Business Details
5 Years
experience
Your Trusted Financial Advisers in Nanaimo, BC
Irvine Financial is a client-focused financial advisory firm dedicated to delivering personalized, unbiased financial strategies. With over 25 years of combined industry experience, our team prioritizes building long-term relationships to deeply understand client goals and aspirations. We specialize in comprehensive wealth management, including financial planning, investment management, and insurance solutions tailored to individual circumstances. Our commitment to transparency and trust guides every recommendation, ensuring clients receive advice aligned with their best interests. Backed by extensive resources and partnerships with leading financial institutions, we provide ongoing education and specialized expertise to adapt to evolving market conditions.Regular portfolio reviews and a focus on life-stage planning enable clients to navigate financial challenges confidently. As fiduciaries, we uphold the highest ethical standards, maintaining undivided loyalty to clients through every decision. Our Certified Financial Planner professionals combine technical expertise with personalized service, empowering clients to achieve financial security for themselves and future generations.
Services
Financial Planning
Investments
Insurance
Retirement Planning
Estate Planning
Tax Planning
Mutual Funds
Life Insurance
Disability Insurance
Business Insurance
Details
- Year established: 2021
Highlights and features
- We offer 25+ years of combined experience in comprehensive financial planning.
- Our team provides personalized strategies tailored to individual life circumstances.
- We maintain undivided loyalty to clients as fiduciary advisors.
- Our Certified Financial Planner professionals combine technical expertise with ethical standards.
- We provide ongoing portfolio reviews and market-adaptive investment strategies.
Associations and certifications
- Certified Financial Planner Board of Standards
Services
Financial Planning
We develop comprehensive financial plans addressing retirement, estate, tax, and investment strategies. Our process begins with understanding your unique goals and risk tolerance. By combining market analysis with personalized advice, we create actionable roadmaps to achieve financial security across life stages.
Investments
Our investment strategies focus on diversified portfolios tailored to individual risk profiles. We offer access to mutual funds, TFSA, RRSP, and segregated funds through multiple providers. Regular performance reviews ensure your investments remain aligned with evolving financial objectives and market conditions.
Insurance
We provide life, disability, critical illness, and business insurance solutions to protect your assets. Our approach evaluates coverage needs based on family circumstances and financial obligations. We partner with major insurers to find policies that balance protection with affordability.
Retirement Planning
Our retirement planning service creates sustainable income streams for post-career life. We analyze government benefits, registered accounts, and tax implications to maximize retirement income. Regular updates ensure your plan adapts to changing regulations and personal circumstances.
Estate Planning
We help organize estate plans to ensure smooth asset transfer to beneficiaries. Our guidance covers wills, trusts, and tax-efficient strategies while coordinating with legal professionals. Periodic reviews maintain alignment with evolving family dynamics and legislative changes.
People
Ivan Vazquez
Financial Planner
Certified Financial Planner with 18 years of experience in insurance and investment advising. Holds an MBA and specializes in creating customized wealth management strategies for Canadian families and businesses.
Allison Haapala
Licensed Associate
Licensed Associate with 25+ years of financial administration experience. Supports client service delivery while managing operational aspects of financial transactions and account management processes.
Questions
What financial services do you specialize in?
We specialize in comprehensive financial planning, investment management, insurance solutions, retirement planning, and estate planning tailored to individual client needs.
How do you work with clients?
We begin with a consultation to understand your goals, then create personalized strategies. Regular reviews ensure your plan adapts to life changes and market conditions.
Are you licensed to provide financial advice?
Yes, our advisors hold Certified Financial Planner designations and are licensed through Worldsource Financial Management Inc.
How are you compensated for your services?
We disclose all compensation methods upfront, which may include commissions, management fees, or hourly consultation rates depending on the service.
Do you serve clients outside Nanaimo?
While based in Nanaimo, we work with clients throughout British Columbia using secure digital communication tools.
Can you help with existing investment portfolios?
Yes, we offer portfolio reviews and can recommend adjustments or alternative strategies to better align with your financial goals.
Reviews (2)
Justin Hesketh
Jul 04, 2019
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Don and his team have helped me with my investing over the past 2 years and I honestly have never been happier with the outcome! after previous bad experiences I'm glad I was pointed in this direction!
Jesus Diedforyou
Nov 10, 2018
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I moved north. However, when I was later leaving nursing, I went through a financial crisis. I contacted their office explaining the situation and asked what my options were. I was told I had one month's grace on payments. When their company withdrew the payment anyways, from my thinly spread bank account, it created a domino effect on the automatic withdrawals that were meant to be covered by the funds therein. The result was an enormous cascade of bank fees at the worst possible time. I then contacted their office again in order to cancel automatic withdrawals from them, which was done. After
