BlueShore Financial is Coming to Kerrisdale
Our newest Financial Spa® will open its doors to welcome Kerrisdale to the unique BlueShore experience mid-2018.
Located in the heart of the community on the corner of 41st and Vine in Vancouver, the branch will offer a full range of financial services provided by a comprehensive advisory team of financial advisors and investment, business and wealth protection specialists.
The building signs are up! We’ve also installed beautiful window coverings to help residents know we’re coming. They do double duty as they conceal the construction that will now be going on inside the branch. Activity is in full swing as we renovate the space to create our newest Financial Spa.
Introducing key members of the Kerrisdale team
Sally Lau, MBA, PFP
Sally is currently the branch manager of our downtown branch and will transition over to take the reins of the new Kerrisdale branch as soon as it opens. She has been in financial services for her entire career, spanning over a decade with experience in both personal and business banking. As Branch Manager, Sally will ensure that all clients experience the personal and premium service that is cornerstone to BlueShore. Sally is fluent in Mandarin and Cantonese as well as English.
Gary Suen, CFP, RRC
With over 15 years’ experience in the financial industry, Gary offers a powerful combination of knowledge, experience and a personal commitment to ensuring the success of his clients. A Certified Financial Planner (CFP), Gary has also completed the Registered Retirement Consultant (RRC) designation. As part of BlueShore’s lifespring® approach, Gary develops a comprehensive and customized financial plan that covers every aspect of his clients’ financial lives. Gary is fluent in Mandarin and Cantonese as well as English. Learn more about Gary or watch his video profile.
Jacky has held progressive positions in financial services over the last 10 years, starting with HSBC and moving into investment services with AGF Management and a private investment firm. Jacky provides comprehensive wealth management strategies and customized portfolio development focused on creating sustainable wealth for his clients. Jacky ensures that his clients’ portfolios are appropriately balanced to suit their goals, timeline, tolerance for risk, and life stage. Jacky is fluent in Mandarin and Cantonese as well as English. Learn more about Jacky.