Fahimeh Sarvestani

Examiner
DISC Type : sc

Chief Executive Officer at Colony Affiliates Inc.

Richmond Hill, Ontario, Canada

Overview

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.

Personality Overview

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.

Topics They Care 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.
Women's Empowerment
Actively involved in EmpowHer Experior, an initiative for women in her company to connect, grow, and "own their voice, " reflecting a passion for female leadership.

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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Work History

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

Education

2000 - 2002
ECE Diploma from Seneca College
9-2007 - 3-2008
Diploma of Education from Sheridan College

More Information

Social Presence :

Prographics :

Exp : 29 Location : Richmond Hill, Ontario, Canada Job Level : Leadership Designation : Chief Executive Officer at Colony Affiliates Inc.
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Insights For Selling To Fahimeh

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Fahimeh is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Fahimeh

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Fahimeh move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Fahimeh take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Fahimeh

Personality Compatibility


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