Kevin Moniz Financial Advisor
62Developing34 Alderway Ave, Brampton, ON L6Y 2B7, Canada
About
Kevin Moniz Financial Advisor offers financial planning, investments, and insurance advice to help Canadians achieve their financial goals across all life stages.
Senior Care Path Summary
Kevin Moniz provides personalized financial security planning tailored to your specific needs, whether you are building wealth, saving for major goals, or planning retirement. The practice focuses on understanding your unique situation and walking you through available options to create a plan designed for your life stage.
Kevin Moniz continues to work with clients over time, reviewing your financial security plan periodically to help ensure you stay on track to achieving your goals.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- People planning for retirement
- Clients seeking comprehensive financial security planning
- Those wanting ongoing plan reviews and personal service
Photo Gallery
Google Reviews
View all on Google5.0
29 Google reviews
Most recent reviews
Denise Dias
4 years ago · via Google
I can’t say enough about the excellent counsel and professional advice I have received from Kevin! His genuine concern for our family’s welfare and caring, thoughtful approach to our financial planning is what impressed me the most. His quality of service is above and beyond what I have experienced with any other. The best part of working with Kevin is his personal connection during our interactions, I have always felt that we are more than just another client. I highly recommend Kevin’s services to our close friends and relatives.
Brittany Senra
4 years ago · via Google
We highly recommend Kevin for anyone looking for insurance or preparing to plan for the future. We knew right from the start we were in the best hands. Kevin is truly someone you can trust and has your best interest at heart. He is very professional, knowledgeable, caring and is always there when you need him. We are so happy to be able to work with Kevin.
Ana Soares
6 years ago · via Google
We recently had the pleasure of working with Kevin for some of our insurance needs. Kevin made what we thought might have been a complicated process super easy and informative. His passion for what he does shows in all the time he take to not only get to know you but also all research he does to offer you the best possible insurance to best fit your family’s needs. After our first meeting both my husband and I knew we were in good hands. We highly recommend Kevin for all you insurance needs and also any help you need in achieving your financial goals.
Summary of Google Reviews
Summarized by Senior Care Path from Kevin Moniz Financial Advisor's Google rating and recent reviews. Confirm specifics with the provider.
Kevin Moniz Financial Advisor holds an excellent 5.0-star rating across 29 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
Location
34 Alderway Ave, Brampton, ON L6Y 2B7, Canada
Also serves
- North York, Ontario
- Greater Toronto Area