Qopia Logo
  • About
    • About
    • Meet the Team
  • Services
    • Investment
    • Insurance
    • Financial Planning
    • Group Benefits
    • All Services
  • Resources
    • Tools
    • Blog
  • Advisors
    • Join Our Team
    • Looking to Retire
Qopia Logo
  • About
  • Services
    • Investment
    • Insurance
    • Financial Planning
    • Group Benefits
    • Services
  • Resources
    • Blog
    • Resources
  • Advisor Tools
    • Join Our Team
    • Looking to Retire
  • Contact
  • Client Login
Client Login
Contact
October Market Recap and November Market Outlook

October Market Recap and November Market Outlook

by Luke Demjen, CFA | Nov 4, 2022 | Financial Advisors, Financial Planning, Market Updates

Last Month in the Markets – October 3rd – 31st, 2022            (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) What happened in October?...
How to Choose a Financial Advisor in Canada

How to Choose a Financial Advisor in Canada

by Arif Kanji, CFP, CLU | Mar 15, 2022 | Financial Advisors, Financial Planning

Even if you’re on top of your finances, it takes a lot of time and energy to ensure your money is working towards your ever-evolving goals. Add in the life-changing events like growing a family, buying a house, or retiring, and you’ll quickly find keeping an eye on...
February 2022 Market Recap and March 2022 Outlook

February 2022 Market Recap and March 2022 Outlook

by Luke Demjen, CFA | Mar 2, 2022 | Financial Planning

  (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis)        ...
RRSP Contributions: How To Avoid Paying Taxes

RRSP Contributions: How To Avoid Paying Taxes

by Matt Donnelly, CIM | Feb 15, 2022 | Financial Planning, RRSP

You can avoid paying higher taxes and invest in your future with a registered retirement savings plan (RRSP). While both an RRSP and TFSA offer tax incentives, an RRSP can provide better financial planning opportunities for high-income contributors. How an RRSP Works...
2022 Global Market Outlook

2022 Global Market Outlook

by Luke Demjen, CFA | Feb 7, 2022 | Financial Planning, Uncategorized

As we begin 2022, the market is experiencing several underlying themes: Covid-19 has Unbalanced the Global Supply and Demand for Goods We have seen an increase in demand through highly accommodative monetary and fiscal policy putting more money into people’s pockets...
Which Is Better: an RRSP or TFSA?

Which Is Better: an RRSP or TFSA?

by Dave Rodgers | Jan 26, 2022 | Financial Planning, Retirement Planning

Saving for retirement can ensure a comfortable future and rid the fear of not having enough money once you stop working.  When it comes to investing and saving, you may ask yourself the question: is an RRSP or TFSA better for me? The simple answer is they both...

Recent Posts

  • Pay Off Debt or Invest? What to Consider
  • 2023 Global Market Outlook
  • Corporate Life Insurance
  • November Market Recap and December Market Outlook
  • The Benefits of Long-term Investing

Recent Comments

    Connect with an Advisor

    Contact Us
    

    Address

    Suite 350, 229 – 11 Avenue SE Calgary, Alberta T2G 0Y1

    

    Email

    Emails Us

    

    Phone

    403-910-5964

    Aligned Capital Disclaimer
    Benjamin Lewandowski is registered to provide investment advice and products to clients residing in the provinces of BC, Alberta, Saskatchewan, Ontario. Arif Kanji is registered to provide investment advice and products to clients residing in the provinces of Alberta. Matthew Donnelly is registered to provide investment advice and products to clients residing in the provinces of Alberta, Ontario, and Northwest Territories. Dave Rodgers is registered to provide investment advice and products to clients residing in the provinces of BC, Alberta, PEI, Ont., and Mark Kotris is registered to provide investment advice and products to clients residing in the provinces of BC, Alberta, Ontario. Investment products, including securities, mutual funds and bonds are provided by Aligned Capital Partners Inc. If applicable:
    Qopia Investments is a trade name of Aligned Capital Partners Inc. (ACPI). ACPI is regulated by the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and a Member of the Canadian Investor Protection Fund (ww.cipf.ca). Client accounts are protected by the Canadian Investor Protection Fund, within specified limits. A brochure describing the nature and limits of coverage is available upon request.
    Benjamin Lewandowski is a Portfolio Manager, Mark Kotris is an Investment Advisor, Arif Kanji is an Investment Advisor, Matt Donnelly is an Investment Advisor, Dave Rodgers is an Investment Advisor, Luke Demjen is an assistant, and are also licensed for the sale of insurance products. Benjamin Lewandowski, Mark Kotris, Arif Kanji, Matt Donnelly, and Dave Rodgers are registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the services and products discussed. The name of the entity being represented should correspond to the business being conducted. Qopia Financial and Aligned Capital Partners Inc. (ACPI)* is a/are separate legal entities. ACPI is regulated by the Investment Industry Regulatory Organization of Canada (IIROC.ca) and Member of the Canadian Investor Protection Fund (CIPF.ca) Investment products are provided by ACPI and include, but are not limited to, mutual funds, stocks, and bonds. Any advice which may be given in respect of non-securities services is given by Benjamin Lewandowski, Arif Kanji, Mark Kotris, Matt Donnelly, and Dave Rodgers solely and no such advice is given in their capacity as a registrant of ACPI. Canadian Investor Protection Fund (CIPF) coverage is available to IIROC Dealer Members and does not offer protection, within limits, on nonsecurities products not held by a Member.
    Non-securities related business includes, without limitation, fee-based financial planning services; estate and tax planning; tax return preparation services; advising in or selling any type of insurance product; any type of mortgage service. Accordingly, ACPI is not providing and does not supervise any of the above noted activities and you should not rely on ACPI for any review of any non-securities services provided by Benjamin Lewandowski, Mark Kotris, Arif Kanji, Matt Donnelly, and Dave Rodgers and Qopia Financial.
    This website is for informational and reference purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult the appropriate professional depending on your particular circumstances. This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. The opinions expressed are those of the author and do not necessarily reflect those of ACPI. The information contained on this website is subject to change without notice. Information has been gathered from sources believed to be reliable. Content is accurate as of the date of publication, and subject to change without notice. By accessing links to external websites, you will be leaving this website, and Qopia Financial and ACPI are not responsible for the information contained on these external websites. Content may not be reproduced or distributed without the consent of Benjamin Lewandowski, Mark Kotris, Arif Kanji, Matt Donnelly, and Dave Rodgers.
    ACPI Homepage
    ACPI Privacy Statement
    ACPI Complaint Resolution Policy
    IIROC Advisor Report
    cipf logo
    IIroc logo
    Know your advisor iiroc advisor report logo
    • About
      • About
      • Meet the Team
    • Services
      • Investment
      • Insurance
      • Financial Planning
      • Group Benefits
      • All Services
    • Resources
      • Tools
      • Blog
    • Advisors
      • Join Our Team
      • Looking to Retire