Smart Investment Strategies Inc
Financial Services - North Vancouver, BC, CA
Smart Investment Strategies Inc Employees
Jon Alpen
Investment Funds Advisor, Branch Manager | Investia Financial Services Inc.
Smart Investment Strategies Inc Details
We originated as a family-run firm and it shows in the way we care for our clients. John Smart founded the company in 1991 and transitioned the firm to Jonathan Alpen and Kelsey Smart in 2018. We are fortunate that John will be continuing with the firm for several years before he takes to scuba diving and golfing full-time. Rounding out the team are: Financial Advisor, Laura Smart Hettinga, and Administration Manager, Patricia Cockwell.Clients feel the 'family business' warmth when they walk in the door. Our clients mean a great deal to us. We want to understand what matters to you, so that we'll know the best way to put your hard-earned dollars to work.We look forward to working with you.Mutual fund products offered through Investia Financial Services Inc.Insurance products offered through multiple insurance carriers.Financial planning is provided through Smart Investment Strategies, Inc.
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