Qopia Financial

📍 financial advisors in Calgary

Qopia Financial

8.2

Qopia Financial appears to be a truly valuable resource for individuals and families seeking personalized financial guidance. The focus seems to be on building relationships and understanding each client’s unique circumstances before offering any recommendations. This commitment to client-centric advice fosters trust and confidence, distinguishing them from larger, more impersonal institutions.

The team’s expertise extends beyond simple investments; they offer support with critical illness and disability insurance, retirement planning, and even vehicle insurance assessments. Their dedication to providing clear, simple explanations, and an honest appraisal of options—even if it means advising clients to remain with their current providers—demonstrates a genuine interest in their clients’ best interests and solidifies their reputation for financial integrity and client well-being.

Information about financial advisor in Calgary - Qopia Financial

Accessibility
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
Amenities
  • Toilet
Planning
  • Appointments recommended

Customer Reviews

★★★★★

Qopia Financial has a rating of 4.9 out of 5 based on over 37 reviews 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.
Leigh Kirnbauer (☆ 5/5)
Leigh Kirnbauer (☆ 5/5)
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.
Ashly (☆ 5/5)
Ashly (☆ 5/5)
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!!!!
Richard M (Richard420) (☆ 5/5)
Richard M (Richard420) (☆ 5/5)
I started using KL Advisory Group because I was constantly dealing with new people at the large financial institutions that didn't understand my personal and business needs. KL has been amazing! I use several of their services and they have always provided great service at good value. They are way better than going to a big financial institution, because you get hands on service and you don't have to deal with a new person each year. I look forward to our long business and personal relationship.
Daniel Hershcovis (☆ 5/5)
Daniel Hershcovis (☆ 5/5)
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!
Erica (☆ 5/5)
Erica (☆ 5/5)
Arif and the team at KL Advisory Group have been a huge help over the years with setting up our insurance policies, RESP's, various investments, and retirement planning. I would highly recommend KL Advisory Group to anyone looking for professional advice in growing their investments.
Jameel Charania (☆ 5/5)
Jameel Charania (☆ 5/5)
Dealing with Ben and Arif has been a great experience for me. The level of professionalism and quality of work is amazing to see. I am glad to be connected to them for the services I need.
Raj Sisodiya (☆ 5/5)
Raj Sisodiya (☆ 5/5)
View all reviews

Information about Qopia Financial

Address

Qopia Financial is located at 229 11 Ave SE Suite 350, Calgary, AB T2G 0Y1, Canada

Phone

The phone number of Qopia Financial is +1 403-910-5964

Business Hours

Monday: 08:30–16:30
Tuesday: 08:30–16:30
Wednesday: 08:30–16:30
Thursday: 08:30–16:30
Friday: 08:30–16:30
Saturday: Closed
Sunday: Closed

Contact Qopia Financial

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