Meet the Qopia Investments Team

Our Team

Who is Qopia Investments?

We’re proud of our team and the culture we have built.

Arif Kanji, CFP® CIM®

Portfolio Manager, Qopia Investments, iA Private Wealth

Benjamin Lewandowski, CFP®, CIM®

Portfolio Manager, Qopia Investments, iA Private Wealth

Scott Nelson

Mutual Fund Advisor, Qopia Investments, iA Private Wealth

Luke Demjen, CFA

Portfolio Manager, Qopia Investments, iA Private Wealth

Monty Souther, PFP®, CFP®

Mutual Fund Advisor, Qopia Investments, iA Private Wealth

Sareena Dhalla

Operations Manager, Qopia Investments, iA Private Wealth

Judy Tran

Administrative Assistant, Qopia Investments, iA Private Wealth

Connor Saunders

Branch Administrator, Qopia Investments, iA Private Wealth

Don Yuen

Associate Investment Advisor, Qopia Investments, iA Private Wealth

Garry Nanninga

Associate Investment Advisor, Qopia Investments, iA Private Wealth

Mark Kotris, CFP®, CLU, CHFC

Senior Wealth Advisor, Qopia Investments, iA Private Wealth

Guy Fortier

Senior Wealth Advisor, Qopia Investments, iA Private Wealth

Tools from the Professionals

Financial Tools & Resources

We have created several case studies and tools to help you, as well as a regularly updated blog that explores personal finance, investing, tax planning, and more

Latest Posts

Resources