Your finances shouldn’t stress you out—they should help you live the life of your dreams.

Whether you’re hoping to start, rebuild, or amplify your financial plan—or if you're struggling financially—we can help you.

Smart Investments is a place where everyone can thrive.

At Smart Investments, we provide financial consulting that will help you gain control of your finances and your future, and get to a place where you can finally feel the stress melt away from financial management.

Two Asian femme presenting people are sitting closely together in front of a couch and they both have laptops open. One is blonde, and one is brunette. The brunette person is leaning over the other's shoulder and smiling at the laptop screen.

About Us

At Smart Investments, our mission is to eliminate barriers to accessing financial advice by creating an inclusive and safe space where everyone can thrive. Every aspect of our business embraces social justice, equity, and inclusion.

A masculine presenting Indian stand-up paddle boarder is sitting on the beach on their board. They have shaggy dark hair and full, well-manicured facial hair. They are taking a selfie on a red cell phone.

Services for Individuals

Smart Investments offers financial advice with a focus on mutual funds, retirement planning, and insurance solutions. Whether you are looking to grow your investments, plan your retirement income, or secure your financial future with insurance…

WE CAN HELP →

A femme-presenting Asian individual, wearing an oversized white button-up shirt, is in their office, smiling broadly at someone out of frame. Their wrists are resting on the table in front of their laptop. Their long dark hair is in a low ponytail.

Services for Business Owners

Smart Investments offers financial consulting to business owners, from tax-effective wealth accumulation to risk management within your corporation. If you’re self-employed or incorporated…

Learn More →

3 people are looking at a laptop. Two are white: one femme-looking, sitting amd observing, and one masculine-looking, standing in the middle and pointing at the screen. The third, who is Black and presents masculine, is seated.

Group Benefit Services

Every business is unique, and we can tailor group benefit plans to help you take care of your employees. Smart Investments offers both Retirement and Group Benefit services for businesses.

FIND OUT MORE →

“I have had the good fortune of working with Kelsey and have had great results in changing my financial situation around to one that is goal-oriented and producing results. She is great to work with, very positive and on top of things. I feel I can trust her judgement and enjoy working with her. I recommend her services highly!”

— Georgia P.

Testimonial

Committed to Reconciliation

Our work takes place on the unceded and traditional territories of the hən̓q̓əmin̓əm̓ and Sḵwx̱wú7mesh speaking Peoples: xʷməθkʷəy̓əm (Musqueam), Sḵwx̱wú7mesh (Squamish), and səlilwətaɬ (Tsleil-Waututh) Peoples. 

As settlers on these stolen lands, we believe in supporting cultural and language revitalization, and to learn from, listen to, and centre Indigenous voices and leadership.

We are open to feedback and will do everything we can to create an inclusive space that promotes calling out, calling in, and continued communal learning.

Read more about our commitments to Reconciliation and Inclusion here.

Traditional performance by Musqueam dance group, The Wolf Pack Musqueam dancers of "The Wolf Pack" perform a traditional dance at the Museum of Anthropology at UBC.
A shot on top of a mountain overlooking a river in a valley in Squamish, BC.

COVID SAFETY

Your comfort and safety are a priority

When it comes to continued Covid safety, our focus is on science-based practices. We don’t believe in the urgency to return to pre-Covid “normalcy”, so our services are available virtually rather than in-person, if preferred.

If you are considering an in-person appointment, please note that some of our staff are medically unable to wear a mask, so if that poses a health risk for you, please ask us about convenient phone or video appointment options.

If you have any questions or concerns, please get in touch and we will do everything we can to support your needs.