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Your wealth advisors and insurance specialists

We Help You

Protect what's important

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HELPING YOU MEET YOUR FINANCIAL NEEDS IS OUR FIRST PRIORITY.

At Irvine Financial it is our top priority to service the best interests of our clients. We strive to do so by providing quality, unbiased, and trustworthy advice to assist in achieving personal financial goals. We endeavor to go above and beyond all expectations in terms of service and advice in an effort to grow and protect the wealth of our clients for themselves and future generations.

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Financial Planning

Preparing for all stages of life.

Irvine Financial is passionate about helping others understand the true currency of life and how you can write your life story with the right financial plan.

 

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Investments

Your recipe for success.

Bringing you the right team with the right advice, backed by decades of experience, Irvine Financial can develop your financial recipe for success.

 

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Insurance

Protection and Security

Life insurance is a crucial part of a financial plan that provides protection and security for your loved ones. Life insurance will help your family and dependents.

 

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Referral Services

Professional Network

We have a solid referral network to assist in achieving your financial goals. Personalized Financial Strategies are required for a solid and effective Financial Plan. 

 

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we build relationships

To us, Financial Success is more than just numbers

At Irvine Financial we pride ourselves on creating close client relationships with a personal touch. A more personal relationship provides a complete understanding of our clients' goals and aspirations, we can then tailor their financial plan to be individualized and thorough.

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Transparency & Trust

Service before Self

As independent financial advisors, our duty requires us to serve your best interests. We act with undivided loyalty to our clients, putting their interests ahead of all else.

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Wealth News

Meet Our Experts

Donald Irvine

Built on esteemed reputation and personalized quality experience since 1996, Donald works with his team to provide service that exceeds market standards. Donald has been the recipient of many of the industry's top achievement awards.

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Ivan Vazquez

Since 2006, Iván has worked with many Canadians as a professional insurance and investment advisor. With an extensive background in financial planning, Ivan strives to help his clients learn how to maximize their financial potential, and secure their investments.

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