1. Royale Financial Group subsidiary company of Royale British Columbia Financial Inc Private Client Investment & Insurance Services Company
CORPORATE HEAD OFFICE West Pender St, Vancouver, BC V6E 3S Tel: Fax:
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Copyright 2017 Royale Financial Group, subsidiary company of Royale British Columbia Financial Inc: All Rights Reserved

2. Royale Financial Group subsidiary company of Royale British Columbia Financial Inc Private Client Investment & Insurance Services Company
WHO WE ARE
Royale Financial Group is a British Columbia based company licenced in BC and Alberta. RFG's seasoned
and well respected professional management, provides specialized Insurance Investment solutions
considered the best in the industry, that delivers effective results, providing liquidity, significant tax
advantages, long term growth, flexibility and peace of mind.
OUR VISION
 To make Royale Financial Group your very best choice when deciding on important Investment Insurance
solutions that impact you personally or your business or both.
OUR VALUES
We are responsible, accountable, respectful, effective, efficient insurance investment professionals
We promote honesty, integrity, and openness in all we do
We encourage out of the box thinking but maintain a posture of reasonableness and understanding
We foster trusted relationships based on confidentiality, credibility, conduct and cooperation
OUR RESULTS
SATISFIED CLIENTS

3. Royale Financial Group subsidiary company of Royale British Columbia Financial Inc Private Client Investment & Insurance Services Company
OUR APPROACH
Our Strength is, we pour every ounce of effort we have into developing, implementing,
and monitoring strategies that will help our clients:
Strategically GROW their money.
Help PROTECT the purpose of their money.
REDUCE the impact of taxes on their money.
Position assets to have ACCESS to money when needed.
Have more money RETAINED and UTILIZED throughout their lifetime.
Shift more money into their CONTROL.
OUR PROCESS
PHASE I: DISCOVERY
At our initial meeting where we get to know one another. We focus on what your specific needs are and
identify the purpose of your savings and investment capital requirements are.
PHASE II: STRATEGY
The objective of this stage is to work alongside you to develop an effective cash flow strategy that is custom
tailored to meet the unique needs of each client. This approach is designed to ensure money is available when you
need it and outline your short and long range saving and investment goals

4. Royale Financial Group subsidiary company of Royale British Columbia Financial Inc Private Client Investment & Insurance Services Company
PHASE III: IMPLEMENTATION
The goal of this phase is to successfully review and implement your strategy design. By means of
continuous communication and an experienced staff, we strive to make this process quick and easy for you.
PHASE IV: MEASURING AND MONITORING
Through our ongoing education and annual review process, we measure and monitor our client’s progress to ensure your strategy design is kept up to date and in line with our client’s goals. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we are always adapting to your needs and to the demands of an ever-changing economy.

5. COMPREHENSIVE GROUP INSURANCE PROGRAM IFA INSURANCE INVESTMENT PROGRAM
Royale Financial Group subsidiary company of Royale British Columbia Financial Inc Private Client Investment & Insurance Services Company
OUR SOLUTIONS
Royale Financial Group's solutions provide you, the client, only the very best and can compete against an Investment Insurance program existing today. Our expertise in customizing and tailoring a wide range of program within our solution set, sets us apart from the industry. Please feel free to request a complete overview of any one of our solutions in PDF format.
SOLUTIONS WE OFFER
COMPREHENSIVE CRITICAL ILLNESS PROGRAM COMPREHENSIVE DISABILITY PROGRAM
COMPREHENSIVE GROUP INSURANCE PROGRAM IFA INSURANCE INVESTMENT PROGRAM
SEGREGATED INVESTMENT FUNDS PROGRAM INDEPENDENT PRIVATIZED Lending/Financing PROGRAM
 INSURANCE DIVIDEND INVESTMENT PROGRAM SMLB FINANCIAL & IT CONSULTING SERVICES

6. RELEASE DATE: Summer of 2018
Royale Financial Group subsidiary company of Royale British Columbia Financial Inc Private Client Investment & Insurance Services Company
RELEASE DATE: Summer of 2018
Coming Soon our Secure Client Insurance Investment Portal
As a client you will soon be able to manage your Insurance Investment Portfolio through our highly secure portal. Some of the features include in the portal are:
Your Client Portal will allow you to establish your own pass code and remain totally anonymous while you build and input data into it. Your portfolio of information is always available for updating and access, but your name and general client information will never be exposed. Available to RFG Clients only.

7. Royale Financial Group subsidiary company of Royale British Columbia Financial Inc Private Client Investment & Insurance Services Company
CORPORATE HEAD OFFICE
West Pender St, Vancouver, BC V6E 3S5
Tel: Fax:
Mehran (AJ) Taghvai, MDRT Senior Financial & Insurance Advisor
Roy C Lachance, Senior Director Business & Client Development
Gary Barker, CFP, CLU Senior Advisor
Kate VanDoorne, BA, PMP Senior Director & Advisor IT Consulting Services