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BlueShore’s online research panel gives you the opportunity to voice your opinion on subjects ranging from potential new financial products and services to your plans for housing or retirement living. The panel is an interactive community of more than 1,000 clients of BlueShore Financial, and you’re invited to participate!

Every time you complete a panel survey, you are entered into a draw to win one of six $50 Amazon gift card prizes. Plus when you join the panel, you are eligible to win $1,000 cash—or you can choose to donate it to your favourite charity.

Learn more, or if you’re ready to go, register now, starting with our brief new panel member questionnaire.

Here are examples of recent panel surveys:

April 2021

Online Document Storage to better understand how clients store digital documents and images as well as their storage preferences.

March 2021

Shifting Housing Preferences to investigate the impact of the pandemic on clients’ housing plans, including where they plan to live and in what type of home.

January 2021

Low Interest Rate Environment to gain insights into our clients’ borrowing and saving/investing behaviours within this continued low interest rate environment.

Reminder: Client Experience Survey

Every year we ask all BlueShore clients to rate our service and let us know how we’re doing when it comes to improving your overall financial well-being. This survey is conducted in two waves, with half the membership invited to respond in the spring and the other half in the fall.

If you received an email invitation to provide feedback on your BlueShore client experience, please take a few minutes to complete the survey. Your participation and insights help us to better understand your experience with us to ensure we are continually meeting your needs.

BlueShore Financial, Financial Advisor, Sahar Abdul Zahir

Sahar Abdul Zahir

Financial Advisor

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