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BlueShore Financial continues to evolve and adapt to the needs of our clients, employees and communities. 

Last year saw us reconnect with clients and colleagues and further evolve together, both in-person and digitally. 

We relocated our Lynn Valley branch, and remodelled it into a Financial Spa®, bringing our premium West Coast design and client experience to the Lynn Valley community. With a focus on premium client service, expert financial advice and seamless technology, the Lynn Valley Financial Spa branch design emphasizes natural elements of the West Coast and creates a welcoming environment for deeper financial advisory discussions.  

Despite the challenges of inflation and impacts of rapidly rising interest rates, our financial performance remained steady in 2022, with profits (Net Operating Income) at $19 million, and Return on Retained Earnings (RORE) of 7.3%. Total Assets, including Assets Under Administration, grew 0.7% to $6.9 billion. 

Our employees continue to form the foundation of BlueShore’s success, going above and beyond to deliver a high level of client service. Our teams continued to evolve in 2022 and welcomed new ways of working in a hybrid world, embraced our commitment to diversity, equity, and inclusion, and remained focused on building a positive and collaborative corporate culture. 

Our annual client survey results, conducted by Ipsos, once again confirmed that we’re making a positive impact on our clients’ financial well-being and are recognized as expert providers of financial advice. 

As we watch inflation continue to rise and hear predictions of a more challenging economic environment ahead, BlueShore remains committed to the security and well-being of our clients, employees and communities. We are proud to be your stable financial partner through uncertain times, and thank you for choosing BlueShore to support your financial well-being. 

We look forward to continuing to work together to help you achieve your financial goals.


Chris Catliff Peter Leitch
President and CEO Chair, Board of Directors