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Smart Investments

120 Lonsdale Avenue
North Vancouver, BC V7M 2E8

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tel: (604) 903-2114
e-mail: hello@smartinvestments.bc.ca

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IMPACT REPORT 2023

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Thank you for making our day (week/month/year!) 🥳

Great big THANK YOU for voting us North Shore's ⭐️Favourite Financial Planner⭐️ yet again - what an honour!

Y'all are the absolute BEST 😍

#SmartInvestments #NorthShoreNews #ReadersChoice #Financi

In light of the alarming dismantling of DEI (diversity, equity, inclusion) initiatives in many organizations as well as federally in the USA, we remain steadfast in our commitment to principles of JEDI, now perhaps more importantly than ever. Holocau

Thank you, Alannah, for this raving review. It is such an honour to work with clients like you 🤩

ID: Dark green text reads: "TESTIMONIAL 'Working with Kelsey Smart has been a total game changer for me and my business. Kelsey and the team at Sm

You've seen our recent posts introducing the Registered Education Savings Plan, including how much the government might pay into it and how to access the money. But what if things don't go according to plan and you need the RESP money for something o

Check out our recent posts introducing the Registered Education Savings Plan. Here is how to access money from your RESP!
Next up: "What If's", in case things don't go according to plan and you need the RESP money for something other than

Hot off the press for 2025 -- TFSA contribution limit! Your contribution limit could be over $100,000 by now 😮🤩

ID: Text "TFSA Dollar Limits and Cumulative Totals"
Infographic description (from the bottom, up): Years 2009-2012: $5,000 e

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JEDI

“JEDI” stands for Justice, Equity, Diversity, and Inclusion. It is our commitment to create an inclusive space where everyone can thrive.

If you are dealing with marginalization of any kind, you are wholly welcome here. We strive to make our services—and opportunities for financial security—available with low or no barriers.

OUR COMMITMENT TO INCLUSION

What we're grooving to

INVESTIA PRIVACY POLICY | SMART INVESTMENTS FULL DISCLAIMER

Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.