Best Financial Services in North Vancouver

Financial advisor Jun has been handling my families wealth and I cant stress enough the high quality service and advice that he provides. He is clearly an educator - he easily explains the current market and makes bonds, stocks, funds and all the financial lingo very easy to understand. He is always striving to grow our money and I truly appreciate all the regular check ins that he provides. I feel very well taken care of and happy to recommend his professional services to anyone in need of a financial advisor. Cant forget to mention that he does insurances as well!

I have been with Jun since 2016. I still tell him the story of, do you remember how I gave you just few hundred bucks a month? Who would have thought this was just a mere beginning of my so far so great, personal finance journey alongside my one and only Jun Shin who guided me the whole way! Jun is not only knowledgeable and smart, he is attentive and caring as well when he is advising. I have referred 10's of clients(friends) and they are more than satisfied! I hope those that read this review would give Jun a chance for a quick coffee session. He will impress you with his old school "binders" of information, and as he physically flips through those pages you'll be impressed ;).

Jun is a pleasure to work with. Very knowledgeable and responsive to my inquiries regarding the stock markets and my other investments. I refer all my Mortgage clients to Jun Shin's Edward Jones branch in North Vancouver. All of which are also are very impressed with him and feel comfortable moving over their RRSP's and trusting his advise as he provides them with a road map for their financial future and portfolio's growth. I will continue to work with Jun today and forever more.

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Managing my money and finances has always been daunting and overwhelming until I met Annie. Now, I have a solid plan and my financial future is much improved. Annie was great; I felt she understood my situation and created a clear and easy spending and savings plan for me to follow. Annie’s financial knowledge, advice and overall ability to coach me through this process were excellent. It’s really great to know there is a service like this out there. Before I was just aware of financial planners who are biased and I was never sure if they were working for my best interests or their own. Annie was looking out for what was best for me and I feel great knowing that I will be in a strong position with my future finances

My husband and I were looking for unbiased financial advice to help us save for retirement. We found that advice with Annie. She not only helped us reach our long term goals, but helped us with our short term goal of a home purchase. She was readily available by phone or email and was an absolute pleasure to work with. She provided us with a plan that gives us confidence we will be financial secure in our golden years. Thank you Annie

We have been uncomfortable, and unsure about so many aspects of our financial situation for a long time. Now, we have more control over our finances and can use good strategies to keep track of our money. We have a better handle on things as a couple and my wife and I are finally on the same page with respect to our financial situation and can make better decisions together. Annie has been a huge help

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Kelsey Smart has been my financial advisor for over 5 years. During this time I have has professional advice and support that has helped me make good choices with my RRSP and other financial planning. While, in theory at least, I could manage my portfolio without help, I'm convinced that by working with Kelsey I have experienced a higher growth in my portfolio. I value the personal approach that Kelsey takes with her clients and feel that she has my best interests in mind when recommending different financial planning scenarios and approaches. I'm a satisfied customer.

Working with Kelsey Smart at Smart Investments has been a total game changer for me and my business. Kelsey and the team at Smart Investments have been there for me every step of the way. Be it to offer guidance, adjust my portfolio or educate me on products that will help me reach my goals. Kelsey always respond quickly, puts care into every email and call, and gives me a complete sense of trust, calm and encouragement! We all need our own panel of experts to help us navigate life and I am so grateful that Smart Investments is on mine.

Kelsey did two financial planning sessions for our church - one in person and one over zoom. They were very helpful around the tax credits available for charitable donations and other useful hints about legacy giving and the importance of having a financial plan. She is an excellent presenter - very relaxed and approachable and professional. We were very pleased.

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