Services

Our Four Pillars

We help Canadians of all walks of life and personal circumstances with their financial planning and insurance needs. How can we help you?

Investments

Qopia statement wall in downtown office

Financial Planning

Artwork from Qopia office

Insurance

Planning Group health benefits insurance

Group Benefits

Fee-Based Services

Access expert guidance to help you build your plan, update your existing one, or establish your legal foundations. We’re here to help.

Create a Plan

Starting at $499

Work with a financial advisor to assess your income, expenses, and lifestyle in order to create a financial plan that sets you up for success.

Update an Existing Plan

Starting at $199

Review plan progress and get help on identifying what to do next.

File Your Personal Taxes & Create a Financial Plan

Starting at $649

Save on your taxes and financial plan by bundling them together.

Work with a financial advisor to assess your income, expenses, and lifestyle in order to create a financial plan that sets you up for success.

Create Your Financial Plan, Power of Attorney, Personal Directive, & Will

Starting at $1,249

Create all four important documents at once. Your financial plan will help you understand how to achieve your financial goals. Your POA, PD, and Will ensure that your estate, legacy, and wishes are protected and respected.

Financial Plan, Will/POA/PD, & Personal Taxes

Starting at $1,349

Your financial plan will help you understand how to achieve your financial goals. Your POA, PD, and Will ensure that your estate, legacy, and wishes are protected and respected.

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I cannot say enough about Arif and Ben’s professional demeanor, how they put their clients best interest at the forefront and their unwavering patience for helping clients come up the financial investment learning curve. In an extremely short period, both Arif and Ben have become our trusted advisors and I look forward to working with them for many decades.

Riz R

My only regret is not moving to Arif and Ben sooner. Amazing service and thoughtful guidance. They treat my investments as if they were their own and I'd recommend them to anyone who wants a "one stop shop" where everything from investments, insurance, legal matters, lending matters are taken care of using a holistic, well though out, common sense approach.

Farhana J

.. I am absolutely thrilled to have been connected with Ben and Arif.. Between the two of them, their knowledge of financial strategies and planning for the future is very impressive. Like-minded and so easy to speak with, I feel extremely confident in following their advice when it comes to managing money and planning ahead. I wish I had crossed paths with them many years ago but they have helped me a lot and I look forward to many, many more years working with them!

Devon T

I had a great experience working with Arif. Would highly recommend for your life insurance needs!

Melissa H

Arif and staff have been superb handling my insurance needs.

Robert B

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.

Latest Posts

Resources