Phone: (250) 390-4795

Email:  

P: (250) 390-4795
E:

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When developing a personalized portfolio a variety of services may be required in addition to your Registered Plans and Products. This is why I have built a solid referral network to assist in achieving the clients financial needs. Below is a list of some referral services that I have access to.

Financial Planning
Tax Planning
Mortgage Broker


We can facilitate access to all of these services. If you would like to obtain more information please contact us at (250) 390-4795 and we will arrange a referral.

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.