A very moody photo of a snow-capped mountain range with the sun just about to set behind it, peaking through a very cloudy sky full of bright oranges and yellows.

We help you navigate your wealth.

Welcome to Alpen Investment Advisors, your trusted North Vancouver iA Investia team. As professional financial advisors since 2006, we serve as guides to help you navigate the process of growing and preserving your wealth.

From those just starting their investing journey to those with established portfolios nearing retirement, we develop tailored plans to help you realize your goals and live your dreams. We can help you navigate the intricacies of TFSA, RRSP, RESP, and FHSA. Additionally we can assist with life insurance, disability, and group benefits.

*Disclaimer: Alpen Investment Advisors is a separate entity from Smart Investments

We are located at:
1111 Lonsdale Ave, North Vancouver, BC V7M 2H4
For all inquires please email jonathan@alpenia.ca

Meet the Team

We are Alpen Investment Advisors, one of North Vancouver's Top Rated Financial Advisors since 2006. We are a growing team, with nearly two decades of experience and passionately committed to helping you grow and safeguard your wealth with a long-term perspective.

A team photo of the Alpen Investment Advisors team on a nice sunny day.

From left to right: Ron O'Grady, Patricia Cockwell, Stephen Majetic, Jonathan Alpen, Khwaish Kochhar

North Shore’s Favourite Financial Planner Firm

Alpen Investment Advisors is proud to announce that we have been voted #1 in the North Shore News Reader’s Choice Awards 2024. Our entire team – Jon Alpen, Stephen Majetic, Ron O’Grady, Patricia Cockwell and Khwaish Kochhar would like to express our gratitude to all of our clients for your support and continued trust in our firm. We look forward to continuing to help navigate your wealth.

Logo of the North Shore News Readers Choice Awards.

Your investments should work for you.

For almost two decades we have helped our clients living in North Vancouver, Greater Vancouver, and abroad understand their investment options, and create clarity for what they are investing in.

Whether it is your TFSA, RRSP, or life insurance, we are here to help. As your trusted financial advisors, we take a long-term view in all we do and work relentlessly to earn your trust by delivering quality service and positive results.

Our process is simple, and it begins with you.

We begin with questions:

  • Where are you today?
  • How much are you saving?
  • Is your family prepared to weather changes in the financial markets?
  • What matters to you?
  • How do you want to pass on your wealth?

We provide independent financial advice and, from there, we work with you to design a plan and a set of investments that meet your needs—not those of the financial industry, which are designed to cost you money.

Let's Navigate Your Wealth Together