Kelsey Smart

Partner at Smart Investment Strategies Inc - North Vancouver, BC, CA

Kelsey Smart's Colleagues at Smart Investment Strategies Inc
Jon Alpen

Investment Funds Advisor, Branch Manager | Investia Financial Services Inc.

Contact Jon Alpen

Kelsey Smart's Contact Details
HQ
604-903-2117
Location
North Vancouver, British Columbia, Canada
Company
Smart Investment Strategies Inc
Kelsey Smart's Company Details
Smart Investment Strategies Inc logo, Smart Investment Strategies Inc contact details

Smart Investment Strategies Inc

North Vancouver, BC, CA • 5 - 9 Employees
Financial Services

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.

Financial Planning Life & Health Insurance Investments Group Benefits Life & Health Insurance Life & Health Insurance
Details about Smart Investment Strategies Inc
Frequently Asked Questions about Kelsey Smart
Kelsey Smart currently works for Smart Investment Strategies Inc.
Kelsey Smart's role at Smart Investment Strategies Inc is Partner.
Kelsey Smart's email address is ***@smartinvestments.bc.ca. To view Kelsey Smart's full email address, please signup to ConnectPlex.
Kelsey Smart works in the Financial Services industry.
Kelsey Smart's colleagues at Smart Investment Strategies Inc are Jon Alpen and others.
Kelsey Smart's phone number is 604-903-2117
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