"I am dedicated to working with my clients’ best interest in mind in order to help them reach their financial goals, by customizing specific financial plans suited to them. I use a variety of different channels to deliver these customized solutions to my clients, and conduct regular reviews to make sure they are on track.”

 

A strong advocate for continuous learning, Becky has completed a number of financial industry courses and licenses including: Mutual Funds IFC and Compliance Officer training. She has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) for Investment Industry Regulatory Organization of Canada (IIROC) licensing. She has also completed Financial Planning® I and II and is working on obtaining her Certified Financial Planning designation in the near future.

Becky combines this wealth of education with years of experience assisting clients in achieving their short- and long-term goals. She does this through trust with clients through open communication and dialogue.

“My approach is to work with clients’ best interests in mind. I seek to build long-term relationships and earn their trust by actively listening to them, getting to know and understand their financial needs and goals. I am also part of a team of experts working together to deliver personalized solutions to our clients through our high-touch and high-tech channels.”

Learn more about the value of working with a financial advisor.

BlueShore Financial, Financial Advisor, Becky Bouzhmehrani

Becky Bouzhmehrani

Financial Advisor

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† Mutual funds are offered through Credential Asset Management Inc.

Insurance services provided by BlueShore Wealth.