Looking to Retire

Why Qopia?

As a retiring advisor, there are several factors in making sure you have piece of mind when choosing a successor. From past experiences, the most common worry is making sure that your client is passed on to someone that is capable, honest, reliable, and continues to put your most client’s well-being first.

At Qopia Financial, we strive to work as a team in building relationships with your clients where you can feel confident that the time and effort invested into these relationships will continue to bear fruit for your clients moving forward.

Along with flexibility in your own transition, we also continue to encourage you to remain engaged with your clients until you are comfortable to ride off into the sunset. Our goal is to make sure you and the client feel like they are in great hands before you exit the industry.

Here is why you want to partner with us:

calendar icon

Flexible Retirement Transition

Choose your end date up to 36 months.

teamwork icon

Team Approach

All hands are on deck to help your clients acclimate efficiently and quickly.

presentation icon

Lead Advisor Transition

You are still the lead advisor and this transitions within your allotted retirement plan.

presentation icon

Maximize Your Retirement Return

Flexible compensation structure paying up to 3x annual revenue.

checklist icon

Peace of Mind

Work with a capable and organized team that has the infrastructure in place to effectively transition your client households.

Contact

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.

Aligned
CIRO
OCRI
CIPF
FCPI
Aligned
CIRO
OCRI
FCPI
CIPF