Qopia Financial - Calgary
About Qopia Financial
In the advisory service industry, the common theme through any investment dealer is “eat what you kill”. This industry is very much Silo driven – meaning, each advisor works for themselves and rarely, if any, collaboration is done within the office or dealer that you work with. This can lead to limited growth and resources for the advisor, as well as a missing sense of belonging.
Qopia Financial has over 75 years of combined financial expertise, along with relationship to accounting, estate, and insurance planning. This allows transitioning advisors to lean on their colleagues and fully integrate their clients’ finances with one firm.
Contact Qopia Financial
| Address : | 229 11 Ave SE Suite 350, Calgary, AB T2G 0Y1, Canada |
| Phone : | 📞 +99 |
| Postal code : | 2 |
| Website : | http://www.qopiafinancial.ca/ |
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| City : | G |
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Erica on Google
★ ★ ★ ★ ★ KLAG is definitely your one stop shop, and now their snazzy new location even has free parking!
I use their services for investing and for critical illness and disability insurance. They even did a free assessment on my vehicle insurance and told me to stay with my current company as it was working the best for my needs - I value their honesty. As I know very little about the financial industry, it is broken down to very simple terminology and they really take the time to understand my goals. I feel empowered and confident and am excited for a future of continued support. I would highly recommend KL Advisory Group for all your needs!
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Ashly on Google
★ ★ ★ ★ ★ We recently used Arif for our life insurance policy and would highly recommend his services. He was very professional, knowledgeable and personable. Arif explain every step and all of our options so we felt comfortable making our final decision. We will definitely be using KL Advisory Group for our future investment and insurance needs.
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Riz Rawji on Google
★ ★ ★ ★ ★ 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.
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Richard M (Richard420) on Google
★ ★ ★ ★ ★ KL advisory group is fantastic and amazing.
Not only are they a one stop location for all you financial and insurance needs, but they’re personable and will always do what is in your best interest. They’re always happy to give professional advice and they’re not afraid to share and give you the “hard truth” when it’s what you need.
They have been really great when it come to changes with our growing family.
Ben and Arif, you guys are truly the rockstars of the finance and insurance world!!!!
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Tory Barber on Google
★ ★ ★ ★ ★ I have absolutely loved working with Arif and Ben at KL Advisory Group. They are two knowledgeable professionals who really have your best interests in mind. Their beautiful new office, and high quality service make financial management easy.
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Leigh Kirnbauer on Google
★ ★ ★ ★ ★ Dealing with Arif and Ben has been a great experience so far. My first meeting with them was strictly a discussion around financial goals and current financial situation, so no recommendations were made until they had evaluated these first. I always felt that my interests came first and the financial strategies they recommended were clearly based on the goals we had discussed. Unlike other advisers I had spoken with in the past, I never felt like unwanted products were being pushed on me. I look forward to working with KL Advisory in the future and would recommend them to anyone I know.
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Irfanali Moledina on Google
★ ★ ★ ★ ★ Arif, Ben and their team are fantastic to deal with, they take away the stress of managing investments and give you the comfort of knowing your money is hard at work. Thank you Qopia for everything you do!
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Michelle D'Souza on Google
★ ★ ★ ★ ★ I worked with Arif on a Life insurance policy that I recently purchased through Qopia and it was a very pleasant & favourable experience. Everything was handled professionally and in a timely manner. The communication was clear and overall the process went very smoothly. I would highly recommend Qopia!
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