"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.

 

Graphic 81% of our clients agree my FI improves my financial well-being

 

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.

 

Graphic - our advisors have highest accreditation in industry

 

When our clients are happy, they tell others

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

 

Graphic - 898% of our clients are likely to recommend us

 

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 - 62% 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 - 1,004 clients, 979 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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