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.
Kelsey Smart, BA, CHS, CFP
Partner | Financial Advisor
Kelsey is a Queen’s University graduate 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 lives in Lynn Valley with her wife, Christine, and their two beautiful (mischievous!) dogs, Arrow and Grace. When you visit the office, you might just be enthusiastically greeted by one of them, as they sometimes convince Kelsey to bring them to work. When she is not at the office, you may spot Kelsey playing floor hockey, dodgeball, or volleyball.
Founder | Financial Advisor
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 daughter Kelsey works at Smart Investments. John is an ardent golfer
and scuba diver, and a big fan of the Vancouver Canucks.
Patricia Cockwell, BAS, AIAA, ACS
Patricia received a Bachelor of Administrative Studies from Trent University in Peterborough, Ontario, and has been working in the insurance and investment industry since then. After working with Prudential Life Insurance in Oshawa, Patricia moved 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, hiking and long distance walking. It has been very rewarding for her to complete the Honolulu Marathon three times and continues to participate in many Half Marathons throughout North America.