Phone: (250) 390-4795

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P: (250) 390-4795
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Extensive Resources

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.

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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.