Segregated Funds - A Smart Retirement Solution & Investment Choice Do you like the feeling of knowing that your money is well invested and well protected? Segregated funds combine the growth. In the years I've been working as an insurance advisor, I have helped clients work through hundreds of questions about their insurance needs.
But one of the most common questions I get is I'm only 28 years old and I never get sick. Why would I buy insurance now? Actually, this is the best time. This is a pretty common question I get from clients. Many assume it is like the long term or short term disability plans they may be offered through their employer.
But one of the most common questions I get is I'm only 28 years old and I never get sick. Why would I buy insurance now? Actually, this is the best time. This is a pretty common question I get from clients. Many assume it is like the long term or short term disability plans they may be offered through their employer.
Services
At Royale BC Financial we take special care of implementing unique and innovative insurance and investment solutions for all our clients. We focus on a customized need analysis that will look in detail the personal and business aspects of every individual. In order to address our client's needs, we use appropriate strategies involving tax planning and insurance products from top-rated insurance carriers in Canada.
Faraidoun (Frank) Akhavan is a trained insurance and financial specialist with 30 years of industry experience who will work with you at determining your insurance and investment solutions to best meet your personal, family or business needs. Frank knows that everyone's needs are unique and he enjoys working with clients to design a customized plan specific to their individual needs.
Frank Akhavan of Royal BC Finanacial is one the most informed and well educated advisors I have ever met. After graduating from many years of study, I needed advice on whether it was the right time to make investments or buy insurance. Frank actually advised to wait until I had my business going for a while so I wouldn't be stressed by overextending myself.
I first met Frank several years ago through an exercise client of mine, who would later become his wife. He then became a client, himself. A while later, I was advised that I had a UPS pension that was coming to term. I told Frank about it, and he suggested that I transfer it out, so that it didn't stagnate until I was eligible to draw upon it.
Do you know the best way to plan for a financial crisis? Do you want to know how much your family will need to live on if you pass away? Are you wondering how to fund long term medical care or critical illnesses for yourself or your parents? Do you need to grow investment dollars tax-free outside an RRSP?
Reviews (9)
Zahra Carino
Jan 24, 2022
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Frank has been looking after my family for over 20 years. He has taken the time to ensure our long term goals are met at my comfort level. Frank provides regular updates on my profile and acts proactively to make adjustments and/or suggestions on any improvements he feels are appropriate. I appreciate Frank's guidance over the years and would highly recommend him.
David Here
Oct 18, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I have been a client of this company for around 15 years. During that time, my insurance/investment needs have been very well managed by Frank Akhavan. The advice received and products recommended have served me well and I am most grateful for the services they have provided. I'm a most happy customer!
I have been a client of this company for around 15 years. During that time, my insurance/investment needs have been very well managed by Frank Akhavan. The advice received and products recommended have served me well and I am most grateful for the services they have provided. I'm a most happy customer!
Angelique Hanna
Oct 14, 2021
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Darren Muscoby
May 03, 2021
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Frank has been my financial adviser for many years and he has always guided me with friendly and professional service. Frank takes the time to care about my needs and he adds a personal touch that I like.
He has a good insight to the markets and many different insurance companies and their policies to help me no over pay for my insurance needs.
He has a good insight to the markets and many different insurance companies and their policies to help me no over pay for my insurance needs.
Michele Pungente
Apr 02, 2021
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Jhhl Here
Feb 21, 2021
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Positive: Professionalism, Responsiveness
Frank has been helping me, and my family regarding our insurance, and investment needs for over 20 years. He is always very responsive, and he provides useful information regarding products he sales. Overall, my family, and I are super satisfied with RBCFI. We will for sure continue to do business with Frank.
Frank has been helping me, and my family regarding our insurance, and investment needs for over 20 years. He is always very responsive, and he provides useful information regarding products he sales. Overall, my family, and I are super satisfied with RBCFI. We will for sure continue to do business with Frank.
Dan Olive
Feb 14, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I’ve worked with Frank for years and often refer clients, family and friends to him. He is well versed in life insurance and investment products and works hard for his clients. He is also extremely responsive and flexible in ensuring that customers service needs are met. Top notch through and through!
I’ve worked with Frank for years and often refer clients, family and friends to him. He is well versed in life insurance and investment products and works hard for his clients. He is also extremely responsive and flexible in ensuring that customers service needs are met. Top notch through and through!
Golden Era Productions S. Hip Hop Production
Oct 31, 2020
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The marketing department reached out to me regarding my insurance and investments. I had a extremely pleasant experience with the marketing team and we set up a consolation with Frank. Frank who helped me in regards to my questions and current insurance needs. Frank was able to shop the market and provide me with the best product option and cost. Would recommend to anyone with his professionalism and long term experience. Thank you Frank.
Betty Penner
Sep 12, 2020
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Frank has consistently modelled the highest level of dedication, commitment, and professionalism during our interactions.
I am grateful for his wisdom, years of experience, industry and marketplace knowledge, and sage advice.
Frank's support, guidance and oversight of my financial matters has been first class and profitable.
I have benefitted well from Frank's oversight and would recommend Frank without hesitation.
I am truly grateful for all of Frank's concerted efforts on my behalf.
I am grateful for his wisdom, years of experience, industry and marketplace knowledge, and sage advice.
Frank's support, guidance and oversight of my financial matters has been first class and profitable.
I have benefitted well from Frank's oversight and would recommend Frank without hesitation.
I am truly grateful for all of Frank's concerted efforts on my behalf.
