Your wealth advisors and insurance specialists
Helping You Meet Your Financial Needs Is Our First Priority.
At Isla Vancouver Wealth Management 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.
Isla Vancouver Wealth Management is passionate about helping others understand the true currency of life and how you can write your life story with the right financial plan.
Investments
Your recipe for success.
Bringing you the right team with the right advice, backed by decades of experience, Isla Vancouver Wealth Management can develop your financial recipe for success.
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.
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.
At Isla Vancouver Wealth Management 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.
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.
Since 2006, Ivan 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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Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.
All other products are provided by Irvine Financial (2021) Inc. DBA Isla Vancouver Wealth Management.
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