Led by Kelsey Smart, who began her career in 2008, our team is committed to principles of social justice, equity, and inclusion. We strive to create an environment where clients feel comfortable discussing their financial goals and challenges. Our passion lies in making financial advice available to all individuals and businesses in Vancouver, ensuring that everyone can thrive financially.
Smart Investments & Insurance Services Ltd | Investia Financial
Thu:
8:30 AM - 4:30 PM
Open
About:
Smart Investments & Insurance Services Ltd, a progressive financial consulting firm founded in 1997, is dedicated to helping clients navigate their financial journey. Based in Vancouver, we focus on providing accessible and inclusive financial advice for everyone, aiming to reduce the stress associated with managing finances.
Led by Kelsey Smart, who began her career in 2008, our team is committed to principles of social justice, equity, and inclusion. We strive to create an environment where clients feel comfortable discussing their financial goals and challenges. Our passion lies in making financial advice available to all individuals and businesses in Vancouver, ensuring that everyone can thrive financially.
Led by Kelsey Smart, who began her career in 2008, our team is committed to principles of social justice, equity, and inclusion. We strive to create an environment where clients feel comfortable discussing their financial goals and challenges. Our passion lies in making financial advice available to all individuals and businesses in Vancouver, ensuring that everyone can thrive financially.
Our Services
At Smart Investments, we offer a range of financial services designed to help you achieve your financial goals.
✔️ Financial consulting focused on mutual funds
✔️ Retirement planning for a secure financial future
✔️ Insurance solutions to safeguard your assets
✔️ Business consulting for tax-effective wealth strategies
✔️ Group benefit plans tailored for businesses
Whether you’re an individual or a business owner in Vancouver, we are here to guide you every step of the way.
✔️ Financial consulting focused on mutual funds
✔️ Retirement planning for a secure financial future
✔️ Insurance solutions to safeguard your assets
✔️ Business consulting for tax-effective wealth strategies
✔️ Group benefit plans tailored for businesses
Whether you’re an individual or a business owner in Vancouver, we are here to guide you every step of the way.
Why Choose Us?
Choosing Smart Investments means you’re selecting a firm that prioritizes your financial well-being.
✔️ Community-focused approach with an emphasis on accessibility
✔️ Expertise in mutual funds, retirement planning, and insurance
✔️ Experienced team committed to social justice and equity
✔️ Personalized financial strategies tailored to your unique needs
✔️ Friendly and supportive environment that reduces financial stress
✔️ Long-standing reputation since 1997, dedicated to client success
✔️ Inclusive practices ensuring all clients feel welcome and understood
Get in touch with us today to start your journey toward financial clarity and peace of mind.
✔️ Community-focused approach with an emphasis on accessibility
✔️ Expertise in mutual funds, retirement planning, and insurance
✔️ Experienced team committed to social justice and equity
✔️ Personalized financial strategies tailored to your unique needs
✔️ Friendly and supportive environment that reduces financial stress
✔️ Long-standing reputation since 1997, dedicated to client success
✔️ Inclusive practices ensuring all clients feel welcome and understood
Get in touch with us today to start your journey toward financial clarity and peace of mind.
Customer reviews
No reviews yet.
Location & Hours:
- Mon: 8:30 AM - 4:30 PM
- Tue: 8:30 AM - 4:30 PM
- Wed: 8:30 AM - 4:30 PM
- Thu: 8:30 AM - 4:30 PM Open
- Fri: 8:30 AM - 4:30 PM
- Sat: Closed
- Sun: Closed
Driver for Hire Edmonton
Call/Text Mike at 825-785-2356
Truck & Car Driver for Hire
https://www.marketlister.ca/edmonton/id-1135014215/driver