurance (COLI): a strategy that puts your...
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Recent Posts

  • Monthly Market Review October 2026
  • Disability Insurance for Incorporated Professionals: What Referring Advisors Need to Know
  • Pre-Emptive Succession Planning: Protecting Business Value Before You’re Ready to Sell
  • Monthly Market Review September 2026 & The Third Quarter
  • Alberta’s Bill 11 Unpacked: Everything Business Owners Need To Know

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    • About
      • About
      • Meet the Team
    • Services
      • Insurance
      • Financial Planning
      • Group Benefits
      • All Services
    • Resources
      • Tools
      • Blog
    • Advisors
      • Join Our Team
      • Looking to Retire
    • Investments