After joining London Life in 1984, John Smart’s practice evolved into setting up Smart Insurance Services Ltd. and Smart Investment Strategies Ltd. His tremendous life insurance and investment experience
guides him in developing appropriate and sound financial plans for his clients.
John and his wife Jacqui have lived in North Vancouver for more than 35 years. They have three adult children, and their two daughters Laura and Kelsey work at Smart Investments. John is an ardent golfer
and scuba diver, and a big fan of the Vancouver Canucks.
Kelsey Smart, BA, CHS, CFP
Kelsey is a Queen’s University grad with a BA, Honours in Psychology. She began her financial career in 2008 and joined Smart Investments in 2015. Kelsey works with busy professionals who want simplicity and clarity in navigating the financial landscape. With this in mind, she offers her proprietary SmartStart Consult process exclusively to members of her networking community and direct referrals.
Kelsey’s sidekick at the office (and everywhere else too) is her PADS (Pacific Assistance Dogs Society) puppy-in-training, Arrow. He has been learning the ropes with Kelsey since September 2015, in preparation for his life as a service dog when he “graduates.” When she is not at the office, you may spot Kelsey playing floor hockey, dodgeball, or volleyball.
Jonathan Alpen, B. Comm
Financial Advisor & Branch Manager
After completing his B.Comm in Wisconsin, Jon’s education continued in Victoria where he obtained a diploma in Business Administration. Jon joined Smart Investments in 2006. He is always pleased to meet new people and discuss his investment approach through an easy-to-understand process.
Jon and his wife Jane have three children, and much of his free time is spent coaching youth baseball and soccer. Prior to becoming a financial advisor, his days were spent playing professional golf and he still enjoys an early morning tee-time.
Laura Smart, B.Comm
Laura is a financial advisor at Smart Investments, as well as providing support for John Smart’s clients. She has been working in the financial world for five years, and works primarily with clients who are in committed relationships and are in family-building mode. Her mission is to make financial decisions easier and reduce money stress for her clients.
Laura attended the University of Guelph in Ontario, where she met her partner Jurjen who now lives with her in North Vancouver. She racks up mileage year-round on the local mountain trails, and recites her Oms regularly in yoga class. Laura also loves to cook and is always searching for the next great new recipe for her repertoire.
Patricia Cockwell, BAS, AIAA, ACS
Patricia was born and raised in Ontario and she received a Bachelor of Administrative Studies (Dean’s List) from Trent University in Peterborough, Ontario. After working with Prudential Life Insurance in Oshawa, Patricia accepted the Office Manager position at a new Prudential office in Toronto. This transitioned into a move to Vancouver where she worked with both Prudential and London Life. Smart Investments invited Patricia to join their administration team in 1999 and she’s lived and worked in North Vancouver ever since.
Patricia’s outside interests include travel, photography, singing, hiking and long distance walking. It has been very rewarding for her to complete the Honolulu Marathon twice…….and counting!
Charlotte starting working as a licensed life representative at London Life in 1988. When John Smart incorporated Smart Insurance Services and Smart Investments, she became the Administration Manager
for both companies.
Being able to walk to work is a joy and has also given her more time to see interesting movies, practice yoga, and see her friends and family.