I am Kaven, and perhaps even Your Friend With Benefits. I’m the main broker of record for this company. If you know me, you’ll know I’ve always liked my own ideas. I’d like to think I’m pretty creative. I apply a considerable amount of effort to service my clients. And I’d like to use this opportunity to thank every single person that dedicated the time to meet with me and even elect me as their representative.
During my second year of study at George Brown College, I had the opportunity to act as an Assistant Financial Advisor to Kaven Kafshbarghi, Advisor at Sun Life Financial. I learned critical skills and I gained tremendous experience from working together with Kaven which has proved to be beneficial in opening new doors for my future career path.
The position taught me to focus on a high standard of customer care, key sales techniques and detailed characteristics of various financial and insurance solutions.
I enjoyed the diverse projects that Kaven and I worked on as I acquired the analytical knowledge and understanding of what it is like to be a Financial Advisor. Through this cooperative, my sales skills improved exponentially and I have sharpened my confidence and knowledge in all manner of products.
Working with Kaven was the catalyst to being awarded the CIBC Financial Services Scholarship while attending George Brown. This distinction in addition to having Kaven’s reference afforded me the edge I needed after graduation to acquire an immediate position of employment in the financial services sector.
The skills I learned and the experience I have gained through working with Kaven have been invaluable. I highly recommend working with Kaven to any student wanting hands on training and to gain the necessary experience to get their foot in the door like I did.
Professional, resourceful and reliable
Just met Kaven, and he was very keen to look at how his clients would benefit from our offering.. but he was tough with the questioning in order to satisfy himself in choosing whether to offer us to his client!