3 Best Financial Services in North Vancouver

“Jun Shin is a financial consultant in North Vancouver, Canada. He began his career with Edward Jones in 2014 and has since been actively involved in his community. Jun Shin is a member of several groups and associations, including Business Network International, where he has built valuable friendships and relationships that benefit him and his clients. With a BA in Economics, Jun Shin knew from the start that he wanted to pursue a career in the finance industry. He was drawn to Edward Jones' personalized approach and philosophy of building tailored financial strategies. His enthusiasm and energy were a perfect match for Edward Jones' commitment to top-notch client service. At Edward Jones, they specialize in creating customized financial strategies that align with your individual goals and risk tolerance. Contact them to request an appointment and start building your financial future.”

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“Smart Investments is one of the leading financial consultants in North Vancouver, Canada. Kelsey is the firm's financial advisor. She began her financial career in 2008 and joined Smart Investments in 2015, bringing the business into her second generation through succession planning with her father, John Smart. At Smart Investments, the team's mission is to eliminate barriers to accessing financial advice by creating an inclusive and safe space where everyone can thrive. With over 52 years of combined experience in the financial services industry, they specialize in retirement, investments, and insurance planning. The team is committed to creating plans that align with your goals and budget, helping clients navigate the complexities of the financial world. They pride themselves on making sense of the financial landscape and providing clear, actionable advice.”

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“Annie Kvick is a Certified Money Coach and financial planner at Money Coaches in North Vancouver, BC. As a fee-only Certified Financial Planner, she helps individuals and couples struggling with debt or worried about their financial future. Annie specializes in working one-on-one with clients to help them make informed financial choices, get their house in order, and enhance their financial future, regardless of economic conditions. She is renowned for empowering and educating her clients, assisting them in optimizing their finances and becoming financially fit. Annie develops unique financial and retirement plans tailored to her client's needs, enabling them to live their best lives with the money they have. At Money Coaches Canada, the team helps clarify your goals and design a customized plan that addresses your most pressing financial concerns and opportunities. They offer both in-person and online meetings and provide a free consultation to get started.”

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