ABOUT
Accomplished professional specializing in the development of comprehensive bespoke financial solutions for fellow Canadians. A compassionate approach, coupled with a keen attention to detail, serve to provide you with the utmost care in client service. A true goals-based tactician, who, through thorough analysis and regular client engagement, will help you to produce that lifelong and ever evolving financial road map to help you along the way. From insurance planning and wealth accumulation, to estate planning and wealth transfer, dedication to seeing you achieve your goals and dreams is nothing short of my life's work.
Lastly, a goal without a plan, is just a wish.
KEVIN J.
MONIZ
Financial Security Advisor
At a very young age, I sensed the peace, security and dignity that successful financial planning, budgeting, saving and investing could provide. This realization inspired me to enter the financial services industry to help people like my brother and mother, feel confident in their financial situation and provide overall security for their future.
At a very young age, I sensed the peace, security and dignity that successful financial planning, budgeting, saving and investing could provide. This realization inspired me to enter the financial services industry to help people like my brother and mother, feel confident in their financial situation and provide overall security for their future.
With over 10 years of invaluable experience in both sales and marketing, I finally made the sale of a lifetime. I sold myself on following my dreams and becoming a financial security advisor.
Early in my career, clients were attracted by my strong desire to guide others on the path to achieving their financial goals and dreams. I’ve dedicated my career to working with motivated individuals who want to invest in their most important asset: themselves. Together we develop a complete financial security plan which is as unique as they are; This career has become my life’s passion.
Today, I remain committed to educating, empowering and inspiring as many people as possible to take control of their financial destiny.
Coming from a family of movie buffs, I can say with certainty that you are the director of your own life. Proper financial security planning can help that blockbuster idea become a reality!