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 are located at:
1111 Lonsdale Ave, North Vancouver, BC V7M 2H4
For all inquires please email email@example.com
Performing at the highest levels has been core to Jonathan's approach since childhood. After attending University in Wisconsin on a golf scholarship, Jon’s education continued in Victoria. Jon joined Smart Investments in 2006 and took over the business from John Smart in 2018. In 2022, Jon made some business changes and became Alpen Investment Advisors.
He is always pleased to meet new people and discuss his investment approach through an easy-to-understand process.
Jon and his wife Jane have three children, and much of his free time is spent coaching youth baseball or watching his daughter perform in cheer competitions. He does still manage to enjoy the odd early morning tee-time.
Patricia received a Bachelor of Administrative Studies (Hons) from Trent University and began working in the insurance and investment industry soon after. Taking on an opportunity for a company transfer, she made her way from Toronto to Vancouver in 1996, working with Prudential Insurance and London Life. It’s here that she met John Smart and joined his team at Smart Investments in 1999 and now, in 2022, continuing with Jonathan Alpen at Alpen Investment Advisors.
For Patricia, one of the highlights of being part of a small team is getting to know all our clients and building relationships with them. The focus has always been on creating a positive client experience and it is very rewarding when a plan comes together on all sides.
After living, working, and playing on the north shore for nearly 25 years, Patricia believes she now qualifies as an official British Columbian! The mountains and ocean call to her, and many hours are spent outdoors enjoying all they have to offer, especially hiking and long-distance walking. Having said that, Patricia nearly packed up and moved back to Ontario after her first month here… so much rain! Happily, she forged ahead and is glad to call North Vancouver her home.
Anahita is a multi-passionate professional who started her journey at 19, helping her father run their family-owned business back in Iran. Since moving to Canada in 2000, she has dabbed into many different interests, from owning a travel agency to building a business around her Mom’s hobby or coaching other entrepreneurs on how to run their businesses successfully. Over the past decades, her love of learning and working with people remained constant in her journey. In 2018 she decided to pursue her interest in investments combined with administration work, leading her to Aplen Investment Advisors in 2022.
She lives in North Vancouver with her husband, two children and two fur babies. In her free time, she enjoys long walks while listening to audiobooks, drawing mandalas, and cooking for her family.
Ron O'Grady has extensive experience in the financial industry, having begun his career at a major chartered bank where he held various branch management positions for 20 years. He then transitioned to an independent financial advisor, offering retirement planning and wealth advisory services to individuals and small businesses.
With a deep understanding of financial planning, unwavering ethics, and a long history of working with dedicated clients, Ron is well-equipped to help his clients achieve their financial objectives.
In July 2021, Ron joined Investia Financial Services Inc., where he met several successful advisors, including Jonathan Alpen of Alpen Investment Advisors. After a year of getting to know each other and their respective businesses, Ron and Jonathan decided to combine their skills and expertise, leading to Ron becoming a member of the Alpen team.
For almost two decades we have helped our clients understand their investment options, and create clarity for what they are investing in.
We take a long-term view in all we do and work relentlessly to earn your trust by delivering quality service and positive results.
We begin with questions:
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.