CLIENT DESCRIPTION: Founded in 1941, BlueShore Financial is a boutique financial institution providing a full range of personal and business banking, wealth management, insurance and commercial lending solutions.
BlueShore Financial manages $7.4 billion in assets under administration and is consistently ranked among the top 10 financial planning firms in Metro Vancouver. BlueShore Financial is an Imagine Canada Caring Company, contributing at least 1% of pre-tax profits annually to charities and not-for-profit organizations within the communities it serves. BlueShore Financial is the operating name of BlueShore Financial Credit Union.