Fahimeh Sarvestani in

Fahimeh Sarvestani

Examiner · DISC type sc
Chief Executive Officer at Colony Affiliates Inc.
📍 Richmond Hill, Ontario, Canada

Fahimeh Sarvestani is an Insurance and Retirement Strategist specializing in wealth preservation for medical professionals and high-net-worth individuals. As CEO of Colony Affiliates Inc. and an Executive Director at Experior Financial Group, she focuses on delivering customized, tax-efficient financial solutions. She is a graduate of Seneca College and Sheridan College.

Fahimeh is a passionate advocate for female empowerment within the financial industry. She is an active participant in EmpowHer Experior, a professional group dedicated to helping women connect, grow their careers, and strengthen their leadership voice. Clients describe her as dedicated, caring, and professional.

She recently achieved Gold Legacy Ownership status at Experior Financial Group, a significant career milestone recognizing her success in serving over 1, 400 clients and building a large team.

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Experience
29 Years
Current Role
Chief Executive Officer
Job Level
Leadership
Location
Richmond Hill, Ontario, Canada
Personality Overview

How Fahimeh shows up

Unexpressive
Late Adopter
Status Quo Seeker

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Priorities

Topics Fahimeh cares about

Estate Planning
Frequently promotes and hosts educational webinars on estate and corporate protection planning, focusing on the strategic use of insurance to build financial legacies.
Retirement Strategies
Her practice is centered on creating insurance and retirement solutions specifically for physicians, with a focus on risk management and long-term financial stability.
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Career

Work history

1-2024
Chief Executive Officer
Colony Affiliates Inc.
9-2021
Executive Director
Experior Financial Group
9-2007 - 9-2021
SENIOR MARKETING DIRECTOR
World Financial Group (WFG)
9-2006 - 1-2023
Mutual Fund Representative
World Financial Group (WFG)
5-1996 - 8-2009
Teacher
Private school
In the press

Media appearances

Fahimeh Sarvestani & Paul Cote, Gold Legacy Owners!. Featured in Experior Financial Group
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Fahimeh Sarvestani and Paul Cote, Shareholders in Canada. Featured in Experior Financial Group
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Education
2000 - 2002
ECE Diploma
Seneca College
9-2007 - 3-2008
Diploma of Education
Sheridan College
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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