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 me today to learn more

Recent posts

Is It Time to Transition Out of High-Interest Savings Accounts?

Nov 08, 2024 - Corporate

High-interest savings accounts have surged in popularity, but are these funds still the right place for your money? Discover why now is the time to reconsider your options....

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October 2024 market update

Nov 06, 2024 - Canada Life

For the month ended October 31, 2024. Read our monthly update to find out what’s been moving markets....

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September 2024 market update

Oct 08, 2024 - Canada Life

For the month ended September 30, 2024. Read our monthly update to find out what’s been moving markets....

Read more