In 2022 we relocated our Lynn Valley branch to a new Financial Spa branch located within Lynn Valley Centre. BlueShore has been a part of the Lynn Valley community for over 45 years, and the investment in the newly revitalized branch is in response to the evolving financial services needs of clients and businesses in the area. The new space features our signature Financial Spa branch design, and emphasizes natural elements of the West Coast, reflecting the Lynn Valley community in a unique and relaxing ambience that sets the stage for meaningful financial dialogue and planning.
We are also expanding our Park Royal Financial Spa to create more meeting spaces particularly suited to multi-family member financial planning discussions, and to serve more clients. We look forward to welcoming you into our new spaces.
Supporting our clients
We recognize our clients have unique financial needs. Whether saving for retirement, buying a property or starting a business, we aim to help you achieve your financial goals.
We are proud to have a large number of experienced advisors who have achieved the highest accreditation in the financial industry: the Certified Financial Planner (CFP) designation. And because your overall financial wellness requires a holistic approach, our financial advisors work with a team of investment, insurance, and business specialists to create a personalized plan for you. This integrated, collaborative approach is uniquely BlueShore, and helps us deliver an elevated experience with the expert financial advice you need.
Our experienced Solution Centre associates provide additional support and expertise. In 2022 the Solution Centre managed over 80,000 client interactions, with an average call wait time of less than 45 seconds. Our locally based team provides timely and efficient assistance and financial advice whenever you need it, wherever you might be.
Throughout the year, over 450 participants learned more about financial planning at our three virtual webinars, hosted by our advisors and partners. In addition, we held several in-person seminars to share our expert advice on a variety of financial and business topics. Themes at these events included retirement planning, intergenerational wealth transfer strategies, and estate planning considerations, to employment advice for small business owners and insights on market volatility and managing through turbulent times.
The BlueShore Difference
Each year we work with Ipsos to conduct an independent survey of our clients and non-clients who bank at other financial institutions within our trade areas, to evaluate how we’re doing in helping meet our clients’ financial needs. Clients who work with our Financial Advisors consistently tell us that we have a positive impact on their overall financial well-being, and we significantly outperform our competitors in the ways that matter most -see survey results below.
In the most recent survey conducted by Ipsos, 88% of our clients surveyed who work with one of our Financial Advisors said they would recommend BlueShore to others - a compelling indication of our unique and premium client experience.
BlueShore also continues to significantly outperform other financial institutions in areas such as working with clients’ best interests in mind, valuing clients’ business, and offering good value for products and services.
Learn more about what clients are saying about working with us.
*Ipsos, 2022. Per cent of top 3 box ratings (8, 9 & 10) on a scale of 0 to 10 from clients working with a Financial Advisor at their primary financial institution.