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I find the following helpful regarding general information about knowing yourself, working with an advisor, & protecting yourself against fraud. Should you have any questions, please don't hesitate to contact me.

Know Yourself: This link takes you to investright.org. It provides thoughts on helping you understand your Current financial status, Goals, Risk profile, and Investment Plan.

Working with an Advisor: This link takes you to investright.org. It provides information on working with an advisor and the Relationship, Choices, Decisions, and more.

The Financial Planning Process: This link takes you to FPSC (Financial Planning Standards Council). This page provides information on what the Financial Planning Process looks like and what you can expect from a CFP (Certified Financial Planner) professional.

Investor Protection & Avoiding Fraud: This link takes you to investright.org. It provides information on Avoiding investment fraud, Fraud among friends, Investment scams, Investor alerts, and Scam warning signs.

Avoiding Fraud: This link takes you to CSA (Canadian Securities Administrator). It provides information on Protecting your money, Investment fraud & the internet, Types of fraud, and more.

 

The following sites are also a great resource for additional information:

CSA (Canadian Securities Administrator): They have information for investors on -> Investing, Avoiding Fraud, Who to call, and more.

BCSC (British Columbia Securities Commission): They have information on -> Securities Law & Policy, News & Publications, Investor Information, Enforcement, and more.

Investright.org (BCSC's Investor Education program): They have information for investors on -> Being an informed investor, Working with an advisor, Following the market, Spotting investment scams, and more.

FPSC (Financial Planning Standards Council): They are the resource on Financial Planning and the CFP (Certified Financial Planner) designation. On the site you will find info on -> The Financial Planning Process, Choosing a planner, Questions to ask and more.

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.