Expert Financial Advisors
Our goal is to help you achieve financial wellness. This means ensuring you receive the expert advice and support you need to make well-informed decisions.
Experienced, certified advisors
Here’s a powerful statistic: Canadians who engage in comprehensive financial planning with a Certified Financial Planner (CFP) confirm significantly higher levels of financial and emotional well-being.* That’s why our expert advice is delivered by experienced professionals with the CFP accreditation, the highest industry standard. In fact, we have one of the highest ratios of CFPs-to-clients in the industry. The CFP accreditation is the highest industry standard.
Our clients rate us highly
No other financial institution holds their financial advisors to the same standard and it pays off with 90% of our clients giving their Financial Advisor top ratings for their overall experience. Learn more about what our clients say
Beyond advice, an advisory team
We recognize that one individual won’t have all the answers. That’s why, unlike many other financial institutions, we use an integrated team approach to your financial planning.
As your financial needs become more complex, we’ll assemble an integrated advisory team of experienced investment, insurance and, if needed, business specialists.
Led by your dedicated Financial Advisor, they’ll take a holistic approach to your financial picture, offering customized investment and tax strategies, insurance options and anything else needed to grow and protect your wealth.
It's all part of our service, and it’s only available from us. Learn more about our advisory teams
Professional lifespring® financial planning
As a BlueShore Financial client, we take the time to get to know you – to discover what you need today and your aspirations for your future. We look at your complete financial picture, determine the steps you need to take and create a plan, your blueprint for building and maintaining a strong financial foundation.
This is no cookie-cutter approach; it’s personal, proactive and uniquely tailored to you. Your advisor partners with you to keep your financial plan on track, reviewing it regularly and making proactive recommendations to help meet your goals. Learn more
Our business is to make your business easier
If you’re in business for yourself, advice from someone you trust can make all the difference. From setting up operating accounts and credit to exploring equipment leasing options or a commercial mortgage, your BlueShore Financial Business Advisor will help equip you to make the right decisions.
And in partnership with your personal Financial Advisor, we can help you keep your company and personal finances balanced and protected. Learn more about our business services
Browse our library of advice videos on a number of financial topics, delivered by our advisors and specialists.