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Mohsen Davan logo logo
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Mohsen Davan

1075 West Georgia Street, Vancouver, BC

(9)
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About

I maintain contracts with numerous banks, insurance firms, and investment companies in North America. Following the education of my clients, I proceed to explore and evaluate which among these companies are the most fitting for their needs.

3 hires on Bark

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Reviews (9)

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5/5

9 customer reviews

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24 March 2024

Financial Advisors

Mohsen is exceptional! He’s very professional and knowledgeable. He assisted us in the right direction to our financial needs. We discovered a lot from his expertise. We highly recommend him! More...

Mohsen Davan
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Reply from Mohsen Davan

Dear Bernadette and Wilfredo, Thank you for your wonderful review! I'm delighted to hear that you found my assistance helpful and insightful. It was a pleasure working with you both. Best regards, Mohsen

18 March 2024

I would like to share my experience with Mohsen. Mohsen being an incredible advisor and listener. He constantly helped me put things into perspective and prepared me for great things in the future. Thank you Mohsen

Mohsen Davan
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Reply from Mohsen Davan

Dear Farinaz, Thank you for your wonderful review. It was a pleasure working with you and your family. I'm glad I could assist in providing guidance and support to all of you as you navigated through your goals and aspirations. Your appreciation means a lot to me, and I'm thrilled to have been able to contribute positively to your collective journey. Please feel free to reach out if there's anything else I can assist you and your family with in the future. Warm regards. Mohsen,

9 March 2024

Was very knowledgeable and responsive to my questions

Mohsen Davan
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Reply from Mohsen Davan

Dear Megan, Thank you for your feedback! I'm glad I could be of assistance and answer your questions. If you have any more inquiries or need further assistance, feel free to reach out anytime. Best regards, Mohsen

9 March 2024

Mohsen has helped us achieve our financial goals by listening and understanding our needs and analyzing the situation and providing the best advice.

Always responsive,professional, up to date with latest market trends. We really appreciate working with Mohsen.
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Mohsen Davan
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Reply from Mohsen Davan

Dear Arshia, Thank you so much for your incredibly kind words! I'm truly humbled by your review and grateful for the opportunity to assist you in achieving your financial goals. It's been a pleasure working with you and understanding your needs. Your trust and confidence mean a lot to me, and I'm glad to hear that you appreciate my responsiveness, professionalism, and commitment to staying updated with the latest market trends. I look forward to continuing our partnership and helping you navigate your financial journey. Please don't hesitate to reach out if you need anything at all. Warm regards, Mohsen

verified
29 January 2024

Financial Advisors

Mohsen was professional and punctual the entire time and wanted to provide the best possible financial advice for my partner and I based on our situation.

Mohsen Davan
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Reply from Mohsen Davan

Thank you for your feedback Mike! It was a pleasure assisting you and your partner with financial advice. I'm glad to hear you were satisfied with the service. Feel free to reach out anytime for further assistance.

verified
17 January 2024

Financial Advisors

Mohsen Davan was nothing other than a great experience for me! After I initially reached out to him for guidance and advise, He contacted me in a very timely manner and arranged a meeting with me to discuss my wishes and concerns. the meeting was very simple ,convenient and private. I didn’t even have to leave my home! Over Zoom,Mohsen listened to me, then explained the best options for me to explore, and contemplate.after I had made my choice, acting and relying totally upon his advice and knowledge,. He completed all the paperwork! All that had to do was review and sign.
I am very pleased with his professionalism,knowledge and most importantly the results that I am seeing as a result of Mohsen’s service and guidance. I am very grateful for his help 😁
I would recommend requesting him by name!
Thank you Mohsen🙏🏾
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Mohsen Davan
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Reply from Mohsen Davan

Thank you so much for your kind words Robert! I'm delighted to hear that you had a positive experience working with me. It was my pleasure to assist you in navigating through your wishes and concerns, and I'm thrilled to see the positive results that have come from our collaboration. I'm glad the process was simple, convenient, and tailored to your needs, especially with the virtual meeting over Zoom. Your satisfaction is my top priority, and I'm grateful for the opportunity to guide you through the process. If you ever have more questions or need assistance in the future, please don't hesitate to reach out. Your feedback is greatly appreciated, and I'm here to help whenever you need it. Thank you again for choosing my services! Best regards, Mohsen

1 September 2023

Our partnership with Mohsen has been an absolute success story for both our clients and us at Avrio Accounting Solutions Inc. His expertise in financial advising has seamlessly complemented our accounting services, creating a well-rounded solution for our clients' financial needs.

