BlueShore Financial is Coming to Kerrisdale
Our newest Financial Spa® will open its doors to welcome Kerrisdale to the unique BlueShore experience September 4th.
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.
We’ve updated our window coverings at the Kerrisdale branch with some beautiful new imagery that continues to tell the BlueShore Financial story. Work on our newest Financial Spa is progressing nicely and we look forward to opening our doors September 4, 2018.
Introducing key members of the Kerrisdale team
Jordan Norris, BBA
Jordan has eight years of experience in the financial industry including a number of them in leadership capacities. He prides himself in community engagement and understands the importance of being involved with all aspects of the branch environment. He has a Bachelor of Business Administration in Management and is working towards his Personal Financial Planner (PFP) designation.
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.
With over 13 years of experience in the financial services industry and 10 years of retail operation management experience, Daniel has the versatile background to support business clients from all walks of life with their business needs. His areas of expertise range from leasehold and equipment financing, working capital financing to commercial and residential properties refinancing for business. With experience on both the business and retail banking side, he helps clients by integrating their personal and business matters together to create a holistic financial plan.