Our advisors are independent professionals who have built their clientele on a strong foundation of one-on-one relationships. Worldsource Financial Management advisors work with each individual client to understand personal financial goals, develop sound financial strategies and create a plan to obtain results. Plans are created to meet investor needs whether those needs call for capital appreciation, income or both. Many advisors are insurance professionals and are certified financial planners or hold a similar designation.

Mutual Fund Dealership

Today, over 800 independent mutual fund advisors channel mutual fund transactions through our dealership, Worldsource Financial Management Inc.

A mutual fund dealer is a company that provides the trading compliance and administration of mutual fund transactions. Regulations require that all mutual fund purchases be provided through a mutual fund dealer. We have a compliance team on staff to deal with all regulators and the major fund companies to ensure that transactions and services provided are compliant with the regulations of these governing bodies.

However, as we continue to set the highest ethical standards for ourselves, operating with confidentiality and integrity, we offer more than just compliance. Worldsource Financial Management provides proactive training, operations and sales support, technically advanced business management and planning tools to benefit both advisors and investors. As well, mutual fund advisors have access to a full suite of securities through Worldsource Securities.

Donald Irvine ~ CEO, Irvine Financial

Donald Irvine

Donald has been in the Financial Planning industry since 1988. His dedication to building relationships with his clients provides personalized quality service that is beyond most expectations.

Donald has been the recipient of many of his industry's top achievement awards. To name a few, Presidents Club, member of the Million Dollar Round Table (MDRT). MDRT is the ‘Premier Association of Financial Professionals’, an international, independent association of more than 29,000 of the world’s best life insurance and financial service professionals.

He has also been acknowledged by Worldsource Financial Management Inc. as one of WFM's top achievers in Canada.

On a more personal note, Donald and wife Karla live in North Nanaimo with their 5 children. They have a busy family life that includes many different community focused functions.

Donald is a member and past President of the Nanaimo Oceanside Rotary and a member of several professional business groups that promote Nanaimo and Vancouver Island.

www.irvinefinancial.com