Because our goal is to help you achieve your goals
Whether you’re raising a family, building a business, helping the kids into a condo or planning for retirement, your financial well-being improves when you work with a full-service advisory team that really understands your life goals.
“We’re driven by a relentless focus and commitment to deliver an exceptional client experience.” - Chris Catliff, President and CEO, BlueShore Financial.
You'll benefit from personalized financial planning
Your financial plan is key to feeling on track with your finances and growing your wealth. As a BlueShore Financial client, we take the time to get to know you – to discover what you need today and your aspirations for your future.
We look at your complete financial picture, determine the steps you need to take and work with you to create a plan. This is no cookie-cutter approach; it’s personal, proactive and uniquely tailored to you.
You can rest assured knowing all money on deposit and invested in non-equity shares with us is 100% guaranteed by the Credit Union Deposit Insurance Corporation of British Columbia (CUDIC).
While building a long-term relationship for long-term success
Having a long-term relationship with your financial team affords you the confidence to make sound decisions. We listen and work with you to find the right banking and wealth management solutions to meet your ever-evolving needs – over your entire lifetime.
Hear from our clients, Jason and Tammy Jennings:
You'll work with experienced, certified advisors
Choose expert advice that puts your best interests first. Our financial advisors are experienced, knowledgeable professionals, many holding the Certified Financial Planner (CFP) designation.
We’re proud to have one of the highest ratios of CFPs-to-clients in the industry.
With an integrated team approach, you are connected with our internal specialists – Investment, Wealth Protection and Business Advisors – and trusted legal, tax and trust partners, as your needs require.
Who earn top marks from the people who count
What do our clients think about their overall experience at BlueShore? The proof is in the numbers.
*2019 Ipsos survey of BlueShore clients and non-clients based on their experience dealing with a financial advisor at their primary financial institution; 3 Top Box scores (8,9,10 on a 10-point scale).
You'll bank in a premium environment with service to match
If you’re like many people, dealing with your finances can be stressful and even a bit uncomfortable. That’s why we created the Financial Spa®, a branch experience like no other, to create a serene yet professional environment.
It starts the moment you enter with concierge service to help you get what you need. Quickly. Enjoy private consultation areas, displays of local artists, specialty coffee stations, playful kid zones and West Coast-inspired design elements.
With a strong local company that invests in the communities it serves
Since opening our doors in 1941, BlueShore has grown to more than $6 billion in assets under administration. As BC’s fifth largest credit union, we serve over 40,000 clients in convenient locations from the Sea-to-Sky, across the North Shore and into Vancouver, Burnaby and beyond.
We live and work right here in the Lower Mainland and Sea to Sky corridor, and we invest in the communities, individuals and businesses we serve. Local decision-making gives you the answers you need, when you need them.
We believe you should bank with a trusted partner
When you choose a financial institution, you want a trusted financial partner who will have your best interests in mind, and an advisor who really listens and gets you financial answers even before you ask the questions.
If you’re looking for a financial institution where you matter, where you get the right advice to grow your wealth and ensure your financial peace of mind, you’re here.
Reach your financial goals.
Contact us online or call 604.982.8000 (toll-free 1.888.713.6728).
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