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Muzammil Dandia | Investment Advisor | Calgary
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Muzammil Dandia

Investment AdvisorCIBC Wood GundyCalgary, Ontario

When it comes to investing, my approach is simple: listen, and listen again. I know everyone has a unique story, and as a seasoned Investment Advisor, I’m here to support your journey by making sure the right financial decisions are being made to meet your goals.

I take the time to get to know you to build individualized plans and choose investment products to help you reach your personal and financial goals. I ensure you are empowered and confident in your investing decisions by providing honest, expert advice.

I have gained over 20 years of experience in investment, tax and retirement planning and am committed to learning and growing my expertise. I am a Certified Financial Planner and am actively working on becoming a Chartered Investment Manager to better support your financial future.

I can’t wait to hear your story and find the right solutions to suit your needs.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Investment Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Investment Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CFP®

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