Munira Kazia, B.Comm., CHS, CFP

Financial Security Advisor
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

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Recent posts

How to find a financial advisor who’s compatible with you and your lifestyle

Aug 01, 2022 - Canada Life

There’s no one-size fits all answer for finding a financial advisor that’s best suited for meeting your specific financial situation and goals. However, there are tips you can follow to help you find a financial advisor who matches your needs...

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Tips for talking to a financial security advisor for the first time

Jul 25, 2022 - Canada Life

Does the thought of financial security planning feel like unknown territory?...

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Budgeting for a move

Jul 15, 2022 - Canada Life

Common moving expenses to budget for...

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