BAS, AIAA, ACS
Licensed Assistant Investia
North Vancouver, BC
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.