Smart Investments

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.