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:
Flexible Retirement Transition
Choose your end date up to 36 months.
Team Approach
All hands are on deck to help your clients acclimate efficiently and quickly.
Lead Advisor Transition
You are still the lead advisor and this transitions within your allotted retirement plan.
Maximize Your Retirement Return
Flexible compensation structure paying up to 3x annual revenue.
Peace of Mind
Work with a capable and organized team that has the infrastructure in place to effectively transition your client households.
Contact
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.
