About Us

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

We have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. 

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Annuities

Not everyone of us is equally prepared for retirement. While some of

Meet Our Team

Joseph Irving CFP

Financial Advisor

Joseph is the founder of Linebreak Financial. He lives in Vancouver, Canada, with his wife and two children. Joseph earned a bachelor’s degree in Financial Planning from the...

Lauren Rowe MBA

Financial Advisor

Lauren Rowe has been with Irving Financial for over 5 years. She lives in Burnaby, Canada, with her partner and their dog, Rufus. Lauren earned her MBA from the University of...

Scott Andrews MBA

Financial Advisor

Scott Andrews has been with Irving Financial for almost 10 years. He lives in Vancouver, Canada, with his wife and son, Harvey. Scott earned a bachelor’s degree from the University...

 

How can we help you?

Find out how can we help you reach your financial Freedom.

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