Phone: (250) 390-4795

Email:  

P: (250) 390-4795
E:

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When it comes to assessing a client’s financial needs, specific services and products may be incorporated in order to achieve the client’s desired objectives. In reaching the desired objective, a selection of the items listed below may be used. Upon completing a customized needs analysis, a Financial Advisor will be able to determine the right services and products required to meet a client’s individual goals. Be sure to contact your Financial Advisor to find out what products and services are most suitable for you.

Click on any of the Service or Product names below to read a brief explanation of that item.

Services

Retirement Planning  
Wealth Accumulation  
Estate Planning  
Risk Management Plans  
Employee Benefit Plans  
Business Continuation Plans  
Charitable Giving Plans  
Education Savings Plans  

Registered Plans & Products

Mutual Funds  
Tax Free Savings Accounts (TFSA)  
Registered Retirement Savings Plans (RRSP)  
Life Income Funds (LIF)  
Registered Retirement Income Funds (RRIF)  
Registered Education Savings Plan (RESP)  
Guaranteed Investment Certificate (GIC)  
Segregated Funds  
Annuities  
Life Insurance  
Mortgage Insurance  
Disability Insurance  
Business and Key Person Insurance  
Critical Illness Insurance  
Group Pension RRSP and Insurance  



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

Join our Newsletter

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.