Jordan Salvador-KL Advisory Group

Qopia Financial is a comprehensive financial services firm located in Calgary, Alberta, offering a range of solutions including insurance, financial planning, and investment services. The company also provides group benefits and various resources aimed at helping individuals and businesses achieve their financial goals. With additional locations in Medicine Hat and Coaldale, Qopia Financial is dedicated to serving its clients through a knowledgeable team of advisors committed to delivering personalized service. Their focus on retirement planning and investment strategies further underscores their mission to assist clients in navigating their financial futures. Generated from the website

Leith Wheeler Investment Counsel, based in Calgary, Alberta, operates as a reputable investment management firm. With a history rooted in responsible financial stewardship, Leith Wheeler is known for its conservative investment philosophy. The company actively engages with the community and is committed to making a positive impact. Catering to a diverse clientele, including individuals, institutions, pension plans, endowments, and foundations, Leith Wheeler offers a range of tailored investment solutions. The firm also provides specialized services for Indigenous advisors, reflecting its dedication to inclusivity and diversity in the financial sector. Generated from the website content

Customplan Financial Advisors Inc. is an award-winning managing general agency based in Vancouver, BC, that provides services to independent financial advisors across Canada. The company focuses on empowering advisors through superior training and resources, helping them excel in their practices. With a commitment to fostering independence, Customplan offers a supportive environment for advisors looking to enhance their expertise and grow their businesses. Their extensive partnerships and alliances further strengthen the network of professionals dedicated to delivering exceptional financial services. Generated from the website