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Smart Investments

Suite 101 - 1111 Lonsdale Avenue
North Vancouver, BC V7M 2H4

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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 your votes as your Favourite Financial Planner the past 3 years running! It would honour us to receive your vote again in this year’s @northshorenews Readers’ Choice Awards!

Click here: https://www.surveymonkey.com/r/RCA-20

If your child (or niece, nephew, loved one) has a SIN (social insurance number) and resides in Canada, the RESP may help you to save for their post-secondary education! Contact us for information: https://calendly.com/kelseysmart/resp

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Stay tuned for our upcoming series of RESP posts this week!
#SmartInvestments #FinancialPlanning #PersonalFinance #Investments #Insurance #NorthVancouver #CentralLonsdale #LowerLonsdale #ShipyardsDistrict #RESP #EducationSavings

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Did you know -- TFSAs can be low risk, high risk, or anywhere in between! A common misconception is that TFSAs can only be a high interest savings account, with a fixed interest rate. Schedule a chat to learn more: https://calendly.com/kelseysmart/in

Financial MLMs (Multi Level Marketing schemes) are predatory -- There, I said it! Before you enroll your child in that flashy 'Scholarship RESP', search the company name to see if they are MLM. If you are unsure, drop us a line. We can promptly confi

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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

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Copyright © 2023 Smart Investments™. All Rights Reserved.

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.