Phone: (250) 390-4795

Email:  

P: (250) 390-4795
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Monday Morning Quarterback - August 14th

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Canada

  • In July, housing starts rose 4.4% to 222K (from 213K in...

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10 simple money management tips

Knowing you have enough money to pay for what you want—today and in the...

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Our 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.

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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.