Investments
The Qopia Difference
Qopia Financial, powered by Aligned Capital Partners, has tailored a proprietary investment strategy that focuses on a CORE portfolio of diversified investments along with a TACTICAL allocation model focused on outperforming within its risk tolerance and investment objective.
The CORE of the portfolio encompasses a global approach within its investment mandate to mitigate risk and aim for top-tier, risk-adjusted returns. The TACTICAL allocation works to take advantage of market deficiencies and/or favourable conditions within sectors and industries, looking for outperformance on an annual basis.
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Core Investments
40% Public Equity
Incorporating publicly traded investments.
25% Public Debt
A mix of corporate and government bonds.
5% Private Debt
Debt opportunities are not available on the public market.
5% Private Real Estate
Utilizing inflation-protected assets for growth.
5% Liquid Alternative Investments
Smart cash-flow generating investments.
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Tactical Investments
Smart investments that capitalize on market conditions.
Tactical Investments
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Disclaimer: portfolio allocations are based on your risk tolerance and financial plan. The portfolio examples shown are examples of how yours may be structured.
About Qopia Investing
Professional Oversight Driven by a Committee
Our Qopia Portfolios are continuously reviewed and vigorously tested. The individual holdings can vary between active and passive strategies. Many of our holdings contain third-party investment strategies and due diligence processes. Our competitive advantage comes from utilizing our team of Portfolio Managers, Investment Advisors, and our in-house financial analysts to have visible oversight above and beyond the third-party’s process.
Our financial analysts work to review every position within the portfolio on an ongoing basis while comparing our third-party held positions with their largest competitors. Our committee of Portfolio Managers and Investment Advisors meet monthly with our analysts and discuss market headwinds, gaps in the marketplace, and improving sector specific holdings to create risk-adjusted opportunities within our portfolios.
This process creates several layers of supervision to help with risk management and having conviction and discipline in our long-term strategy for our clients.
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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.
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Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Qopia Investments, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Qopia Investments and covered by the CIPF. Financial planning and insurance services are provided through Qopia Financial. Qopia Financial is an independent company separate and distinct from ACPI/Qopia Investments.
