Specialty:
“Kevin Moniz Financial Advisor is an accomplished professional specializing in the development of comprehensive, bespoke financial solutions for fellow Canadians. At a very young age, he sensed the peace, security, and dignity that successful financial planning, budgeting, saving, and investing could provide. This realization inspired him to enter the financial services industry to help people like his brother and mother feel confident in their financial situation and provide overall security for their future. With over 10 years of invaluable experience in sales and marketing, he finally made the sale of a lifetime. He sold himself on following his dreams and becoming a financial security advisor. Early in his career, clients were attracted by his strong desire to guide others toward achieving their financial goals and dreams. He's dedicated his career to working with motivated individuals who want to invest in their most important asset. Kevin is committed to fully comprehending your goals and aspirations and providing professional financial security advice that empowers you to achieve those objectives.
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2025 Update: 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 his life's work.”