Qopia Logo
  • About
    • About
    • Meet the Team
  • Services
    • Insurance
    • Financial Planning
    • Group Benefits
    • All Services
  • Resources
    • Tools
    • Blog
  • Advisors
    • Join Our Team
    • Looking to Retire
  • Investments
Client Portal
Contact
  • About
  • Services
    • Investment
    • Insurance
    • Financial Planning
    • Group Benefits
    • Services
  • Resources
    • Blog
    • Resources
  • Advisor Tools
    • Join Our Team
    • Looking to Retire
  • Contact
  • Client Portal
Group Benefits: Understanding Target Loss Ratio

Group Benefits: Understanding Target Loss Ratio

by Jordan Salvador | Jul 17, 2023 | Group Benefits

Group benefits can be a great way for an employer to show their appreciation for their staff and give them the opportunity to maintain their health and wellness with more support. But they can be complicated and come with several challenging concepts to understand,...
What to Know About the Group Benefit Renewal Process

What to Know About the Group Benefit Renewal Process

by Benjamin Lewandowski, CFP, CIM | May 17, 2023 | Group Benefits

Group benefits can be a great way to say thank you to your team and help provide access to the health and wellness services they may need. But setting up a benefits plan for your business isn’t a one-and-done process. You’ll need to keep in touch with your benefits...
Guide: Small Business Employee Benefit Packages

Guide: Small Business Employee Benefit Packages

by Jordan Salvador | May 25, 2022 | Group Benefits

Having a customized group benefits package keeps your current employees secure and happy and can help you attract the talent you need to grow your business and reach your goals.  Employee benefit packages can be complex and challenging to manage. Packages include...
Next Entries »

Recent Posts

  • Monthly Market Review July 2026
  • Financial Planning for Aging Parents: Powers of Attorney, Long-Term Care, and the Conversations to Have Now
  • When a Client’s Business Grows: How Group Benefit Needs Change at Each Stage
  • The GLP-1 and Specialty Drug Dilemma: Protecting Your Plan from Catastrophic Renewal Spikes
  • Monthly Market Review June 2026 & the Second Quarter

Recent Comments

    Know your Advisor
    

    Email

    info@qopiafinancial.ca

    

    Phone

    403-910-5964

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