Insurance often plays a vital part of a person or families financial goals. My website provides you with a simple needs analysis for insurance; however, you should be keeping in mind that there are many other aspects to take into consideration when planning your financial needs.
I am the CEO of Irvine Financial, and offer you over 25 years of dedication, experience, and knowledge in the financial industry. I have established myself in this profession based on a foundation of unparalleled financial skills, extensive industry resources, and above all else exceptional client relations. The combination of these three principles gives me the confidence and aptitude in assisting my clients to their personal and financial goals in the most cost and tax efficient ways possible.
My skill, knowledge, and experience in the financial industry are exemplary, leading me to be acknowledged by Worldsource Financial Management Inc. as one of WFM's top achievers in Canada. I am a member in good standing of Advocis (Financial Advisors Association of Canada). Additionally, I am the recipient of the industry's top achievement awards such as life member of the Million Dollar Round Table (MDRT), the President's Club, and the Court of the Table which is the Premier Association of Financial Professionals.
In addition to skills, I am privileged to have the extensive resources available to complete ones’ financial goals that you would find at a large firm, while still providing the care and communication to my clients that would be found in a boutique business. To guarantee my clients receive the best advice I keep current in my knowledge allowing me to provide the most appropriate information. I am a lifelong learner, and my relationship with leading financial institutions provides me with extensive resources that offer ongoing education and training. I have built a team in my office to possess the strongest technical and client servicing skills possible. In a unique circumstance that may require more complex planning, I have access to specialists in particular fields, to ensure my clients’ needs are fully tended to. My goal is to maintain an ever expanding and specializing business while keeping my client’s experience individual and personalized.
My relationship with my clients is what drives my success in the financial industry resulting in service far beyond their expectations. I am a family man above all else; everything I do is for the people I care about. I genuinely care for each of my clients to the point where I see them all as family. I am lucky to be in a position to help my clients see their dreams come to fruition and invite the opportunity to celebrate with them any chance I get.
I am a very competitive, but more than blind competition I set realistic goals. The things I care the most about I am determined to be the best at, and the thing I am most passionate about is taking care of people. I am dedicated to my clients and will always be loyal, hardworking, and genuine. My dedication to my profession is not work, it’s who I am. In and out of the office I am the same person, constantly looking out for people and working to be my best. This work ethic has translated naturally to numerous service initiatives. I served as a Past-President and long-time member of the Oceanside Rotary, and have followed the motto of “Service Above Self” as a guiding principle in my commitment to both my clients and community.
My work and passions align when my clients reach their personal and financial goals, and I look forward to meeting you and finding ways to help you find success in your life.