Phone: (250) 585-0377


P: (250) 585-0377

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The Irvine Financial Commitment

At Irvine Financial it is our top priority to service the best interests of our clients. We strive to do so by providing quality, unbiased, and trustworthy advice to assist in achieving personal financial goals. We endeavor to go above and beyond all expectations in terms of service and advice in an effort to grow and protect the wealth of our clients for themselves and future generations.

Who Is Irvine Financial?

Irvine Financial has the expertise and skills to help clients at all stages of life. Whether you are a retiree living off a life of hard work, a young investor just starting a portfolio, or anyone in between we have quality advice to help grow your wealth in a tax and cost efficient manner. Regardless of your position in life, sound financial advice from Irvine Financial can help you reach your personal and financial goals.

Some of the services provided by Irvine Financial include, but are not limited to: estate planning, retirement planning, wealth accumulation, and income protection (refer to the “Services” tab for more information). The services we provide are typically of a large corporation, but at Irvine Financial we pride ourselves on creating close client relationships with a personal touch.

To ensure its clients benefit from extensive quality products, services and resources, Irvine Financial maintains working relationships with leading financial institutions. To learn more about what your advisor can do for you, click on your advisor’s introduction on the “About Irvine Financial” link.

CLICK HERE to read the Worldsource Financial Management Investor Privacy Policy (opens new window)

Get in Touch!

Irvine Financial

4553 Uplands Dr.

Nanaimo, BC, V9T 6M8

TollFree: 1-877-508-2288

T: (250) 585-0377

F: (250) 585-0378



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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) 585-0377 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.