Investing with an advisor

Full-service brokerage services are available through BlueShore Financial in partnership with Credential Securities. Our professional investment advisors offer access to a virtually unlimited selection of stocks†, bonds†, ETFs†, and mutual funds†, backed by expert investment advice and extensive portfolio management experience.

A powerful investment plan that works for you

Building a diversified and higher new worth portfolio demands more sophisticated investment vehicles and more specialized advice. That's when you realize the greatest benefit from partnering with an accredited professional to manage your investment portfolio. Working with you to assess your current financial position and long-term goals, an investment advisor can create the optimal strategy for you. You'll receive top-notch financial guidance from professionals who know how the market works and how to make it work for you.

Your advisor relationship

The key is to develop a trusted relationship with an investment advisor who understands your unique needs, goals, and risk tolerance. Your advisor can then help you choose from the wide array of investment products available based on your individual risk profile and investment timeline. 

Working with your best interests in mind

While we offer a number of investment products created by our wide range of investment partners, our advisors have access to virtually all types of investments. At BlueShore, it’s not about pushing product or favouring proprietary funds, it’s about which investments are right for your needs and your portfolio.

What you can expect from your advisory team

Your investment advisor will meet regularly with you to review your portfolio, assess changes in your circumstances, and keep you up-to-date on any issues that may affect your financial future. They also work as part of your overall BlueShore advisory team, including your financial advisor, and a wealth protection specialist or business advisor (as required). This team approach can extend to your broader professional partner network, including your legal and tax accounting advisors.

Interested in trading online yourself?

In partnership with Aviso Wealth, BlueShore offers clients the award-winning platform, Qtrade Direct Investing™, for convenient and cost-effective online trading.

Qtrade offers a complete range of stocks, ETFs, mutual funds, bonds, GICs, and more. Added-value support services make it ideal for the investor who may desire assistance from time to time, but is primarily looking for a self-service brokerage option. Here are a few of Qtrade’s benefits:

  • Exceptional value with competitive pricing
  • Outstanding service with knowledgeable investment representatives available to assist
  • Virtually every type of account, including non-registered and registered, cash, margin, and more
  • Build a diversified portfolio with stocks, ETFs, mutual funds, bonds, GICs, and options, plus new issues/IPOs
  • Extensive planning and research tools
  • Convenient access: Stay connected with Qtrade Mobile for iPhone®, iPad®, and Android®.

Explore Qtrade Direct Investing

BlueShore Financial, Investment Advisor, Jacky Tang

Jacky Tang

Investment Advisor

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Our team of experienced professionals are here to answer any questions you may have.

‡ Deposits are 100% guaranteed. Protection provided by the Credit Union Deposit Insurance Corporation of British Columbia.

Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

®Apple, the Apple logo, iPhone, iPad Air, iPad Mini, Apple Watch, Apple Pay and iTunes are registered trademarks of Apple, Inc. App Store is a service mark of Apple Inc.

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