Your wealth advisors and insurance specialists
Isla Vancouver Wealth Management
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.
Allison joined Isla Vancouver Wealth Management, formerly Irvine Financial in February of 2015 as Executive Assistant. She brings over 25 years’ experience in bookkeeping, accounting and business administration to the team. Her experience combined with her education proves valuable to the firm as a whole. She continuously provides the highest level of excellence and proficiency in all her duties.
As Ivan's License Associate, not only is Allison responsible for processing all financial transactions, but also all other duties required as Ivan'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 family.