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. We can help you navigate the intricacies of your TFSA, RRSP, RESP, or FHSA.
From left to right: Allen Li, Bozana Kos, Jonathan Alpen, Patricia Cockwell, Stephen Majetic, Khwaish Kochhar, Ron O'Grady
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.
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
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
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
Allen Li brings a wealth of knowledge and experience to his role as an Associate Advisor. With a Bachelor of Commerce from the University of Toronto and an MBA from Peking University, Allen brings a strong academic foundation to his role in the financial sector.
Allen has over six years of experience at one of China’s leading mutual fund companies backed by Alibaba, where he developed a deep understanding of portfolio management and innovative financial solutions. His diverse background equips him to deliver customized strategies tailored to his clients' unique financial goals. A strong believer in prompt, personalized service, Allen is committed to providing timely, thoughtful financial guidance to help his clients achieve their aspirations. Whether it’s planning for retirement, navigating investments, or managing wealth, Allen takes pride in building long-lasting client relationships based on trust and results.
Outside of work, Allen is a devoted father to twin daughters. He balances his career with quality family time, and seeks to in still in his children the importance of curiosity and resilience.
Direct: 647-889-5959
Email: allen@alpenia.ca
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
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!
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
Bozana, a Burnaby native and recent Simon Fraser University graduate, brings her passion for finance and a fresh perspective to the team at Alpen Investment Advisors. With a strong academic foundation and a drive to excel, she is eager to apply her skills and knowledge to help clients achieve their financial goals.
As a newcomer to the financial sector, Bozana has already demonstrated her ability to adapt and contribute meaningfully to Alpen Investments Advisors’ client-focused approach. Thanks to the mentorship and guidance of the leadership team, she is quickly gaining valuable insights into the company’s operations and the broader world of investment management and financial planning.
Outside of her professional endeavors, Bozana has a deep connection to her cultural roots through over 17 years of involvement in folk dance. Starting at a young age, she has cultivated her skills and developed a profound appreciation for the art form. Today, she gives back by teaching dance to younger generations, fostering cultural connection and personal growth in her students.
Bozana’s commitment to learning and delivering exceptional results makes her a promising addition to the Alpen Investments team. She is excited to continue building her expertise in the ever-evolving financial sector and contributing to the success of clients with innovative solutions and personalized service.
Direct: 604-903-2115
Email: admin@alpenia.ca
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.
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.
