The BlueShore difference

What makes us different from other financial institutions? Each year, we ask the people who really know: our clients, and compare those results against people who bank with other financial institutions. We're proud of the results, which show we're certainly on the right track.

"As a result of our relationship with our financial advisor, we are now more financially secure than we ever imagined we might be."

– Jane and Dana S., Parksville

"We’ve found in switching to BlueShore, we are received like a valued customer – we’re always made to feel welcome and important."

– Anne B., Burnaby

"Our financial advisor had our best interests at heart – we weren’t simply a number to him. His knowledge and kindness were exactly what we wanted and needed."

– Joan and Gary N., Penticton

"When I met the people [at Blueshore] I felt that they were genuine, I felt that they were knowledgeable. They were able to answer my questions honestly, truthfully, skillfully."

– Mike S., Burnaby

Overall value

Our advisors are valued for their recommendations, knowledge, and experience.

My FI is an expert providers of financial advice rated at 81%

Key differences

We continue to outperform our competition where it matters most. And it’s a significant amount over other financial institutions.

Key percentile differences between BlueShore and other financial institutions

Expert advice

No other financial institution holds their financial advisors to the same standards, and it pays off in the overall experience.

Overall experience rated at 92%

When our clients are happy, they tell others

A powerful testament to a great experience is recommending to others.

89% of our clients are likely to recommend BlueShore Financial

Overall experience

We maintain a significant lead over other financial institutions when it comes to overall experience with our Financial Advisors and with BlueShore Financial.

The overall experience

How our clients prefer to work with an advisor

Everyone loves the convenience of email and mobile, but face-to-face for advisory conversations still reigns.

Graphic - 58% of our clients prefer to meet face-to-face with advisor

About our survey respondents

A snapshot of the people who take our surveys.

Graphic - 970 clients, 978 non-clients in survey

These findings are part of an annual survey conducted by Ipsos of both BlueShore Financial clients and non-clients to learn more about their banking experiences at what they consider to be their primary bank.
© 2023 BlueShore Financial Credit Union
 

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John Cindric
Financial Advisor
Mutual Funds Investment Specialist

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