Arif Kanji

Portfolio Manager @iA Private Wealth

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2024 — Present

Portfolio Manager @iA Private Wealth

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Calgary, AB, CA

EDUCATION

2003 — 2008

University of Calgary

Bachelor of Arts (B.A.), Economics - Concentration in Applied Energy

SKILLS

Segregated FundsGroup Benefit PlansBusiness PlanningCustomer ServiceDirect SalesNew Business DevelopmentTerm Life InsuranceBuy/Sell Agreements for CorporationsHealth InsuranceDisability BenefitsBusiness DevelopmentAsset ManagementBusiness Owner InsuranceStrategic Financial PlanningDisability InsuranceStrategic PlanningBusiness InsuranceInsuranceSales ManagementFinanceInvestmentsSales PresentationsInvestor RelationsFinancial PlanningCommissioningGroup BenefitsReal EstateCritical IllnessEmployee BenefitsPurchase ContractsPermanent Life InsuranceSales

ABOUT ARIF KANJI

After serving hundreds of families, business owners and retirees, we’ve realized some strong beliefs and observations. We noticed each person or family that reached out were disappointed or disengaged either dealing with an advisor for several years or moving from advisor to advisor, never having the right individual to guide them through their most important financial questions and concerns.We are long-term advisors for the investor that appreciates a written personal investment plan, having well-defined goals that achieve the personalized investment portfolio stewarded by forethought and discipline rather than guesswork. Advice on financial matters should be coordinated and unbiased, without conflicts of interest — especially in compensation. Plan-driven, coordinated, unbiased wealth management for individuals, businesses, and families with savings above We specialize in Full Financial Strategy Planning (retirement/succession planning) Investment Management (personal and corporate), Protection (life, disability, critical illness insurance) and Group Health Benefits.

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Arif Kanji — Portfolio Manager at iA Private Wealth in Calgary, AB, CA | Unifers