Phone: (250) 390-4795

Email:  

P: (250) 390-4795
E:

Latest News

Monday Morning Quarterback - August 14th

MARKET NEWS

Canada

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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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Independence
At Irvine Financial we are not restricted to any one product provider’s resources, allowing us to offer a wide variety of registered plans and products. We can ensure you receive the best investment product to suit your unique needs regardless of the company it is placed with.

Financial Advice
Registered plans and investment products are easily customizable to meet our client’s unique financial needs. In addition to investments, a client’s portfolio can include a selection of any items listed below. At Irvine Financial we are able to evaluate a client’s specific needs and create a customized combination of products and services to produce a uniquely tailored portfolio. Be sure to contact your Financial Advisor to find out what products are most suitable for you.


Registered Plans and 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

Worldsource Financial Management Inc., sponsoring mutual find dealer. Commission, trailing commission, management fees and expenses all may be associated with mutual fund investments. Please read the prospects before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Additional products and services provided through Irvine Financial



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.