"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.
Key differences
We continue to outperform our competition where it matters most. And it’s a significant amount over other financial institutions.
Expert advice
No other financial institution holds their financial advisors to the same standards, and it pays off in the overall experience.
When our clients are happy, they tell others
A powerful testament to a great experience is recommending to others.
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.
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.
About our survey respondents
A snapshot of the people who take our surveys.
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.
© 2023 BlueShore Financial Credit Union
John Cindric
Financial Advisor
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