For wherever your life takes you – Canada Life

 

 

Abdollah Safavi

Financial Security Advisor
Investment Representative

      

How we help

As you build your life, career, and family, the stress of managing your finances can make you anxious and pull you away from your focus.

It doesn’t have to be that way. With a team of experienced financial advisor support, I can help you control your finances effectively so you can focus on doing the things you love.

And remember that your wealth can do a lot more than just pay for your everyday expenses and holidays.

Who I help

I have a holistic approach to personal wealth and business growth. So no matter if you're an individual or a corporation, I'm ready to serve.

 

Individuals

We help you grow, protect, and preserve your wealth with comprehensive, personalized wealth management services. Your prosperity is our priority, and we strive to help you plan for all aspects of financial success

 

Business Owners

We help you grow, protect, and preserve your wealth with comprehensive, personalized wealth management services. Your prosperity is our priority, and we strive to help you plan for all aspects of financial success

What's Our Process?

1. Book an appointment

Start your financial journey by talking with an advisor at Prosperity. We can set up an appointment over a phone or in person. It’s free of charge.

2. First consultation

We’ll ask you some questions to discover your situation and needs. Then, we’ll tell you how we can help you overcome your challenges. You can question us too.

3. Financial planning

We show you a personalized action plan and quote our fees. This plan is designed specially for you, and it can be modified according to your suggestions.

4. Implement the plan

We start working on your financial challenges within the timeline we agree on. We also offer ongoing services depending on your circumstances.

Recent posts

Socially responsible investing

Oct 22, 2021 - Canada Life

You’re passionate about social and environmental issues and you want your investment portfolio to match your values....

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Free workplace mental health resources from Canada Life

Oct 15, 2021 - Canada Life

Since 2007, through Workplace Strategies for Mental Health, Canada Life has provided evidence- and practice-based tools and resources to all Canadians, at no cost....

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The benefits of responsible investing

Oct 01, 2021 - Canada Life

Across Canada, investors are looking to use the power of their portfolios by choosing investments that not only provide strong returns, but also help make a positive difference to society...

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Mohammad Nadi

Full-stack Developer at Globvision

"It was awesome! Thank you Abdollah for helping us take a right decision on life insurance ''

Mélodie Clément

Mutual Fund Representative at Botica

''Je recommande fortement Abdollah ! Il a une grande écoute , il est très professionnel et attentionné.''

Farbod Davari

Management Consultant

''Abdollah is one of the most knowledgeable professional Financial Security Advisor and Investment Representative. I had the opportunity to know him for five years. Abdollah is very committed to his work. He always helps his customers select the best quality product without jeopardising deadlines. Abdollah is a very dependable person and cares very much about the quality of his work.''