What we offer

QOPIA Financial services

  • Mutual funds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Bonds
  • Structured notes, new issues
  • Flow-through offerings
  • Real Estate Investment Trust (REITs)
  • Limited Partnerships

mkotris@vipmoneywise.com

Mark Kotris

CFP, CLU, CH.F.C

Mark received his license for securities (primarily in the fast-growing mutual fund sector) and the Chartered Financial Consultant (CH.F.C) accreditation in 1985.  This two-pronged approach formed the bedrock of his "total needs, holistic approach" philosophy.

Mark served as Compliance & Trading Officer for FundEX Investments Inc., one of Canada's largest independent mutual fund dealers and part of the Industrial Alliance Financial group, from 2000 until 2004 when he decided to focus primarily with clients on their changing and growing wealth accumulation and income priorities.

In 2024 Mark transferred to IA Private Wealth Inc. and continued to partner with Qopia Financial to provide a much deeper availability of investment tools, options and private customized wealth options for clients. As Qopia Financial (Arif Kanji & Ben Lewandowski) and the team. have continued to grow so has our ability as an independent client-focused advisors to provide an extraordinarily full complement of investment capabilities available to all.

(403) 830-0298

For more information, please visit:

Contact Mark:

(403) 830 -0298
Calgary, AB T2E 7X3

 

The information on this website has been prepared by Mark Kotris, Financial Advisor . The information contained in this document comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the type of publication and are subject to change. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities or insurance products mentioned. The information contained herein may not apply to all types of investors. The  Advisor can open accounts only in the provinces where they are registered.