"BlueShore makes financial planning accessible and easy."

- Kelly H., North Vancouver

"We now have a long-term plan and our financial future feels brighter."

- Diane M., North Vancouver

"BlueShore has a more personal approach."

- Jason J., West Vancouver

Overall value

Our advisors are valued for their recommendations, knowledge, and experience.

 

My FI is an expert providers of financial advice rated at 81%

 

Key differences

We continue to outperform our competition where it matters most. And it’s a significant amount over other financial institutions.

 

Graphic - our key differences are community involvement, value, good value for products & services, works with my best interests in mind

 

Expert advice

No other financial institution holds their financial advisors to the same standards, and it pays off in the overall experience.

 

Overall experience rated at 92%

 

When our clients are happy, they tell others

A powerful testament to a great experience is recommending to others.

 

90% of our clients are likely to recommend us

 

Overall experience


We maintain a significant lead over other financial institutions when it comes to overall experience with our Financial Advisors and with BlueShore Financial.

The overall experience

 

How our clients prefer to work with an advisor


Everyone loves the convenience of email and mobile, but face-to-face for advisory conversations still reigns.

 

Graphic - 56% of our clients prefer to meet face-to-face with advisor

 

About our survey respondents

A snapshot of the people who take our surveys.

 

Graphic - 941 clients, 1065 non-clients in survey

 

These findings are part of an annual survey conducted by Ipsos of both BlueShore Financial clients and non-clients to learn more about their banking experiences at what they consider to be their primary bank.
© 2020 BlueShore Financial Credit Union
 

BlueShore Financial, Financial Advisor, John Cindric

John Cindric

Financial Advisor

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