At Smart Investments
we are dedicated to you.
We are a family firm with family values, and it shows in the way we care for our clients. John Smart founded the company in 1991 after seven successful years in the insurance industry. He ran the firm with the admin support of his aunt Charlotte for over 20 years, until she finally retired in 2017. Both of John’s daughters, Laura and Kelsey, are also financial advisors in the firm, and the best of friends to boot. Rounding out the team are our Branch Manager / Financial Advisor Jonathan, our Operations Manager Shylo, and our Investment Administrator Patricia, all of whom may as well be family by now!
Clients feel this when they walk in the door. We’ll laugh with you about how your feisty aunt tore up the dance floor at your daughter’s wedding; we want to hear about the challenging decisions you’re facing; we will shake a paw with your dog.
Our clients mean a great deal to us. We want to understand what matters to you, so we’ll know the best way to put your hard-earned dollars to work.
We look forward to working with you.