Munira Kazia, B.Comm., CHS, CFP

Financial Planner
Investment Representative

I am passionate about my career and have worked in the financial service industry since 1992. I have experience in various financial instruments available to help protect, secure, and serve individuals, families, and businesses. I use my vast industry product knowledge from other countries including India, East Africa, and now Canada to help my clients achieve their financial goals and dreams.

I am a “number person”, I enjoy the creativity involved with the "number game". This helps add value for your dollars when we work together in a tax-efficient way. I always strive for 100% customer satisfaction. I speak English, Gujarati, Kutchi, Hindi and have a fair understanding of Marathi and Kiswahili.

To provide the best available solution, I work in conjunction with a team of financial professional experts in insurance, estate, retirement, business, and employee benefit planning.

Through my conversational approach of knowing my clients and their financial needs, I help my clients work toward achieving their personal financial success by making the right choice at the right time.

Contact

Contact me today to learn more

Recent posts

How key person insurance can help your business

Nov 15, 2022 - Canada Life

Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success....

Read more

October 2022 market update

Nov 10, 2022 - Canada Life Investment Management Ltd.

Central banks take another shot at taming inflation...

Read more

Planning for probate and estate administration taxes (excluding Quebec)

Nov 07, 2022 - Canada Life

Six effective probate planning strategies to consider when discussing your clients overall estate plan....

Read more

Email update coming soon!

Effective Jan. 1, 2023, my email will be changing to munirakazia@insuranceglobeinc.com.