Business Details
7 Years
experience
Your Trusted Insurance & Investment Partner in Victoria, BC
At InsureBizz Financial, we specialize in delivering tailored insurance and investment solutions designed to meet the unique needs of individuals and businesses. With over 25 years of industry experience, our team leverages products from 25+ top-rated Canadian financial institutions to create strategies that address both personal and corporate financial goals. Our president, Alex Akhavan, brings a distinguished background as a 16+ year member of the Million Dollar Round Table and former top producer for RBC Insurance, ensuring clients receive expert guidance in corporate tax-saving strategies and permanent insurance solutions.We serve clients across British Columbia's Lower Mainland and Vancouver Island through in-person meetings, phone consultations, and virtual platforms. Our commitment to personalized service is demonstrated through our track record of helping clients optimize retirement planning, implement critical illness coverage, and establish business protection mechanisms while maintaining strict adherence to ethical standards and client education.
Services
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Critical Illness Insurance
Retirement Planning
Visitors to Canada Insurance
Group Insurance
Disability Income Protection
Estate Planning
Business Overhead Expense
Details
- Year established: 2019
Highlights and features
- We offer access to insurance products from 25+ top-rated Canadian financial institutions
- Our team has over 30 years of combined experience in insurance and investment solutions
- We provide personalized strategies tailored to your unique business and personal needs
- We serve clients in-person, by phone, or via Skype across British Columbia
- Our president has been a top producer for RBC Insurance for 18 consecutive years
What people say
Personalized service
Tax-saving strategies
Prompt assistance
Best insurance advisor
Professional and timely
Services
Term Life Insurance
Affordable term life insurance solutions that protect your family's financial future. We offer flexible coverage options from Term 10 to Term 100 plans, allowing clients to choose the right protection period based on their specific needs and budget while ensuring comprehensive death benefit coverage.
Retirement Planning
Comprehensive retirement planning services that integrate tax-efficient investment strategies with insurance products. Our approach combines RRSPs, TFSAs, and segregated funds with permanent life insurance policies to create sustainable income streams while minimizing tax liabilities for both personal and corporate clients.
Corporate Insured Retirement Plans
Specialized corporate retirement strategies that leverage permanent life insurance policies as collateral for tax-deductible loans. This innovative approach allows business owners to access corporate funds tax-free during retirement while maintaining a legacy for beneficiaries through the insurance payout at death.
Visitors to Canada Insurance
Comprehensive medical coverage for visitors to Canada, including Super Visa applicants. Our plans provide essential protection against unexpected medical expenses, offering peace of mind for families hosting international visitors while meeting Canadian immigration requirements for extended stays.
Estate Planning
Strategic estate planning services that ensure seamless wealth transfer to beneficiaries. Using hybrid life insurance products and trust arrangements, we help clients minimize probate fees, protect assets from creditors, and create lasting legacies for family members or charitable organizations.
People
Alex Akhavan
President and Senior Executive Insurance/Financial Advisor
With over 30 years in financial services, Alex Akhavan is a 16+ year Million Dollar Round Table qualifier and former top producer for RBC Insurance. He specializes in corporate tax strategies and has earned multiple National Quality Awards while maintaining membership in leading industry associations.
Questions
What insurance products do you specialize in?
We specialize in life insurance solutions including term, whole, and universal life policies, along with critical illness coverage, disability protection, and corporate insurance products.
How can business owners benefit from your services?
Business owners access specialized solutions like Corporate Insured Retirement Plans, key person protection, and business overhead expense coverage to optimize tax efficiency and protect business interests.
Do you serve clients outside Victoria?
Yes, we serve clients throughout British Columbia's Lower Mainland and Vancouver Island via in-person meetings, phone consultations, and virtual platforms.
What investment options do you offer?
We provide RRSPs, TFSAs, RESPs, segregated funds, and annuities, integrating these with insurance products to create comprehensive wealth-building and protection strategies.
How do you help with retirement planning?
We combine tax-efficient investment vehicles with permanent life insurance policies to create sustainable retirement income streams while ensuring legacy protection for beneficiaries.
What sets your firm apart from other advisors?
Our unique approach combines decades of experience with access to 25+ top-rated insurance providers, ensuring customized solutions that balance protection and wealth-building objectives.
Reviews (4)
Connie Pearce
Sep 02, 2021
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Alex is a wealth of knowledge when it comes to your insurance and investment needs. I first met Alex about 15 years ago and I am very pleased with the personal care he provides to his clients. He is quick to respond to messages or requests and takes the time to explain if you dont understand something (and I have had a lot of questions over the years!). Alex is a very pleasant and personable professional and I would highly recommend you connect with him if you are considering any investments in the future.
L.
Jul 19, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Alex is a trustworthy, efficient, and very polite professional in whom I have trusted for more than ten years. Thank you, Alex!
Alex is a trustworthy, efficient, and very polite professional in whom I have trusted for more than ten years. Thank you, Alex!
Angelee Knudsen
Jul 12, 2021
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Positive:Professionalism,Quality,Responsiveness
We have dealt with Alex for a long time and he is wonderful. He always takes the time to explain all the options and repeats them as often as I need. He is very quick to respond to any questions I have and is always pleasant and positive. I recommend him to anyone looking for insurance options.
We have dealt with Alex for a long time and he is wonderful. He always takes the time to explain all the options and repeats them as often as I need. He is very quick to respond to any questions I have and is always pleasant and positive. I recommend him to anyone looking for insurance options.
Gayle Hinkley
Oct 03, 2020
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Positive:Professionalism
I have been dealing with Alex for all my personal and business Insurance and Savings accounts for well over 12 years. He is very knowledgeable and professional. He has been in the industry and community for many years and is very accomodating around my schedule. I highly recommend his services.
I have been dealing with Alex for all my personal and business Insurance and Savings accounts for well over 12 years. He is very knowledgeable and professional. He has been in the industry and community for many years and is very accomodating around my schedule. I highly recommend his services.
