Arif Kanji, CFP, CLU, CIM in

Arif Kanji, CFP, CLU, CIM

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Portfolio Manager/Wealth Advisor at iA Private Wealth
📍 Calgary, Alberta, Canada

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
11 Years
Current Role
Portfolio Manager/Wealth Advisor
Location
Calgary, Alberta, Canada
Personality Overview

How Arif shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Arif cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2024
Portfolio Manager/Wealth Advisor
iA Private Wealth
6-2016
Co-Founder/Senior Financial Planner
Qopia Financial
4-2017
Co-Founder/Director
InsureLine Complete
3-2017 - 4-2024
Portfolio Manager
Aligned Capital Partners Inc.
12-2013 - 6-2016
Financial Planner
Kesler & Associates, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2008
Bachelor of Arts (B.A.)
University of Calgary
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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