Phone: (250) 390-4795

Email:  

P: (250) 390-4795
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Who is Irvine Financial?

Irvine Financial clientele consists of business owners and professionals of both small and large operations, in addition to retired and salary based individuals of all income levels.

Irvine Financial provides services such as Estate Planning, Retirement Planning, Wealth Accumulation, Income Protection and facilitates referrals for Financial Planning.

Irvine Financial maintains working relationships with various types of financial institutions for products in Investments, Life insurance and Banking, thus enabling to provide you with the products which suit your needs. We take on the responsibility of providing you with a choice of products that will help you reach your own personal financial objectives in the most cost effective way.


Irvine Financial's Commitment

We will always keep our clients’ best interests at heart by providing quality, unbiased and trustworthy advice to assist in achieving personal financial objectives. We will continue to strive to exceed our clients’ expectations in terms of service and advice, to contribute to our clients’ well being, and to help our clients grow and protect wealth for themselves and future generations.


Why Irvine Financial?

Unmatched Skill Set

grid 1aaaOur skills, knowledge, and experience in the financial industry are unparalleled, resulting in Irvine Financial being amongst one of the top producers within Worldsource Financial Management. Irvine Financial is extremely knowledgeable, with more than twenty years experience, and is constantly kept abreast to the ever changing nature of the industry. Our knowledge in financial advice and overall experience in the industry makes our clients’ financial journey smooth and objectives attainable.

Close Client Relations

grid 2Our objective is to get to know “you” as a person, rather than just you as a “client”. A more personal relationship provides a complete understanding of our clients’ goals and aspirations. As we learn more about a client’s person life we can tailor their financial needs to be more individualized and thorough. In meeting our clients' financial needs we develop a personalized allocation for our clients’ portfolio based on their current circumstance, financial means, and risk tolerance. We take time to conduct regular reviews with our clients in order to keep current with any of life’s major changes. Our ongoing reviews also allow the opportunity to make the necessary changes to our clients’ portfolio in order to maximize their ability to reach their financial goals.

Extensive Resources

grid 3aaa Personalized financial needs require consideration of multiple factors and attention to a client’s personal circumstance. Depending on a client’s financial position and personal goals their needs can be quite simple or it can be extremely complex. To ensure a client receives the best advice, in an industry with constantly changing policies and procedures, it is vital that we keep current in our knowledge to provide the most appropriate information. Our relationship with leading financial institutions provides us with extensive resources that offer us ongoing education and training. We also have access to specialists in particular fields, to ensure our clients’ needs are fully tended to. To learn more please contact your advisor.


Meet the Irvine Team...

Get in Touch!

Irvine Financial

4553 Uplands Dr.

Nanaimo, BC, V9T 6M8

TollFree: 1-877-508-2288

T: (250) 390-4795

F: (250) 585-0378

E:

W: www.IrvineFinancial.com

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Our clients regularly receive current information on the economy and other financial matters.

If you would like to receive such information, please call our office at (250) 390-4795 or send us an email at with “INCLUDE ME” in the subject line.

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Irvine Financial.