The Best Deal Is No Deal | Arif Kanji, Qopia Financial episode artwork

EPISODE · May 23, 2026 · 37 MIN

The Best Deal Is No Deal | Arif Kanji, Qopia Financial

from Future of Wealth Management · host Fort Capital Financial Services

This series is a set of 1-on-1 conversations with the principals behind some of the fastest-growing wealth advisory firms in Canada.In each interview, I explore how these firms have identified acquisition opportunities, negotiated and structured transactions, closed deals, and most importantly integrated advisors and clients in a way that actually accelerates value and scale. The emphasis is on what worked, what failed, and what changed along the way. Integration risk, cultural alignment, valuation nuance, and transition trust are recurring themes.About My GuestEpisode one features Arif Kanji, CFP, CLU, CIM, co-founder of Qopia Financial, a firm that has grown by being selective, disciplined, and uncompromising when looking to grow through the acquisition of advisory practices.Qopia Financial, a Calgary-based, integrated financial services firm built around a simple but demanding idea: deliver holistic advice under one roof without compromising trust, quality, or client experience. Since 2012, Arif has advised Canadian families across financial planning, insurance, estate strategies, and investments. He holds the CFP designation and is a registered Portfolio Manager, with a practitioner’s lens shaped by hundreds of real client transitions.Founded in 2016, Qopia Financial was designed to integrate investment management, financial planning, insurance and group benefits into a single platform. With more than 75 years of combined team experience, and a team of over 20 professionals, the firm has scaled by prioritizing long-term alignment over short-term transactions.

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The Best Deal Is No Deal | Arif Kanji, Qopia Financial

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