We are a progressive financial consulting firm with a focus on mutual funds, insurance, and retirement planning.
Founded in 1997, Smart Investments™ is in its second generation, through family business succession planning.
At Smart Investments, our mission is to eliminate barriers to accessing financial advice by creating an inclusive and safe space where everyone can thrive.
Mutual fund products are offered through Investia Financial Services Inc.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 120 Lonsdale Ave, North Vancouver,british Columbia V7m 2e8,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.smartinvestments.ca
- Keywords
- North Vancouver.
- HQ
- North Vancouver, British Columbia
Smart Investments & Insurance Questions
Smart Investments & Insurance's website is http://www.smartinvestments.ca
Smart Investments & Insurance's LinkedIn profile is https://ca.linkedin.com/company/smartinvins
Smart Investments & Insurance has
2 employees.
View email and phone details for 2
employees at Smart Investments & Insurance.
Smart Investments & Insurance's industry is
Financial Services
Smart Investments & Insurance's top competitors are
Counsel Public Affairs,
Suite Genius,
People First Solutions,
Smart Investments,
Alpen Investment Advisors,
Shasta Consulting Group.
Smart Investments & Insurance's categories are Financial Services
Smart Investments & Insurance's founding year is 2021
