Smart Investments & Insurance Services Ltd | Investia Financial - North Vancouver, British Columbia

Sarah W.

100% recommend Kelsey for your financial planning! She was recommended to me by a good friend.

Prior to meeting Kelsey, I had so much anxiety about my finances after having to start at zero again. I was constantly worried about my financial state and stressed every time I thought about it. I avoided talking about it at all costs.

Kelsey helped me get my various accounts organized under one roof, deep dived into my current financial state and future goals, explained and recommended different investment options, and helped diversify my portfolio with a mix of low, medium, and high risk options.

She checks in regularly and follows up on what we discussed in the previous meetings, which is really helping to hold me accountable to reach my financial goals. And she's not pushy, which I really appreciate.

I'm at a point now where I'm much more comfortable and confident with my portfolio. The crippling stress I felt before is beginning to melt away because I'm watching my funds grow and making smarter decisions for my future, with Kelsey's gracious guidance.

Dave B.

Kelsey Smart sold me a key man insurance policy to cover a mortgage on a commercial property I acquired over ten years ago. More recently, my business account manager reviewed the insurance policy with his insurance specialist. They both say it is an excellent policy and I was lucky to get it when I did. Kelsey is great to deal with and I would highly recommend her services.

Alanna M.

Working with Kelsey Smart at Smart Investments has been a total game changer for me and my business. Kelsey and the team at Smart Investments have been there for me every step of the way. Be it to offer guidance, adjust my portfolio or educate me on products that will help me reach my goals. Kelsey always respond quickly, puts care into every email and call, and gives me a complete sense of trust, calm and encouragement! We all need our own panel of experts to help us navigate life and I am so grateful that Smart Investments is on mine.

Shannon M.

Kelsey at Smart Investments is incredible!! She has helped me set (multiple) financial goals that are tailored to both my professional and personal ambitions.

From the moment I first met with her she educated me about different options which have allowed me to feel more knowledgeable and confident in my finances; I’ve never felt this way before.

I am very grateful that I was referred to Kelsey. I have since referred her to my closest friends, which I think says a lot about how great she is.

Birgit M.

Dear Kelsey - Thank you for your clear, important and direct information in response to all the info I gave you regarding my present situation getting ready for retirement. It was invaluable information you gave me and I really appreciated you standing by my side with your expertise helping me in a very practical way directly on the government website! You kindly showed patience with me! Thank you for offering your informative and prompt service and your precious time to really be efficient!
Kelsey Smart was recommended to me by my highly trusted naturopath and I'm very glad I followed through with it! I highly recommend her work to anyone seeking support!

Linda R.

Kelsey did two financial planning sessions for our church - one in person and one over zoom. They were very helpful around the tax credits available for charitable donations and other useful hints about legacy giving and the importance of having a financial plan. She is an excellent presenter - very relaxed and approachable and professional. We were very pleased.

Anne B.

Investia Financial, particularly, Kelsey Smart of Smart Investments in North Vancouver, has managed our financial portfolio for over a decade. We sincerely thank them for their 'eyes on the market' and their informative, easy to understand, financial information. I highly recommend them.

Tim W.

Kelsey Smart has been my financial advisor for over 5 years. During this time I have has professional advice and support that has helped me make good choices with my RRSP and other financial planning. While, in theory at least, I could manage my portfolio without help, I'm convinced that by working with Kelsey I have experienced a higher growth in my portfolio. I value the personal approach that Kelsey takes with her clients and feel that she has my best interests in mind when recommending different financial planning scenarios and approaches. I'm a satisfied customer!