Mohsen demonstrates an impressive ability to understand clients' unique situations and provide tailored financial strategies that perfectly align with their goals. This level of personalized attention and dedication resonates with our clients and strengthens our referral relationship.

The coordination between our teams has been exceptional, ensuring that our clients receive cohesive advice that addresses various aspects of their financial well-being. The collaboration has not only enhanced our clients' financial outcomes but has also deepened their understanding of the intricate connection between accounting and financial planning.

Our clients' positive feedback about Mohsen reflects the high level of trust and professionalism they bring to the partnership. We confidently refer clients to Mohsen knowing they will receive top-tier financial guidance that complements the exceptional service standards of Avrio Accounting Solutions Inc.

In sum, our collaboration with Mohsen has exceeded expectations. If you're seeking a financial advisor who understands the bigger financial picture and can seamlessly work in tandem with accounting services, Mohsen is an excellent choice. We look forward to continuing our successful partnership and achieving even greater financial success for our clients together.
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Mohsen Davan
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Reply from Mohsen Davan

Your review truly resonates with us! Collaborating with Avrio Accounting Solutions Inc. has been an enriching experience. The synergy between our financial advising and your accounting expertise has elevated the level of service we offer to our clients. The coordinated approach between our teams has undoubtedly strengthened our clients' financial strategies. Your trust in referring clients to us further fuels our commitment to delivering top-notch financial guidance that aligns seamlessly with Avrio's exceptional standards. Looking forward to continued success together! Best regards,

31 August 2023

Mohsen is simply exceptional. His financial expertise, personalized approach, and transparent guidance have been invaluable. With his help, my investments have thrived, even in challenging times. Highly recommend! More...

Mohsen Davan
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Reply from Mohsen Davan

Thank you for entrusting me with your financial needs and for taking the time to share your experience. Should you require further assistance down the road, don't hesitate to reach out. Your satisfaction drives me to provide the best service possible. Wishing you continued financial success and security! Warm regards, Mohsen,

31 August 2023

Impressed by Mohsen's expertise and personalized guidance. They've transformed my financial journey, delivering results even when the market was uncertain. Highly satisfied with his service and highly recommend him! More...

Mohsen Davan
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Reply from Mohsen Davan

I'm thrilled to read your positive review of the financial services I provided. It was a pleasure working with you, and I'm delighted to know that I could assist you effectively. Your satisfaction is truly rewarding, and I'm here for any future financial needs you might have. Thank you for choosing me as your financial services provider and for your kind words. Looking forward to continuing our successful partnership! Best regards, Mohsen,

Q&As

What resonates with me about our mission is the commitment to leave no family left behind. I am dedicated to assisting all individuals in achieving their financial objectives, irrespective of other factors.

The driving force behind my initiation is the worth I contribute to my clients, coupled with the limitless potential to assist a broader audience in this field.

Clients opt for my services primarily because they receive comprehensive financial education before any advice is provided. My impartiality towards any specific company allows me to explore various options to secure the best fit for them. It's important to note that these services are complimentary, as my compensation comes directly from the companies I am affiliated with.

Indeed, I maintain a physical office in Vancouver where in-person meetings can take place. Additionally, I offer the flexibility of virtual meetings via Zoom.

I offer the flexibility of virtual meetings via Zoom.

Services

I possess a range of options for mutual funds, segregated funds, and GICs. Depending on your financial objectives, I will assist you in determining the most appropriate choice for your situation.

Have access to life insurance, critical illness insurance, disability coverage, and group plans. I can complimentary compare your current insurance to determine if there are better options available.

A tax-saving strategy utilizing insurance to assist business owners in reducing taxes on their company's retained earnings.