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

Jonthan Alpen, North Shore News Readers Choice Award 2022.

We are an Award Winning Firm

North Shore News Favourite Financial Planner 2022 and 2024

These award highlights one person, however, it was the Alpen Team and our loyal clients that made this award happen. The Alpen Team is a small yet mighty team that has decades of experience helping clients navigate their wealth. We will continue to serve our clients and go beyond their expectations.

Jonathan Alpen

Investment Funds Advisor
North Vancouver, BC

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 play volleyball for Handsworth Secondary.  He does still manage to enjoy the odd early morning tee-time.

Direct: 604-903-2117
Email:
jonathan@alpenia.ca

Jonathan Alpen Headshot

Ron O'Grady

independent advisor
North Vancouver, BC

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.

Direct: 604-984-8216
Email: ron.ogrady@iainvestia.ca

Ron O'Grady Headshot

Stephen Majetic

INVESTMENT FUNDS Advisor
North Vancouver, BC

Introducing Stephen, a seasoned professional who embarked on his career in the world of banking after attending Capilano University on the picturesque North Shore. With a strong educational foundation, he gained valuable financial experience and expertise before taking a bold leap to establish his own practice.

For the past decade, Stephen has been a trusted advisor to numerous clients, specializing in retirement and estate planning. Alongside winning numerous industry awards over the years, with a deep understanding of financial intricacies and a genuine commitment to helping others secure their futures, Stephen has become a go-to resource for individuals and families seeking peace of mind in their financial affairs.

His dedication to his clients and his passion for guiding them through the complexities of retirement and estate planning make Stephen a reliable and valued partner on their journey toward financial security.When Stephen is not working, he enjoys working out and trying exciting new foods from all cultures or volunteering around the community at different schools educating the youth on financial literacy, a topic that is very important to him.

Direct: 778-772-6466
Email: stephen@everwealth.ca

Jonathan Alpen Headshot

Patricia Cockwell

BAS, AIAA, ACS
Operations Manager
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.

Direct: 604-903-2113
Email: patricia@alpenia.ca

Patricia Cockwell Headshot

Khwaish Kochhar

Operations Assistant
North Vancouver, BC

Khwaish is currently pursuing her accounting degree at Capilano University with ambitions of obtaining a CPA certification. Originating from India and being raised in Nigeria, she gained her immense respect and love for the diverse cultures, cuisines, and football (American “soccer”). It was merely two years ago that she decided to pack and move her entire life to North Vancouver. She has always been fascinated by the breathtaking scenery of Vancouver but does miss the year around warmth of Nigeria! She is not a winter person!

Even though she is relatively new to Alpen Investments, Khwaish has been on a fast-track to adapting and understanding the day-to-day activities at play at the office. She strongly believes this was possible due to the vast patience, understanding, and mentorship of the management. She has seen the management at Alpen Investments go above and beyond to form relationships with their clients to provide the best possible experience for them. She is excited to contribute her growing expertise to clients and looks forward to further developing her skills in the dynamic field of finance.

Direct: 604-903-2115
Email:
khwaish@alpenia.ca

Patricia Cockwell Headshot

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.

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