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. My vast industry product knowledge from other countries including India, East Africa, and now Canada helps in achieving my clients’ 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

Prepare for your financial future this Chinese New Year

Jan 15, 2022 - Canada Life

Chinese New Year is a celebratory time involving family reunions and gift-giving between families, friends and business contacts. It’s also a time for one to reflect on the past year and prepare for the new one....

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How to set your financial resolutions for the New Year

Jan 01, 2022 - Canada Life

Looking for a New Year’s resolution? Consider your financial goals as part of your plan for 2022...

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Be your own Secret Santa this year

Dec 22, 2021 - Canada Life

Use your year-end bonus to give yourself the gifts everyone wants – and needs. Smart ways to invest your year-end bonus – in yourself. This article has three easy ideas to help you improve your financial plan...

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