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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Planning | Comprehensive Financial Analysis |
$100 - $200
Call to Book
|
Retirement Planning |
$150 - $300
Call to Book
|
|
Debt Management Guidance |
$75 - $150
Call to Book
|
|
Investment Advisory | Portfolio Review |
$100 - $250
Call to Book
|
Investment Strategy Development |
$150 - $300
Call to Book
|
|
Market Analysis |
$75 - $150
Call to Book
|
|
Life Insurance Services | Term Life Insurance |
$25 - $50
Call to Book
|
Whole Life Insurance |
$50 - $100
Call to Book
|
|
Critical Illness Insurance |
$35 - $75
Call to Book
|
|
Estate Planning | Will Preparation |
$200 - $400
Call to Book
|
Trust Setup |
$300 - $600
Call to Book
|
|
Estate Strategy Consultation |
$150 - $300
Call to Book
|
|
Insurance Consultation | Personal Insurance Review |
$100 - $200
Call to Book
|
Business Insurance Assessment |
$150 - $300
Call to Book
|
|
Insurance Product Comparison |
$75 - $150
Call to Book
|
Royale British Columbia Financial Inc vows to provide forward-looking, bespoke investment and insurance remedies that will meet the needs of all clients. Our team will examine your personal and professional requirements in the course of the custom requirement analysis. Our strategies, ranging from tax planning to insurance from the best-rated Canadian insurance providers, are geared towards satisfying our client's demands. Frank Akhavan, the President, is an Executive Insurance/Financial Advisor. I have worked in the field for over 30 years. My emphasis is on corporate tax planning techniques and optimizing financial savings. I am also an expert in both personal and corporate life insurance. All our clients know that I will handle their little company with the same care.(Royale British Columbia Financial Inc., n.d.)
 
Client reviews of Frank Akhavan are unanimously positive. He's known for his financial savvy and comprehensive approach. Frank is praised for providing accessible and comprehensive guidance on insurance, investment and financial planning. Many clients value his prompt communication and commitment to their needs, which supports long-term planning. He does not force decisions, but instead presents various options, empowering clients to make well-informed choices. Many families have benefited from Frank's services for over 20 years and recommend his services to everyone. Frank is praised for always putting clients first. Several reviewers consider Frank's services invaluable in planning their future. He has also significantly improved the financial status of numerous over-insured clients by aligning their insurance coverage with their needs. Many customers say that Frank's education and customer-first attitude make him an excellent financial professional. Reference is also made to RBC Financial's dedication to doing what's right for the client when presenting financial products and services. A majority of Frank's clients describe him as caring and not pushy, making him their trusted financial advisor for life.
 
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