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Review Keywords Analysis

CA / BC / Victoria
Royale British Columbia Financial Inc photo
Royale British Columbia Financial Inc photo
Royale British Columbia Financial Inc photo
Royale British Columbia Financial Inc photo
Royale British Columbia Financial Inc photo

Royale British Columbia Financial Inc

Address: 3994 Shelbourne St #205, Victoria, BC V8N 3E2, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
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

What people love

From reviews
Responsive service Knowledgeable staff Personalized advice Long-term client Easy to work with Fair pricing Proactive guidance Flexible options Expertise in insurance Clear communication

About this business

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.)

Reviews Summary

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.

Frequently asked questions

7 questions
What do Royale British Columbia Financial Inc clients say about the work?
Clients frequently praise Frank Akhavan for his professionalism, responsiveness, and ability to simplify complex financial concepts. Many appreciate his tailored approach to financial planning and investment advice, highlighting his commitment to their long-term goals.
Does Royale British Columbia Financial Inc provide estate planning services, and how do clients feel about them?
Yes, they offer estate planning services, including will preparation and trust setup. Clients have expressed satisfaction with the thoughtful guidance provided, especially in developing comprehensive life insurance strategies for estate planning.
Can I get a financial planning session with Frank Akhavan, and what do customers say about it?
Yes, you can schedule a financial planning session. Reviewers have noted that Frank is easy to work with and provides clear guidance throughout the process, making it a valuable experience for both new and existing clients.
What services does Royale British Columbia Financial Inc offer?
They provide a range of services including Financial Planning (Comprehensive Financial Analysis, Retirement Planning, Debt Management Guidance), Investment Advisory (Portfolio Review, Investment Strategy Development, Market Analysis), Life Insurance Services (Term Life Insurance, Whole Life Insurance, Critical Illness Insurance), Estate Planning (Will Preparation, Trust Setup, Estate Strategy Consultation), and Insurance Consultation (Personal Insurance Review, Business Insurance Assessment, Insurance Product Comparison).
What are the business hours for Royale British Columbia Financial Inc?
Their hours are as follows: Monday: 9:00 AM - 5:30 PM | Tuesday: 9:00 AM - 5:30 PM | Wednesday: 9:00 AM - 5:30 PM | Thursday: 9:00 AM - 5:30 PM | Friday: 9:00 AM - 5:30 PM | Saturday: Closed | Sunday: Closed.
How does Royale British Columbia Financial Inc approach investment advisory services?
They focus on personalized investment strategies, offering services like portfolio reviews and market analysis. Clients have highlighted Frank's ability to explain investment options clearly, making the process accessible for both beginners and seasoned investors.
Where is Royale British Columbia Financial Inc located?
3994 Shelbourne St #205, Victoria, BC V8N 3E2, Canada

Location & directions

Victoria, British Columbia
Royale British Columbia Financial Inc
Wealth Management Companies
Address
3994 Shelbourne St #205, Victoria, BC V8N 3E2, Canada
Hours
Closed Now
Royale British Columbia Financial Inc Reviews · 4.5 average
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