Your wealth advisors and insurance specialists
Learn about Irvine Financial
Continually earning your trust by exemplifying the highest standards of wealth management and by investing your family’s money as we do our own family’s.
Our skills, knowledge, and experience in the financial industry are unparalleled, with more than 25 years of experience. Irvine Financial constantly keeps abreast to the ever-changing nature of the industry making our clients’ financial journey smooth and objectives attainable.
Our objective is to get to know “you” as a person, rather than just you as a “client”. A more personal relationship provides a complete understanding of your goals and aspirations. As we learn more about you and your family personally we can tailor your financial plan to be more individualized and thorough. In meeting our clients' financial needs we develop a personalized portfolio based on their current circumstances, financial means, and risk tolerance. We take time to conduct regular reviews with our clients in order to keep current with any of life’s major changes. Our ongoing reviews also allow the opportunity to make the necessary changes to our clients’ portfolio in order to maximize their ability to reach their financial goals.
Personalized financial plans 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.
We will always keep your best interests at heart by providing quality, unbiased and trustworthy advice to assist you in achieving your personal financial objectives. We will continue to strive to exceed your expectations in terms of service and advice, to contribute to your well being, and to help you grow and protect wealth for you, your family and future generations.
Phone: (250)585-0377
Email: don@irvinefinancial.com
Donald Irvine’s involvement in the financial industry began in 1988. It was in 1996 that Donald started his own firm, Irvine Financial. Since the beginning, it has been his dedication to building relationships with his clients, providing personalized quality services, that has set him apart and exceeds most expectations.
Donald has been the recipient of many of the industry's top achievement awards. To name a few; he is a life member of the Million Dollar Round Table (MDRT), the President's Club, and the Court of the Table which is the Premier Association of Financial Professionals. Donald has also been acknowledged by Worldsource Financial Management Inc. (Donald's mutual fund dealer) as one of WFM's top achievers in Canada.
On a more personal note, Donald was the past President of the Nanaimo Oceanside Rotary Club, and the Nanaimo District Hospital Foundation. He continues to be a member of several professional business groups that promote Nanaimo and Vancouver Island. Donald and his wife Fatima reside in North Nanaimo where they maintain an active life, and are involved in a variety of community focused functions.
Phone: (250)585-0377
Email: ivan@irvinefinancial.com
After several years of working as a professional musician, in 2006 Ivan began a career as a life insurance and investment advisor with a large Canadian Insurance company in Northern Ontario. Upon moving to British Columbia in 2008, Ivan worked in brokerage and banking and most recently, with a large Credit Union where he worked as a Financial Planner for seven years. Ivan holds a Bachelor of Music from the University of New Mexico, a Master of Music from the University of Notre Dame and a Master of Business Administration from the Monterrey Institute of Technology in Mexico. Ivan has held the Certified Financial Planner designation since 2009.
In his spare time, Ivan enjoys playing the Cello and cycling around the Cowichan Valley where he lives with his wife and three children.
Phone: (250)585-0377
Email: bj@irvinefinancial.com
BJ Estes joined Irvine Financial in 2009 as a Certified Life Insurance Broker. Since joining the team he has become an excellent life protection planner. Life insurance is an integral part of any financial plan and BJ excels at creating plans that fit clients' needs, while respecting affordability, in every situation. His product knowledge, personality, and charisma make him a pleasure to work with. Working with BJ assures experience, integrity, and safety in his advice and approach for planning the future. BJ’s ability invokes confidence as an insurance broker, and his personality makes him a strong asset to our team. Our hope is that you will enjoy working with BJ as much as we do!
Outside his work, BJ has been a resident of Nanaimo since 2000 and lives a very active community minded life with his beautiful young family. His wife Ruth and daughters Lyric and Londyn motivate him to be successful and driven in this business.
BJ Estes is associated with Irvine Financial only and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.
Phone: (250)585-0377
Email: fatima@irvinefinancial.com
Fatima joined Irvine Financial with 25 years’ experience in the medical profession, 17 years as an Insurance Medical Examiner. Fatima’s experience as an examiner provides a solid understanding of all types of Life related Insurance. Fatima completes the team at Irvine Financial with ability to multitask in every capacity of the business. Fatima’s biggest joy comes from implementation of the marketing and special events for Irvine Financial. Her eye for detail and her resourcefulness contributes greatly to Irvine Financial.
Fatima oversees all aspects of the day to day functioning, as the Operations Supervisor, and ensures smooth sailing in the sometimes bumpy seas of the economy. Fatima’s professionalism and her natural ability to interact with people fosters a sense of trust and ease when in our office. Her positive and exuberant personality makes our office an enjoyable place to work.
Away from the office Fatima maintains an active life with her husband Donald, residing in North Nanaimo. They too support and value many different community focused functions.
Phone: (250)585-0377
Email: allison@irvinefinancial.com
Allison joined Irvine Financial in February of 2015 as the Executive Assistant to CEO Donald Irvine. She brings over 25 years’ experience in bookkeeping, accounting and business administration to the team. Her experience combined with her education proves valuable to Donald and the firm as a whole. She continuously provides the highest level of excellence and proficiency in all her duties.
As Donald’s Executive Assistant, not only is Allison responsible for processing all financial transactions, but also all other duties required as Donald’s right hand person. Allison’s impeccable work ethic and exceptional customer service and professionalism make her a joy to work with daily.
Aside from her tasks at the firm, Allison is also an active member of the community, living in Nanaimo with her husband David and her two boys Caelin and Daegan.
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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.
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